Reviews Deal structures, both standard and non-standard, including alignment between opportunity, quote, and invoicing systems.
Ensures deals meet all criteria prior to sending documentation to the sales organization, driven by SFDC and CPQ
Researches customer or order problems, and delivers solutions working cross-functionally to resolve.
Develop internal processes that speed up the review of deals and ensure that all SLA’s are met or exceeded
Assists sales makers with new tool navigation and usage, including influencing sales behavior and capabilities
After working hours commitment required at month, quarter and year end periods
Cross training in other areas within the RevOps team which will include learning how to support channel/partner operations, compensation, business analytics, and other areas within the business
Supports sales analysis, reporting and special projects to enable change, support sales related initiatives and identifies process improvements to find continual ways to simplify and automate how we support our sales org.

At least 3-5 years’ experience in a Deal Desk, Deal Management, Sales Operations function or similar responsibilities supporting a mid-to-large scale multi-geographical hi-tech Sales Organization
Multiple years using Salesforce CRM and CPQ is required. Deep experience of Microsoft Office Suite required, specifically Excel.
Demonstrated ability to define, refine and implement sales processes, procedures and policies
Strong financial, analytical and communication skills, including written, verbal and presentation skills
Highly organized, strong problem-solving/troubleshooting skills, capable of multi-tasking in a fast-paced and high-stress environment, and excellent cross group collaboration skills
Bachelor’s degree is required

Deal Desk Advisor, Sales Operations

Key skills