Manage quote and contract approval workflows for pricing, discounts and special terms for the sales teams using Deal Desk established guidelines and company best practices.
Provide guidance to Account Executives on quoting in order to meet internal guidelines and maximize operational efficiencies
Own Salesforce Case resolution for quoting, pricing and contracting inquiries.
Maintain an agreed upon Service level agreement (SLA) on approvals and deal review times.
Perform month-end and quarter-end closing activities to ensure completeness and accuracy of contracts, order forms and other document review and reporting.
Participate in training activities for new quote and contracting processes for the sales organization.
Identify and support process improvement efforts to streamline current procedures.
Cross-train with other Deal Desk functions to provide global coverage of quote, contracting and order management functions.
Act as a liaison for sellers between multiple groups (ie: sales ops, finance, product, sales leadership, legal) to help facilitate timely and accurate deal closure.

Experience using Salesforce, Salesforce CPQ required
Experience with a high volume of transactions and working directly with sales teams in a supportive capacity
Proven success in SaaS/B2B Industry, Deal Desk, Sales Operations and/or Order Management supporting commercial and enterprise customers/prospects
Expertise in navigating complex business process requirements and extreme attention to detail
Prior Deal Desk, Sales Operations or Order Management experience required
Ability to work extended hours at end of month and end of quarter
Experience with Ironclad or comparable CLM software preferable
Ability to work independently in fast paced environment while also embracing a very collaborative Deal Desk team

100% employer-paid medical insurance*
Generous paid time-off policy (PTO), plus paid sick time, inclusive parental leave policy, holidays, and volunteer days off
RSU stock grants*
Professional development and training opportunities
Company virtual happy hours, free food, and fun team-building activities
Monthly cell phone stipend
Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching, and self-guided mindfulness exercises for all covered employees and their covered dependents.

Deal Desk Analyst

Key skills