Deal Desk Specialist - (Fixed Term Contract)

What you will do

Deal Strategy and Processing

• Proactively engage with sales teams on committed pipeline deals.

• Generate standard and complex quotes using the CPQ system, based on customer needs and pricing guidelines.

• Review deal support activities to ensure adherence to sales, finance, and legal policies.

• Facilitate and optimize approval workflows for Order Forms and contracts to enhance efficiency and accuracy.

• Collaborate with sales to understand deal specifics and aid in qualification to resolve potential issues.

• Provide timely responses to deal-related inquiries via cases, Slack, or email within defined SLAs.

• Draft, review, and finalize necessary documentation for deal execution.

• Maintain the highest standards of data integrity in Salesforce (SFDC) by updating account information, contacts, and opportunity statuses comprehensively.

• Address and resolve any issues or discrepancies related to deals and contracts effectively, mitigating risks.

• Structure deals to meet revenue recognition standards and guidelines, ensuring financial accuracy and compliance.

Sales Team Enablement and Process Improvement

• Provide training and support to sales teams on deal desk processes and best practices, enhancing best practices for deal support.

• Offer feedback on strategies to improve customer satisfaction and streamline the deal process.

Additional Responsibilities

• Assist with projects and other tasks as required.

• Provide extended support during End of Month (EOM) and End of Quarter (EOQ) periods to meet business demands.

Experience and qualifications

• Deal Desk/Sales Operations/ Renewal Operations Expertise:

• An understanding of sales support operations processes and systems.

• Experience in supporting sales pipeline and deal progression.

• Strong understanding of sales processes and pricing strategies.

• Detail-oriented with a focus on data integrity and compliance.

• Quoting and Pricing Strategy:

• Proficiency in crafting accurate and complex quotes.

• Knowledge of general pricing strategies to maximize revenue and customer LifeTimeValue (LTV).

• Contract Management:

• Familiarity with drafting and reviewing contracts.

• Ability to ensure compliance with sales, finance and legal policies.

• Ability to resolve issues efficiently and support revenue recognition standards.

• Analytical Skills:

• Strong analytical abilities to interpret complex data and metrics.

• Capability to generate actionable insights to support decision-making.

• Technical Proficiency:

• Proficient in CRM systems (Salesforce preferred) and CPQ tools.

• Ability to leverage technology to streamline processes and improve efficiency.

• Effective Communication:

• Excellent written and verbal communication skills for internal and external interactions.

• Ability to articulate strategies and solutions clearly to stakeholders.

• Cross-Functional Collaboration:

• Proven track record of working collaboratively with sales, finance, legal, and other teams.

• Build and maintain strong relationships across departments.

• Experience in conducting training sessions and providing continuous support to sales teams.