Deal Desk Analyst
📋 Role Overview & Responsibilities
THIS IS A HYBRID ROLE SO YOU HAVE TO BE ABLE TO GO INTO THE OFFICE 3 DAYS A WEEK
Job Description
Title: Sales Operations - Deal Desk SpecialistExperience: 5+ years of relevant experience as part of Deal Desk Support and /or field Sales support organization is required. Successful track record in negotiations and deal management.Education: Bachelor's degree in Business, Finance, or a related field.
Skills:supporting operations in a Lead to Cash environment. Having a finance / accounting operations background is preferred.with Accruals, Credit memos, Budgeting, Deal desk, Pricing.in using tools CRM/CPQ tools like Salesforce sales cloud, creating Salesforce reports.in using collaboration and productivity tools: Google docs, pivot tables / VLOOKUP’s.communication and interpersonal skillsoriented with a focus on accuracy and compliance
Roles & responsibilities:for the execution of the sales process from quote, through contract negotiations, to closing - ensuring alignment with business objectives and policies.with sales team, both direct and indirect team, in negotiating the terms of the contract and the price in accordance with the internal policies of the client.all necessary information and documentation for finance and business leader reviews.a comprehensive overview of each deal, highlighting key terms and potential impact.Channel Partner Manager on lead qualification and enrichment - with the existing tools and infrastructure in Salesforce.timely lead qualification and update/ maintain accurate information in Salesforce.task management tools to create and monitor timelines for each deal stage.identify and address potential bottlenecks to keep deals on schedule.define and maintain SLAs for responses to internal and external stakeholders (sales team, Resellers & distributors)simple SQL queries and pull actuals data from distributor reports.data between HIVE (database), Salesforce and other reports to determine eligibility for deal registrations and other promotions.questions from Revenue Operations, Legal, and Finance on the reconciled data and help address issues on incentives, rebates, and payments.a report on an agreed cadence to highlight and prioritize issues and bring closure.Salesforce reports and analytics to extract insights and trends related to deal performance.data to identify areas for process improvement and optimization.participate in post-deal analysis to identify successes, challenges, and areas for improvement.and implement process enhancements to optimize the deal management workflow.
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