Bachelor's degree in Business Administration, Finance, Economics, or a related field (2 years undergraduate - preferred but not required)
Minimum of 4 years of experience in a Deal Desk, Sales Operations, or Finance role, with at least 2 years in a supervisory or leadership capacity
Proven experience working with CRM (e.g., Salesforce) and CPQ systems
Strong understanding of contract management and order processing
Experience with various pricing models (e.g., subscription, usage-based, tiered)
Knowledge of revenue recognition principles and their impact on deal structures
Excellent analytical and problem-solving skills, with the ability to navigate complex deal scenarios
Exceptional communication and interpersonal skills, with the ability to influence and negotiate effectively with diverse stakeholders
Strong leadership and team management abilities
High proficiency in Microsoft Excel for financial modeling and data analysis
Detail-oriented with a strong focus on accuracy and compliance
Ability to thrive in a fast-paced environment
Responsibilities
Lead, mentor, and develop a team of Deal Desk Analysts, fostering a high-performance and collaborative environment
Manage daily Deal Desk operations, including workload distribution, prioritization of requests, and adherence to service level agreements (SLAs)
Conduct regular performance reviews, provide constructive feedback, and identify training needs for the team
Assist with onboarding of new Deal Desk Analysts, ensuring they are proficient in company policies, systems, and deal processes
Oversee the review, structuring, and approval of complex and non-standard deals, ensuring compliance with company policies, pricing guidelines, and revenue recognition principles
Act as an escalation point for Deal Desk Analysts on challenging deal scenarios and exceptions
Collaborate with sales, legal, finance, and other stakeholders to facilitate deal closure and resolve any issues
Ensure accuracy and completeness of deal documentation and pricing in CRM and CPQ systems
Identify opportunities to streamline Deal Desk processes, improve efficiency, and enhance the overall sales experience
Develop and implement best practices for deal structuring, pricing, and contract management
Work closely with IT and Sales Operations to optimize CRM, CPQ, and other relevant systems
Contribute to the creation and maintenance of Deal Desk policies, playbooks, and training materials
Monitor and analyze Deal Desk performance metrics (e.g., deal velocity, error rates, sales satisfaction) to identify trends and areas for improvement
Provide regular reports to management on Deal Desk performance and key insights
Utilize data to make informed decisions and drive strategic initiatives
Partner with sales leadership to understand strategic priorities and provide proactive support
Educate sales teams on deal desk processes, pricing policies, and compliance requirements
Build strong, collaborative relationships with sales representatives and other internal stakeholders