Deal Management Specialist

What you'll do:

Deal Support and Structuring:

• Collaborate with Sales teams to review and analyze complex deals, ensuring they comply with company policies, pricing guidelines, and revenue recognition principles.
• Assist in structuring and pricing deals to optimize profitability and drive customer value.

 

Contract Review and Negotiation:

• Review customer contracts, identifying potential risks and opportunities, and working with Legal to ensure compliance with company standards and contractual requirements.
• Support Sales in contract negotiations, providing insights and recommendations to achieve mutually beneficial outcomes.

 

Order Processing/Contract Management:

1. • Review and process incoming orders, ensuring all details are complete and adhere to company policies.
   • Process orders in CRM (Salesforce) ensuring proper compliance with financial and operation standards

 

Cross-Functional Collaboration:

• Serve as a liaison between Sales, Finance, Legal, Product, and other departments, fostering effective communication and alignment on deal-related matters.
• Work Salesforce cases submitted by other departments which may include but not limited to request for quoting assistance and customer cancellations.
• Participate in deal review meetings and provide valuable insights to cross-functional stakeholders.

 

Process Improvement and Optimization:

• Continuously evaluate processes and recommend improvements to enhance efficiency, accuracy, and customer experience.
• Assist in user acceptance testing for system improvements.

 

Work on Ad Hoc projects as requested by management.

What you'll bring:

• 2+ years of experience in deal desk, order management, or related roles within the technology industry.
• Strong understanding of SaaS sales processes, contract terms, and revenue recognition principles.
• Proficiency in analyzing complex deals, pricing models, and financial metrics.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
• High level of attention to detail and accuracy in dealing with financial data and contracts.
• Ability to thrive in a fast-paced and dynamic environment, managing multiple priorities and deadlines.
• Self-starter with ability to take initiative and strive under limited supervision.
• Advanced proficiency in Microsoft Excel and other analytical tools.
• Knowledge of CRM systems, preferably Salesforce.
• Undergraduate degree in a related field is a plus.