Deal Desk Specialist
5 days ago
Deal Desk Specialist job involves working with Global Sales and Channel & Alliances teams to structure and manage deals, ensuring customer satisfaction and aligning sales objectives with business growth.
The ideal candidate will be responsible for proactively working with internal stakeholders to ensure deal structures are built in accordance with internal policies and requirements. This role will also facilitate quote creation, provide ad-hoc training for Sales, and ensure data accuracy of opportunities forecasted in the pipeline.
Key responsibilities include:
- Supporting Sales and Channel & Alliances teams in the quoting process while ensuring compliance with internal policies to accelerate deal efficiency.
- Working closely with Deal Desk leadership and the Finance team to identify areas of improvement within the existing deal review process and build a seamless and efficient workflow.
- Providing guidance on deal implications, risks, and potential impacts to leadership.
- Maintaining agreed-upon approvals, including discounts, non-standard terms, and SLAs, in the quoting process to facilitate accurate order forms and purchase orders.
- Collaborating with cross-functional teams to ensure seamless deal progression and alignment with business objectives.
- Working with the Sales Enablement team to provide training and documentation on successfully structuring and quoting a deal.
Qualifications:
- Bachelor's degree in business, finance, or a related field.
- 3+ years' experience in deal desk, order management and operations, or a related field, preferably within the cybersecurity industry.
- Understanding of the sales cycle and basic knowledge of SaaS business models.
- Experience with Salesforce, CPQ, and Netsuite.
- Ability to work independently and move fast, adapt, and thrive in a dynamic and fast-changing environment.
- Strong interpersonal skills and experience collaborating successfully with diverse cross-functional teams.
- Team player attitude to assist with quarter-end close activities during tight deadlines.
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