Deal Desk Specialist - (Contractor)

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.