AuditBoard

Deal Desk Analyst

AuditBoard

contract

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $45 - $50 per hour

Tech Stack

About the role

  • Provide expert guidance to the Sales field and Customer Success in the areas of deal structuring, pricing, redlining and contract management. Participate in deal reviews with Sales/Sales Leadership to help drive Account-Level strategy on pricing/deal structuring.
  • Ensure deals are structured and processed efficiently and align with company policies.
  • Review, interpret, and confirm contract terms and conditions; work closely with finance and legal teams to ensure all contracts are accurate. Verify compliance with internal policies
  • Responsible for drafting, modifying, and finalizing contracts including new, add-on, and upsell business for Cloud Subscription Services.
  • Review and approve deals for Optro customers and prospects.
  • Anticipate issues and initiate actions to resolve them using professional judgment and concepts, company policies, and procedures.
  • Deal with day-to-day queries from Sales, and Account Management teams on Optro’s quoting tools and/or CRM system. Participate in testing, as requested, to support quoting tool enhancements.
  • Support Sales enablement through new hire training initiatives and ad hoc training requests as needed.
  • Independently drive efficiency and process improvements. Support commercial projects on an as-needed basis.

Requirements

  • Requires a 4-year college degree
  • A minimum of 3 years professional experience in Deal Desk in a SaaS company.
  • A bias towards velocity
  • A “Customer First” perspective and ethos
  • Experience supporting global / multinational customer and deals
  • Outstanding business partnering skills – able to interact positively with the Sales Field and influence business outcomes.
  • Excellent understanding of most Deal Support/Commercial topics (pricing, deal structuring, contracting etc.); familiarity with SaaS revenue recognition policies a plus
  • Excellent understanding of commercial terms and conditions
  • The ability to acquire knowledge of our products and the value they provide to Optro’s Customers.
  • The ability to acquire a thorough understanding of Optro’s corporate goals and objectives and consider these goals/objectives within the design of offers.
  • Ability to organize, prioritize, complete activities and meet deadlines on a daily basis.
Benefits
  • Live your best life (LYBL)! $200/mo for anything that enhances your life
  • Comprehensive employee health coverage (all locations)
  • 401K with match (US) or pension with match (UK)
  • Competitive compensation & bonus program
  • Flexible Vacation (US exempt & CA) or 25 days (UK)
  • Time off for your birthday & volunteering
  • Employee resource groups
  • Opportunities for team and company-wide get-togethers!
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
deal structuringpricingcontract managementcontract draftingcontract modificationcontract finalizationSaaS revenue recognitioncommercial termsdeal supportprocess improvements
Soft Skills
customer first perspectivebusiness partneringinfluencing outcomesorganizational skillsprioritizationproblem-solvingcommunicationtrainingindependencejudgment