Deal Desk Analyst
Emburse
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Texas • United States
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Job Level
About the role
- We are looking for a Deal Desk Analyst to join our Deal Operations team to drive efficiencies in our quote to cash process.
- Work directly with the Sales organization by providing a high level of service with integrity, urgency, and responsiveness.
- Quickly learn and master the quoting process within the Salesforce & CPQ system.
- Conduct the initial triage of quotes submitted to Deal Desk for review. Evaluate deal economics, business terms, operational requirements and non-standard structuring requests.
- Collaborate closely with the Deal Desk members to effectively and efficiently manage the Deal Desk queue.
- Review assigned quotes in terms of deal financials, pricing and business risk.
- Provide discount and pricing guidance based upon published business policy and guidelines.
- Operate as an escalation point and ensure compliance with published sales and business approval policies.
- Act as liaison with cross-functional business partners to facilitate deal closure.
- Establish productive relationships and collaborate with Legal, Finance, Product, Pricing Sales and Operations to drive deal accuracy and efficiency.
- Become a subject matter expert on all commercial aspects in deals including pricing, product configuration and business terms.
- Perform any other duties assigned by the Deal Strategy and Operations Senior Director
Requirements
- Bachelor’s Degree
- 1 to 2+ years of experience with Sales Ops, Finance and/or Revenue Accounting, Deal Desk, or Sales
- Familiarity with financial or revenue recognition principles and contracting guidelines.
- Experience in a high volume / multi transactional environment. Proficiency with Salesforce, CPQ and Excel and Google Sheets
- Strong attention to detail both in writing and with numbers.
- Strong analytical skills with the ability to interpret data, identify trends, and draw actionable insights.
- Experience with direct SaaS sales ecosystems and sales quoting
- Excellent oral and written communications skills
- Effective organizational, multi-tasking and time management skills
- Trustworthy with sensitive information
Benefits
- Competitive pay
- Flexible work
- Inclusive, collaborative environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Sales OpsRevenue AccountingDeal DeskFinancial principlesRevenue recognitionAnalytical skillsData interpretationSaaS salesQuoting processPricing guidance
Soft Skills
Attention to detailOral communicationWritten communicationOrganizational skillsMulti-taskingTime managementIntegrityResponsivenessCollaborationTrustworthiness
Certifications
Bachelor's Degree