Intapp

Deal Desk Analyst

Intapp

full-time

Posted on:

Location Type: Hybrid

Location: Belfast • Ireland

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About the role

  • Assist segment team members in ongoing maintenance and update of critical client and opportunity data.
  • Become expert in Intapp’s contracts and entitlements system and processes.
  • Provide guidance to sales team on account & contract complexity and Intapp Deal Standards for all active opportunities.
  • Partner with Sales, Legal, Services, Deal Management, and Contract Ops to review, approve, and process non-standard deals.
  • Ensure on-going tracking of all deal elements that may have revenue recognition implications.
  • Act as segment representative to Contracts and Revenue teams to ensure on-going visibility.
  • Assist segment sales team in the creation and maintenance of their Deals in CRM.
  • Act as resource to request new agreements from Contracts.
  • Play a client advocacy role by collaborating with Contracts to resolve questions/issues and ensure expeditious processing of new requests.
  • Facilitate pre-closure deal audits.
  • Perform on-going data audits to continuously validate critical system information on clients and transactions.
  • Assist in a wide range of support tasks, utilizing strong organizational and analytical skills, under the supervision of CRM, Contract and Legal Operations leaders.
  • Contribute as a team player to help maximize the value of the CRM team as an effective, respected, and valued resource within the company.
  • Provide training on internal processes and systems to Sales team members in your segment.

Requirements

  • 3+ years in Dealdesk role in SaaS company
  • Experience using Salesforce
  • Demonstrated attention to detail, ability to prioritize and manage time, and to successfully complete challenging projects
  • Proficient in MS Excel
  • Strong report creation skills
  • Proven experience providing excellent operational support to client-facing organizations.
  • Strong financial and business acumen with a client service mentality
  • Strong analytical skills.
  • Ability to collect and analyze input from multiple sources
  • Strong time management skills; ability to multi-task and prioritize
  • Superior verbal and written communication skills, including the ability to listen carefully, influence and network with a broad spectrum of internal and external colleagues and customers
  • Self-starter, reliable, honest and a proven team player
  • Resourceful problem solver, driven by results and comfortable working in a dynamic environment.
Benefits
  • Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
  • Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.
  • Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most.
  • We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.
Applicant Tracking System Keywords

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

Hard Skills & Tools
data analysisreport creationdata auditingcontract managementrevenue recognitiondeal processingCRM managementSaaS experienceMS Excel proficiencyattention to detail
Soft Skills
organizational skillsanalytical skillstime managementcommunication skillsclient service mentalityteam playerproblem solvingself-starterreliabilityinfluencing skills