Partner with sales, customer success, finance, legal, and other teams to bring a deal to closure and accurately reflect the booking in our CRM, ensuring a seamless and frictionless customer experience throughout the process.
Support ERP enhancements and continuous improvement projects including CPQ implementation and administration, demonstrating flexibility and creativity in solving evolving challenges.
Assist in pricing strategy discussions and provide suggestions that balance business impact with customer value.
Examine customer orders for validity of specification of products ordered (incl. configuration), quantities ordered, and any special pricing agreements or requirements, always keeping the customer’s needs central.
Review, validate, and monitor the quality of both new and recurring orders.
Review contracts and ensure clean agreements in the booking recording processes.
Develop and/or contribute to process improvement and control governance.
Establish regular communication with cross-functional teams, fostering strong partnerships to drive shared success.
Highly motivated individual that focuses on order data quality, implementing quality initiatives and process adoption, and proactively owning outcomes to resolution.
Perform reconciliations for data integrity and work with cross-functional teams to fix issues with urgency.
Provide training and enablement for the sales teams to better understand our systems and tools, helping them deliver better outcomes for customers.
Requirements
Experience in deal desk, order management, finance, business analysis, and/or sales ops
Experience working within Enterprise, SaaS, or high-tech company is ideal
Excellent communication (verbal and written), strong interpersonal skills
Experience structuring and escalating complex business and financial situations for review or approval
Ability to work cross-functionally with various business units with urgency and impact
Technically Savvy with understanding of SFDC, CPQ and Microsoft/Google suite
Excellent attention to detail
Strategic thinking and tactical execution skills
Ability to prioritize and handle multiple requests simultaneously
Can build trust, be assertive when required and shows initiative and enthusiasm
Team-oriented working and thinking, committed to winning together
Professional self-starter able to work independently and collaboratively with others to accomplish goals
Assertiveness and ability to navigate ambiguity, pivoting quickly as priorities shift
Drives focus on simplifying complex solutions and processes, finding creative ways forward.
Benefits
EEOE, M/F/D/V
Commitment to diversity
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