Deal Desk Analyst
Optiv
full-time
Posted on:
Location Type: Remote
Location: Remote • Kansas • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Serve as a trusted adviser to sales and COS teams by providing counsel on sales strategy, deal structuring, and optimal pricing levels on large, complex, and financially sensitive transactions, including client-financed deals.
- Conduct analytics on select deals to identify opportunities for margin improvement, alternative quote configurations, and financing structures to help optimize pricing and cash flow outcomes.
- Work with data models to analyze pricing and financing scenarios and make informed recommendations to the sales team through benchmarking and scenario analysis.
- Participate in regular deal review sessions with Optiv leadership to assess appropriate pricing and financing execution on priority deals within the sales pipeline.
- Work closely with sales, finance, legal, and operations to structure and close client-financed transactions, including the creation of proposals and executable payment agreements for clients.
- Respond to inquiries from sales and COS teams to provide guidance on competitive trends, customer pricing expectations, and financing considerations.
- Complete client financial analysis to support recommendations for new deal structures, payment terms, and offers.
- Work collaboratively with billing teams to ensure a positive client experience from a collections and execution standpoint.
- Participate in special projects designed to continuously improve the deal management and financing process.
- Identify opportunities for process improvement and collaborate with key stakeholders to drive projects to completeness.
Requirements
- Medium to advanced level Excel skills
- Experience analyzing dynamic pricing environments with unique circumstances, including financed and non-standard transactions
- Strong understanding of pricing dynamics and financing sales transactions, with awareness of long-term impact of pricing and payment structure decisions
- Ability to analyze large pools of data and create actionable and succinct recommendations
- Ability to understand and help coordinate negotiation of contractual and payment terms
- Strong communications and interpersonal skills
- Experience in Salesforce
- Bachelor’s degree in Finance, business, data science, or math-related field preferred
- 2+ years in data analytics, consulting, client services, pricing advisory, or deal desk roles preferred
- Experience working in a front line sales role or related sales support team preferred
- Experience establishing best practices and implementing new strategies preferred.
Benefits
- A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups.
- Work/life balance
- Professional training resources
- Creative problem-solving and the ability to tackle unique, complex projects
- Volunteer Opportunities.
- “Optiv Chips In” encourages employees to volunteer and engage with their teams and communities.
- The ability and technology necessary to productively work remotely/from home (where applicable)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Exceldata analysispricing dynamicsfinancial analysisdeal structuringscenario analysismargin improvementcontract negotiationpayment termsdynamic pricing
Soft skills
communicationinterpersonal skillscollaborationproblem-solvingproject managementanalytical thinkingrecommendation formulationstakeholder engagementnegotiationprocess improvement