Deal Desk, Finance Analyst
solo.io
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- Review and validate Salesforce opportunities for accurate product configuration, pricing, and required fields.
- Approve order forms and ensure all commercial terms, billing details, and legal requirements are accurate prior to signature.
- Manage the opportunity close process, including updating records, attaching documentation, and ensuring internal compliance requirements are met.
- Send license keys or provisioning details to the appropriate teams/customers post-close.
- Review Invoicing process, including approving transactions in Netsuite and verifying invoice details as well as trouble shooting invoicing issues
- Act as a point of contact for Sales for deal-related questions, policy clarifications, and order-form guidance.
- Support ongoing process improvements, documentation, and operational scalability as the company grows.
- Assist with ad hoc projects related to finance, systems enhancements, and cross-functional initiatives.
Requirements
- Strong attention to detail with the ability to manage multiple tasks and deadlines simultaneously.
- Ability to work independently
- Excellent communication skills and a professional, service-oriented demeanor.
- Ability to partner effectively with Sales and other cross-functional teams.
- Comfort working in a dynamic startup environment where priorities may shift quickly.
- A desire to learn, grow, and take on increasing responsibility over time.
- Experience with Salesforce, Ironclad, NetSuite, or similar systems is a plus—but not required if you’re eager to learn.
Benefits
- Solo works collaboratively with our customers, partners and open source communities to deliver technology innovation, technology solutions, architectural best-practices, and hands-on education.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SalesforceNetSuiteinvoicingproduct configurationpricingorder formsdocumentationcompliancetroubleshooting
Soft skills
attention to detailtime managementindependencecommunicationservice-orientedcollaborationadaptabilitywillingness to learnresponsibility