Responsibilities
- Manage all quote-to-cash activities within your assigned vertical with expertise in deal structures; apply deal structure knowledge to ensure deals are structured and processed efficiently to maximize sales and profitability.
- Serve as a trusted advisor to the sales team on deal structure and quoting for standard contracts; communicate with multiple departments to review and escalate routine issues that arise from the quote-to-cash process.
- Review all contractual terms and conditions, verifying compliance with internal policies and corporate initiatives; communicate accounting and audit guidelines, contractual terms, and exception management clearly and directly to sales and sales leadership.
- Work closely with key stakeholders to ensure assigned contracts and quotes are worked to completion; review, investigate, and resolve operational questions and issues for account managers and clients.
- Facilitate timely, seamless handoffs to customer operations, including all required documentation.
- Work with IT to troubleshoot data transmission issues between systems as needed; implement process changes as required.
Requirements
- Experience as a Deal Desk Analyst; experience in software sales or contract negotiation in the software industry.
- Good oral and written communication skills that demonstrate a professional demeanor and the ability to interact with others with discretion and tact; good interpersonal skills with the ability to maintain solid rapport with team members and professionalism with those outside of the department.
- Good organizational, multi-tasking, and time management skills; self-motivated with the ability to manage projects independently to completion; able to thrive in a fast-paced, deadline-driven environment.
- Good analytical, critical thinking, and problem-solving skills; sound judgment and business acumen; good knowledge of revenue recognition guidelines.
- Good facilitation and project management skills; ability to establish rapport and gain the trust of others; effective at gaining consensus; up to 10% travel time required.
Nice to Have
- Ability to handle confidential and sensitive information with integrity, discretion, and tact; able to provide exceptional follow-through and be customer-service driven.
- General knowledge of company software functionality and comprehension of licensing strategies.
- Experience working cross-functionally with sales, finance, legal, and operations teams to drive efficient deal execution.
- Strong collaboration skills applied successfully within a team as well as across other functional areas of the organization.
- Ability to work independently and in a team environment; comfortable navigating ambiguity and competing priorities in a dynamic business environment.
Additional Information
- up to 10% travel time required.
