Deal Operations Analyst

What You’ll Do

• Create Quotes and Order Forms for sales deals
• Review Quote approval requests and approve qualified Quotes
• Process bookings review of customer orders. Assist in the complete order cycle, ensure quality and efficiency through the entire process
• Support of internal and external customers in regard to order booking and order tracking
• Address escalation for exception handling regarding booking requests
• Research discrepancies regarding ARR calculations
• Assist Deal Operations and Sales with non-standard, custom, and/or complex deal structures to provide accurate quotes and order forms to match the intent of the deal
• Coordinate with internal teams to facilitate the order process, achieve joint goals, and solve problems related to order processing. These teams include finance, legal, renewals, collections, and others
• Accurately enter deal information into Salesforce
• Process Salesforce transaction data review for post close audits
• Special projects related to order processing and general Deal Operations process improvements

About You

• Flexibility to work additional nights and weekends for month and quarter-end, as needed. This is not a standard 9-5 job, it is based on what the business needs.
• Experience with Quote to Cash in Salesforce CPQ Tool required
• Experience with Ironclad preferred, or another CLM like Conga, etc.
• Experience with back-office operations as well as strong knowledge of order processing
• Experience with cross functional collaboration with Finance and Legal for the deal making process
• Ability to learn internal business technology, applications, and solutions quickly
• Strong working knowledge in Salesforce, Microsoft Excel, Google Suite
• Willing to work in a highly demanding and results-oriented team environment
• Extremely detail oriented and effective organizational skills. Meticulous in your attention to detail and take pride in ensuring that your work is accurate and thoughtful in nature.
• Strong problem solving skills and ability to root cause issues
• Excellent communication skills in knowing how develop partnership to effectively convey the needs of the sales team and customer to the appropriate stakeholder
• Highly organized in the ability to juggle many competing priorities and strive to support each with equal attention to detail and quick turn-around.
• Strong sense of accountability
• Kindness and consideration in your approach when interacting with peers, partners and customers

The reasonably estimated base salary for this role ranges from $85,000 - $140,000, plus a competitive equity package. Actual compensation is based on the candidate's skills, qualifications, and experience.