THIS IS A HYBRID ROLE SO YOU HAVE TO BE ABLE TO GO INTO THE OFFICE 3 DAYS A WEEK
Job Description:
Title: Sales Operations - Deal Desk Specialist
Experience: 5+ years of relevant experience as part of Deal Desk Support and /or field Sales Operations support organization is required. Successful track record in negotiations and deal management.
Education: Bachelor's degree in Business, Finance, or a related field.
Skills:
- supporting operations in a Lead to Cash environment. Having a finance / accounting operations background is preferred.
- with Accruals, Credit memos, Budgeting, Deal desk, Pricing.
- in using tools CRM/CPQ tools like Salesforce sales cloud, creating Salesforce reports.
- in using collaboration and productivity tools: Google docs, pivot tables / VLOOKUP s.
- communication and interpersonal skills
- oriented with a focus on accuracy and compliance
Roles & responsibilities:
- for the execution of the sales process from quote, through contract negotiations, to closing - ensuring alignment with business objectives and policies.
- with sales team, both direct and indirect team, in negotiating the terms of the contract and the price in accordance with the internal policies of the client.
- all necessary information and documentation for finance and business leader reviews.
- a comprehensive overview of each deal, highlighting key terms and potential impact.
- Channel Partner Manager on lead qualification and enrichment - with the existing tools and infrastructure in Salesforce.
- timely lead qualification and update/ maintain accurate information in Salesforce.
- task management tools to create and monitor timelines for each deal stage.
- identify and address potential bottlenecks to keep deals on schedule.
- define and maintain SLAs for responses to internal and external stakeholders (sales team, Resellers & distributors)
- simple SQL queries and pull actuals data from distributor reports.
- data between HIVE (database), Salesforce and other reports to determine eligibility for deal registrations and other promotions.
- questions from Revenue Operations, Legal, and Finance on the reconciled data and help address issues on incentives, rebates, and payments.
- a report on an agreed cadence to highlight and prioritize issues and bring closure.
- Salesforce reports and analytics to extract insights and trends related to deal performance.
- data to identify areas for process improvement and optimization.
- participate in post-deal analysis to identify successes, challenges, and areas for improvement.
- and implement process enhancements to optimize the deal management workflow.