Deal Desk Manager

Deal Desk Manager

Requirements

• 7+ years experience (in a tech environment, in a Finance/sales operation role)
• Demonstrated capability to build strong working relationships with internal business units
• Ability to work independently in fast paced environment
• Experience of data analysis, modeling and/or financial analysis
• Intermediate/advanced Salesforce.com and MS Excel skills are highly recommended
• Strong communication, organizational and problem-solving skills

Responsibilities

• Effectively work with NAM Sales to work on Majors, Sled and Federal accounts
• Provide Sr. Leadership with financial models and evaluation of deal economics, commercial terms and conditionals and operational requirements to present risk/reward profile for opportunities
• Become expert on Steelbrick quoting tools, reviewing and enforcing revenue recognition compliance for all quoting
• Key resource reviewing and approving all non-standard pricing requests that reach the level of executive manager
• Review will include financial analysis for gross margin, revenue compliance, non standard terms requests on strategic deals including Enterprise Agreements
• Partner with field sales organization to drive large deal closure, including being one-touch resource for field sales; responsible for liaising with all organizations involved in the agreement process (finance, legal, order management, etc.) on behalf of sales. Personally services as a trusted advisor to field sales on deals
• Work with cross-functional stakeholders for decision support deal solutions
• Collaborate with impacted parties to generate acceptable documents to facilitate deal closure
• Ensure required approvals, such as discounts and contractual terms, are obtained and clearly documented.
• Be a sales advocate and partner to internal organizations to understand contract requirements, structure, business terms and identification of potential risks and/or opportunities that can affect performance, growth and strategic positioning
• Responsible for adherence to and compliance with policy and procedures
• Evaluate current processes and offer recommendations for areas of improvement
• Ensure that all transactions adhere to internal revenue recognition policies and operational guidelines
• Excellent customer service, taking charge to meet deadlines by communicating with cross-functional partners through email, phone, meetings, or any other method to deliver on-time
• Understand GAAP Rules

Preferred Qualifications

No preferred qualifications provided.