Deal Desk / Sales Operations Analyst

In this role, you will be responsible for all aspects of order management within the Sales Operations group and will have a diverse set of responsibilities. The Deals Desk Team plays a critical role in collaboration between Sales, Finance, Legal, Marketing and Product, and is a vital cog in the quote to cash cycle.
You will support our sales professionals and others through the design, implementation, and operational execution of end-to-end processes and tools.
Responsibilities:
Process and validate orders for subscription, services and training products, ensuring accurate and “clean” bookings across Salesforce, DealHub and Ironclad, and resolving any processing issues with Sales and customers.
Facilitate and coordinate opportunity/deal approvals to ensure accurate pricing, discounting and product configuration.
Support high-value and strategic opportunities, ensuring deal information, stages and forecasts are accurate and up to date.
Support quarter-end activities and deal reviews, proactively identifying blockers and helping drive opportunities through the approval and booking process.
Ensure opportunities are documented accurately and in a timely manner in Salesforce by the Sales team.
Maintain Deal Desk documentation, contractual templates, approval processes and workflows.
Process contract signatures and maintain accurate records of executed customer agreements.
Work closely with Direct Sales, Partner, Finance and Legal teams to support direct and channel transactions.
Support invoicing reconciliation with Finance as required.
Maintain and develop Salesforce reports and dashboards to support pipeline, forecasting and operational visibility.
Assist with annual audits, including providing supporting documentation and walking auditors through Deal Desk processes and controls.
Lead and support process improvement and automation initiatives across Deal Desk and Sales Operations.
Provide training and enablement to the Sales team as new processes and procedures are implemented.
2+ years of sales operations order processing experience
Strong analytical skills and effective decision-making ability
Proficient with Excel, Word, and Gsuite
Salesforce or CRM system administrator experience a plus
Strong oral and written communications and presentations skills
Ability to organize and prioritize, maintain attention to detail, and work under critical time-frames
Able to support traditional software company end of quarter peak timelines

Employment type
Full-time

Work arrangement
Yes