NEW JOB OPENING
SENIOR DEAL DESK STRATEGIST
IN San Francisco, CA, USA!

Note: This is a hybrid position requiring 3 days per week onsite. Candidates may choose to work from any of the following client office locations: San Francisco, Sunnyvale, New York, Carpinteria, or Chicago.



Education:

• No Degree Required



Basic Qualifications:

• 2+ years in a deal desk (most/ highly preferred will set candidates apart from others), revenue operations, sales operations, pricing, or relevant experience.

• 1+ year of experience with Google and Microsoft Office products?

• 2+ years of experience with Excel



Preferred Qualifications:

• Comfortable with change and an ability to thrive in a fast-moving environment

• Excellent interpersonal and communication skills

• Ability to learn quickly in a dynamic and collaborative environment

• Strong business acumen, organizational, time management skills and attention to detail

• Humor is a huge part of Client culture. Changing the world is hard work so it’s important we have a few laughs while we’re doing it!

• Experience with Salesforce, Microsoft Dynamics, or Oracle is a plus

• Ability to process a high volume of transactions with accuracy and integrity



Suggested Skills:

• Communication Skills

• Organizational Skills





Summary:

The Deal Desk team is the strategic advisors to the Client Field Sales team, managing the Order to Cash (O2C) and facilitating the complex deal structures and requests that our clients demand. We drive scale within the Sales organization, allowing Sales to focus on selling, while we create efficiencies, increase profitability, and enforce stronger controls. The Senior Deal Desk Strategists will understand the ins and outs of our policies, processes, and systems. They will advise, coach, and train Sales Reps on a day-to-day basis to efficiently work within the Client Sales process and policies. Additionally, each Senior Deal Desk Strategist will be expected to lead initiatives to improve our processes, systems, and/or team.



Responsibilities:

• Serve as the trusted advisor and go-to resource to the Sales teams for solving complex problems across O2C processes

• Serve as an expert in advanced Deal Desk activities, which impact quota setting, bookings attainment, and complex deal structuring

• Lead ongoing and month-end audit and quality activities

• Educate Sales teams on changes in processes, policies, and best practices to improve performance and release Sales capacity to core Sales activities

• Lead projects with cross-functional teams in support of Sales, in the rollout of new products and policies, and in the improvement of our O2C processes

• Ensure Client Sales teams are operating within the Rules of Engagement, directly partnering with cross-functional teams to ensure policies are adhered to and enforced

• Responsible for ensuring that Sales and contract data is accurate in CRM and other systems, partnering with cross-functional teams to reconcile downstream processes and reporting

• Identify, scope, and deliver process and systems changes that improve operations for the Sales organization

• Work in a dynamic environment and adapt to new business processes on a week-to-week basis

• Ability to travel to regional offices to meet directly with Sales teams and cross-functional leaders

• Models our cultural values to more junior members of the team

• Serves as a coach and mentor to other team members, assisting with onboarding, day-to-day training, coaching, and collaborating to solve business problems

• Flexibility to transition into different support roles within the team based on the needs of the business is required

• Understand end-to-end processes across OTC and serve as an expert on the roles and responsibilities of cross-functional support teams, resulting in accelerated resolution of issues

• Take ownership and program manage issue resolution across all back-office teams, performing initial triage of issues identified by Sales and managing issues until it is fully resolved

• Assess recurring issues to identify opportunities for improving the overall OTC process and make recommendations on process and system changes

• Engage directly with clients as necessary through both written and verbal communications, helping to resolve OTC issues directly

• Manage escalations of all OTC issues from Sales and clients

• Demonstrate the ability to go “above and beyond” in the support of our Sales teams and clients

• **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

• **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**