Deal Desk Analyst

Full Time
Austin, TX
Posted
Job description

Roles & Responsibilities

As an OMNI agent, you will be responsible for processing simple to complex deals and handling inquiries from the client with high accuracy and efficiency.

  • Prepare and finalize contracts/ legal documents for signature.
  • You will use deductive reasoning to make sound business decisions.
  • You will follow best practices and work cross-functionally with multiple teams to complete the above tasks and other daily job functions.
  • You will be required to multitask between tools in maintaining client databases, validating order information and verifying payment terms with high attention to detail and sense of urgency.
  • You will ensure compliance to all company and business policies, administer all open sales orders, and ensure appropriate order flow.
  • You will provide optimum assistance to sales.
  • You should have working knowledge on contract structures, contract fallback, redlining and extensive deal desk experience.
  • You should ensure seamless and friction-less deals with focus on deal velocity.
  • You will learn and process all products offered in the logo.
  • Review and validate contract request intake form from Sales including validating customer information and existing contract information in CRM system
  • Identify the need for, seek, and record cross-functional or business stakeholder approvals for various components of the commercial or contractual package
  • Validate customer-signed documents and submit for booking
  • Escalate in a timely and professional manner any issues that prevent the completion of tasks and achievement of SLA and targets
  • Respond and action in a timely professional manner any escalations received

Minimum Qualifications

  • Graduate of a 4-year course or equivalent experience.
  • Proficiency in financial systems such as SAP, Oracle or other enterprise ERP and quote to cash systems. Strong familiarity with Salesforce CRM and CPQ and Oracle is a big advantage
  • Experience handling complaints; driven to deliver an excellent customer experience through resolutions and adherence to response times
  • 3 years’ experience in Deal desk or Contract Management or Sales support
  • Experience working and managing communications, with multiple cross-functional teams/stakeholders.
  • Has experience in participating with process improvement projects (contributor/participant)

Key Skills

  • Team oriented/team player
  • Situational/contextual awareness with the ability to assess the impacts of one’s work.
  • Excellent critical and analytical thinking
  • High attention to detail, and high level of professionalism
  • Proactive, self-motivated, self-starter, minimal supervision
  • Excellent analytical skills and strong decision-making skills committed to resolution and compliance
  • Strong organizational, time and workflow management skills

Job Type: Full-time

Pay: $65,000.00 per hour

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Life insurance
  • Vision insurance

Schedule:

  • Monday to Friday

Work Location: One location

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