Sr Deal Management Specialist

What you'll do:

• Deal Support and Structuring: 
• Collaborate with Sales teams to review and analyze complex deals, ensuring they comply with company policies, pricing guidelines, and revenue recognition principles. 
• Assist in structuring and pricing deals to optimize profitability and drive customer value. 

Contract Review and Negotiation: 
• Review customer contracts, identifying potential risks and opportunities, and working with Legal to ensure compliance with company standards and contractual requirements. 
• Support Sales in contract negotiations, providing insights and recommendations to achieve mutually beneficial outcomes. 

Order Processing/Contract Management: 
• Review and process incoming orders, ensuring all details are complete and adhere to company policies. 
• Process orders in CRM (Salesforce) ensuring proper compliance with financial and operation standards 

Cross-Functional Collaboration: 
• Serve as a liaison between Sales, Finance, Legal, Product, and other departments, fostering effective communication and alignment on deal-related matters. 
• Work Salesforce cases submitted by other departments which may include but not limited to request for quoting assistance and customer cancellations. 
• Participate in deal review meetings and provide valuable insights to cross-functional stakeholders. 

Process Improvement and Optimization: 
• Continuously evaluate processes and recommend improvements to enhance efficiency, accuracy, and customer experience. 
• Participate in requirements gathering and lead user acceptance testing for system improvements. 

Team Leadership:
• Provide guidance to fellow Deal Management team members across all job functions. 
• Monitor team workloads across various responsibilities and help shift resources as needed to meet deadlines. 
• Ensure accuracy and quality of work delivered by the Deal Management team. 
• Assist management in documentation, training and enforcement as processes evolve.  
• Work on Ad Hoc projects as requested by management.

What you'll bring:

• 4+ years of experience in deal desk, order management, or related roles within the technology industry. 
• Strong understanding of SaaS sales processes, contract terms, and revenue recognition principles. 
• Proficiency in analyzing complex deals, pricing models, and financial metrics. 
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams. 
• High level of attention to detail and accuracy in dealing with financial data and contracts. 
• Ability to thrive in a fast-paced and dynamic environment, managing multiple priorities and deadlines. 
• Self-starter with ability to take initiative and strive under limited supervision. 
• Advanced proficiency in Microsoft Excel and other analytical tools. 
• Knowledge of CRM systems, preferably Salesforce. 
• Undergraduate degree in a related field is a plus.