Senior Analyst, Deal Desk

Company Description

Our Mission

At Palo Alto Networks® everything starts and ends with our mission:

Being the cybersecurity partner of choice, protecting our digital way of life.

Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we’re looking for innovators who are as committed to shaping the future of cybersecurity as we are.

Who We Are

We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included.  

As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few! 

At Palo Alto Networks, we believe in the power of collaboration and value in-person interactions. This is why our employees generally work full time from our office with flexibility offered where needed. This setup fosters casual conversations, problem-solving, and trusted relationships. Our goal is to create an environment where we all win with precision. 

Job Description

Your Career

We are looking for a highly motivated, results orientated Deals Desk Manager - North America to join our organization. The primary focus of this position will be to help structure profitable and compliant transactions that address the needs of a diverse set of internal corporate customers and increase the effectiveness and productivity of our sales teams. The right person for this job has a team player approach, the ability to work across departments with disparate needs and excels at problem solving through critical analysis and is challenged by process review and continuous improvement. 

Your Impact

• Effectively work with NAM Sales to work on Enterprise, Sled and Federal deals
• 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 Callidus and 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

Qualifications

Your Experience

• 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 indepen