Deal Desk Specialist
Core
Strategic role partnering with the Sales team to drive deal closures, ensure compliant and financially viable deal structures, and escalate issues impeding seller productivity.
Role type
Deal Desk Specialist (Finance)
Builds
Compliant deal structures and sales policy adherence for the Americas Sales Organization
Domain
Cybersecurity / Software Sales
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Quoting and deal structure guidance, pricing approvals, software revenue recognition principles, order process management, Salesforce.com proficiency, CPQ tools proficiency, Excel proficiency, PowerPoint proficiency, cross-functional collaboration, sales policy development, RFP/RFI response support, sales training delivery
Preferred skills
None stated
Technologies
Salesforce.com, CPQ tools, Excel, PowerPoint
Responsibilities
Provide quoting and deal structure guidance, pricing approvals and ensure compliance with published sales policies; Collaborate cross-functionally to facilitate and drive deal closure; Develop an expert level of understanding regarding all past, current and future license offerings; Partner with Sales Operations to identify system/process improvements; Aid in the continued development and maintenance of Sales policies and selling procedures; Work with the response center team on RFP/RFI responses; Assist in delivering relevant training to new and existing salespeople
Seniority
Individual Contributor