name

Deal Desk Analyst

Remote, United States remote Entry Salary not listed
remote Technology & IT Curated
Sign in to apply Free account — we bring you straight back to this role.

About the role

Deal Desk Analyst
In this role, you will provide essential support to the sales team at a rapidly growing US based software company. The ideal candidate will approach their work with meticulous detail, owning the roles of tactician and strategist. You will receive quote requests from the sales team, review, approve and provide accurate quotes while communicating with various departments within the organization. Our work environment is casual and fun, but we also work hard. The ideal candidate will be positive, proactive, assertive, and innovative, with well-developed written and communication skills.
Responsibilities
Support the APJ sales team to structure pricing and provide quotations for customers and partners. You may also help with overflow from other Geos (AMS and EMEA) as needed.
Work with multiple teams at our Austin, TX US based Headquarters and across EMEA including Sales, Product/Pricing specialists, Finance andContracts to build and approve pricing and deal structure.
Use CPQ and available tools to help the sales team issue quotation documents to the customer or partner for signature.
Gain and maintain up to date product knowledge of the SailPoint product suite and its components.
Map out non-standard complex deals and provide advice to help identify appropriate pricing model.
Ensure discount levels and payment terms are compliant and in-line with company guidelines.
Monitor and chase pricing exception approvals, escalate when appropriate and build a strong relationship with approvers.
Check for forecast accuracy by ensuring the correct quote is reflecting on the opportunity in Salesforce.com.
Verify account legal entity names and billing addresses are accurate on all paperwork.
Perform post close audit reviews to ensure the correct SKU and support information is copied over to the contract record correctly.
Skills
Japanese speaker.
Experience with CRM databases, preferably Salesforce.com and quoting tools, ideally Salesforce CPQ.
Excellent attention to detail.
Understanding of subscription and perpetual models desirable.
Ability to manage expectations of a sales team with tight deadlines and constantly changing priorities.
Aptitude to manage discounting and margins for partners.
Proficient in Microsoft Office and Adobe DC.
Mathematically inclined and data driven.
Highly responsive with excellent communication skills, both written and verbal.
Ability to prioritize and manage your own workload with minimal oversight.
Within 30 days:
You will complete corporate onboarding, meet the team, and review internal training documents and guides to understand processes. Become familiar with Salesforce instance and quoting tool CPQ while navigating resources needed for your day-to-day role.
Within 60 days:
You will be comfortable creating quotes independently and have a general understanding of our pricing guide and policies. You will be able to completequote approvals and closed deal reviews utilizing our internal checklists and guides. You will be able to assist the sales team with quoting and deal structurewith some assistance from your manager or a team member.
Within 90 days:
You will be working independently supporting the sales team with minimal assistance from your manager or a team member. You will become comfortablesuggesting options for deal structure to achieve the best possible outcome for both the customer and SailPoint. You will be able to identify which crossfunctional teams should be brought in for assistance with certain complex situations or requests.
Within 6 months:
You will be independent and the “go-to” resource for the sales teams you support and assist them with all complex quoting and deal structure. You should becomfortable presenting a CPQ enablement session to new sales representatives and answering questions about building quotes and how to use the tool. Youshould have a full understanding of the pricing guide, policy statements and approval hierarchy while navigating exception requests.
Within 1 year:
In addition to the above, you will have the opportunity to identify an area of interest to take on outside of daily deal desk activities for the advancement ofthe team. This could be enablement, CPQ configuration, working with another team on a cross functional project, data projects, process improvement, orinitiating change.
SailPoint is an equal opportunity employer and we welcome all qualified candidates to apply to join our team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable law.
Alternative methods of applying for employment are available to individuals unable to submit an application through this site because of a disability. Contact [email protected] or mail to 11120 Four Points Dr, Suite 100, Austin, TX 78726, to discuss reasonable accommodations. NOTE: Any unsolicited resumes sent by candidates or agencies to this email will not be considered for current openings at SailPoint.
Originally posted on Himalayas

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Role
Technology & IT CRM Finance Operations Sales remote

Likely questions

  1. Tell us about work you have done that is close to the Deal Desk Analyst role.
  2. How would you approach your first 30 days at name?
  3. Which of CRM, Finance and Operations have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you stay organised and communicate clearly when working remotely?

Prepare before the call

  • A recent example that proves your experience with CRM, Finance and Operations.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Deal Desk Analyst role because I can bring practical experience in CRM, Finance and Operations, learn the team quickly, and contribute to the outcomes name needs from this hire.

Related jobs.

More roles from this company or category.