Job Summary

A company in the Financial industry is looking for a Deal Desk Analyst.

Position Responsibilities:

• Review proposals prepared by sales, inside the CPQ module of Salesforce, enforcing all written bookings policies and revenue guidelines
• Assist sales with navigating complex internal approval requirements to structure mutually beneficial agreements protecting revenue and meeting customer's needs
• Work closely with the global sales team to gather deal information, assess deal requirements and provide support quoting complex, non-standard deals working with multiple cross-functional partners

Required Qualifications:

• 1+ year of experience in a SaaS or Salesforce ecosystem, preferably in a Deal Desk role, while operating in high growth environments within the technology industry
• Salesforce and CPQ experience is required with Salesforce reporting preferred
• Intermediate/Advanced Microsoft Excel required to include experience with Vlookup, Sumif, Pivot Table - please be comfortable with demonstrating these excel functions in an interview