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Deal Desk Analyst

Deal Desk Analyst

Intelliswift SoftwareSan Jose, CA, US
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Deal Desk Analyst

Job Title : Deal Desk Analyst

Location : San Jose, CA (Hybrid 2-3 days / week onsite)

Duration : 12 months

Contract Type : W2 only

Pay Rate : $49.30 / Hour

Responsibilities

  • Help structure profitable and compliant transactions that address the needs of a diverse set of internal corporate customers, maximize Client's revenue, and increase the effectiveness and productivity of the North America Digital Marketing Sales force.
  • Act in a fiduciary capacity in managing first line approvals for the deal approval process, including deal structuring and accelerating deal closures.
  • Meet with sales teams to identify Customers' critical business issues and assist in structuring transactions that meet both Client's requirements and the Customer's needs.
  • Manage the day to day deal approval process, meet with sales teams, communicate via documented business case with cross-functional stakeholders to articulate deal value in a consistent manner.
  • Draft and certify customer contracts.
  • Perform to a specified set of metrics and service levels.
  • Ensure adherence to and compliance with policy and procedures.
  • Interact with internal stakeholders, including but not limited to Legal, Sales Operations, Sales Finance, Revenue Assurance, Business Units, Order Management, Credit and other functions.
  • Regularly communicate with sales teams to ensure consistent application of process and policy.
  • Ensure that transactions adhere to Client's internal revenue recognition policies and operational guidelines.
  • Prepare in-quarter deal status and communication to management.
  • Evaluate current processes and offer recommendations for areas of improvement.

Required Skills

  • Bachelors in Finance or Accounting or equivalent experience.
  • Proven experience in FP and A, Sales Finance, Sales Operations or Deal Desk.
  • Experience drafting and analyzing binding sales agreements.
  • Ability to work independently in a fast paced environment.
  • Demonstrated capability to build strong working relationships with internal stakeholders.
  • Experience in structuring multi-element contracts including subscriptions, licenses, services and support.
  • Proficient in software revenue recognition accounting, SOP 97-2 and related.
  • Strong communication, organizational and problem-solving skills.
  • Excellent oral and written communication skills.
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