Deal Desk Analyst
HackerRankDeveloper Skill company
Bangalore, IndiaMid
Khosla Ventures
Battery Ventures
JMI Equity
Randstad Innovation Fund
Recruit Holdings
Susquehanna Growth Equity
Operations & Strategy
About the role
TL;DR
Guide sales reps through quote-to-order process and process orders in Salesforce.
- •You will serve as the quote-to-order expert, guiding Sales Reps through that process, ensuring pipeline accuracy, and processing orders in Salesforce.
- •You will work across the global sales organization alongside Sales Leadership, Legal, and Finance to strategize on the best contract vehicles for simple and complex transactions with new and existing customers, while adhering to company standards and policies.
- •Key Responsibilities Guide Account Executives through the deal configuration, structuring, approval, and quoting process.
- •Build deal desk pricing sheets to drive quote configuration where necessary.
- •Ensure all quotes are approved within pricing and discount policies, and are accurate in Salesforce.
- •Work closely with Sales, Finance & Legal teams on strategy and approvals for all non-standard deals.
- •Complete order processing within Salesforce before handing off to Finance for NetSuite completion.
- •Requirements 1–4 years of experience in Deal Desk, Sales, Sales Operations, Finance, and/or Revenue Accounting.
- •Experience with direct SaaS sales ecosystems and ability to create quotes for the Sales team.
- •Proficient with Excel or Google Sheets.
- •Proficient with Salesforce.com Proficient with AI tools.
Required skills
SalesforceExcelRevenue OperationsSales Operations
Tech stack
SalesforceExcel