Senior Deal Desk Analyst - Remote

Overview

The Senior Deal Desk Analyst will partner closely with various teams to streamline deal execution and optimize processes, ensuring successful outcomes for both customers and the company.

In Short

• Serve as a key partner to Sales, Customer Success, and Fund Administration teams.
• Collaborate with Finance, Legal, and Accounting for accurate contract management.
• Independently apply Deal Desk principles and implement process improvements.
• Oversee Sales Support channel for complex deal inquiries.
• Leverage business acumen and proficiency in Salesforce and CPQ.
• Maintain a detail-oriented and customer-focused approach.
• Ensure accuracy and efficiency in the deal process.
• Refine operations to enhance overall efficiency.

Requirements

• Minimum 3 years of experience in relevant fields.
• Proficient in order processing and contract management.
• Strong knowledge of information technology and business systems.
• Self-motivated with experience in cross-functional execution.
• Excellent prioritization skills and effective communication.
• Detail-oriented with a strategic mindset.
• Results-driven and execution-focused.
• Proficiency in Salesforce and CPQ.

Benefits

• Health, dental, and vision care.
• Life insurance.
• Mental wellness coverage.
• Flex Time Off plus paid holidays.
• Paid family and medical leave policies.
• Retirement savings plans.
• Allowance for home work setup.
• Annual professional development stipend.