Deal Desk Strategist

Deal Desk Strategist 15470

A leading professional networking company seeks a Deal Desk Strategist. The successful candidate will understand the ins and outs of our policies, processes, and systems, advise, coach, and train Sales Reps on a day-to-day basis to efficiently work within our sales process and policies. Additionally, the Strategist will be expected to lead initiatives to improve our processes, systems, and/or team. The company offers a great work environment.

Deal Desk Strategist Pay and Benefits:

• Hourly pay: $25-$35/hr (Pay varies based on the candidate's experience and location)
• Worksite: San Francisco, CA, Sunnyvale, CA, New York, NY, Carpinteria, CA, or Chicago, IL - Hybrid, Must be 3 days onsite
• W2 Employment, Group Medical, Dental, Vision, Life, Retirement Savings Program, PSL
• 40 hours/week, 6 Month Assignment, Possible extension

Deal Desk Strategist Responsibilities:

• Serve as the trusted advisor and go-to resources to the Sales teams for solving complex problems across O2C processes. 
• Serve as an expert in advanced Deal Desk activities, which impact quota setting, bookings attainment, and complex deal structuring. 
• Lead ongoing and month end audit and quality activities.  
• Educate Sales teams on changes in processes, policies, and best practices to improve performance and release Sales capacity to core Sales activities.   
• Lead projects with cross-functional teams in support of Sales, in the rollout of new products and policies, and in the improvement of our O2C processes. 
• Ensure the Sales teams are operating within the Rules of Engagement, directly partnering with cross-functional teams to ensure policies are adhered to and enforced.
• Ensure that Sales and contract data is accurate in CRM and other systems, partnering with cross-functional teams to reconcile downstream processes and reporting. 
• Identify, scope, and deliver process and systems changes that improve operations for the Sales organization.  
• Work in a dynamic environment and adapt to new business processes on a week-to-week basis. 
• Ability to travel to regional offices to meet directly with Sales teams and cross-functional leaders. 
• Model our cultural values to more junior members of the team. 
• Serve as a coach and mentor to other team members, assisting with onboarding, day-to-day training, coaching, and collaborating to solve business problems.
• Understand end-to-end processes across OTC and serve as an expert on the roles and responsibilities of cross-functional support teams, resulting in accelerated resolution of issues.
• Take ownership and program manage issue resolution across all back-office teams, performing initial triage of issue identified by Sales and managing issue until it is fully resolved .
• Assess recurring issues to identify opportunities for improving the overall OTC process and make recommendations on process and system changes .
• Engage directly with clients as necessary through both written and verbal communications, helping to resolve OTC issues directly.

Deal Desk Strategist Qualifications:

• 2+ years in a deal desk, revenue operations, sales operations, pricing, or relevant experience.
• 2+ years of experience with Excel.
• 1+ year of experience with Google and Microsoft Office products. 
• Experience with SaaS and subscription-based products.
• Comfortable with change and an ability to thrive in a fast-moving environment , Excellent interpersonal and communication skills 
• Strong business acumen, organizational, time management skills, and attention to detail.
• Experience with Salesforce, Microsoft Dynamics, or Oracle is a plus.
• Ability to process a high volume of transactions with accuracy and integrity. 
• Flexibility to transition into different support roles within the team based on the needs of the business is required.
• Demonstrate the ability to go “above and beyond” in the support of our Sales teams and clients.
• Familiarity with order-to-cash processes.