Deal Desk Lead: Revenue Ops & Strategy

Citrix Systems; San Ramon (CA); On-site; USD 133,307 - 199,961; Full time

Benefits offered by this job

Annual bonus

Sales incentives

Healthcare benefits

401(k) plan with company match

Job summary

Cloud Software Group is seeking a Deal Desk professional to analyze and structure complex sales transactions in line with corporate policies. You will assess profitability, risk, and compliance while guiding sales teams on pricing and approvals.

The role requires cross-functional collaboration with finance, legal, and ops to ensure compliant deal execution. With 3-5 years in operations or process improvement, you will lead process improvements, train analysts, and streamline workflows to shorten

Qualifications

• Bachelor's degree/MBA in Business Administration, Engineering, IT, or a related field.
• 3-5 years of Operations experience.
• 2-4 years of experience in a process improvement focused environment.
• Consulting experience preferred.
• Knowledge of Oracle CRM system.

Responsibilities

• Analysing and structuring complex sales transactions to align with company policies and customer needs.
• Evaluating deal profitability, risk, and compliance.
• Oversight of other analysts, and for training and process improvement within the deal desk itself.
• Providing guidance and support to sales teams on deal structuring, pricing, and approvals.
• Working closely with sales, finance, legal, sales operations, and other departments to ensure deal is structured according to corporate policies.
• Coordinating approvals and resolving issues cross functionally.
• Streamlining deal desk processes and workflows to improve efficiency and reduce sales cycle times.
• Identifying and implementing best practices for deal management.
• Analyzing deal data, and creating reports to provide insight into deal pipeline and performance.
• Ensuring deals comply with company policies, legal requirements, and revenue recognition standards.
• Identifying and mitigating potential risks associated with deals.

Skills

Executive communication

Cross-functional collaboration

Multi-tasking

Process improvement

Analytical skills

Root cause analysis

Presentation skills

Leadership

Education

Bachelor's or MBA in Business/Engineering/IT

Tools

Oracle CRM

Job description

Cloud Software Group is seeking a Deal Desk professional to analyze and structure complex sales transactions in line with corporate policies. You will assess profitability, risk, and compliance while guiding sales teams on pricing and approvals.

The role requires cross-functional collaboration with finance, legal, and ops to ensure compliant deal execution. With 3-5 years in operations or process improvement, you will lead process improvements, train analysts, and streamline workflows to shorten