Deal Desk Manager

BCforward; Austin (TX); Hybrid; USD 69.000 - 76.000; Vollzeit

Benefits dieser Stelle

Medical benefits

HSA

Dental

Vision

401k

Zusammenfassung

BCforward is seeking a detail-oriented Sales Ops Analyst for a hybrid role in Austin, TX. The position focuses on contract administration, supplier onboarding, payout processing, and operational reporting within Salesforce and procurement systems.

The ideal candidate will manage high-volume transactions, ensure data accuracy, and collaborate with Finance, Revenue Accounting, and Deal Operations to support month-end activities. 1–3 years of related experience and strong Excel skills are expected.

Qualifikationen

• 1–3 years of experience in sales operations, business operations, contract administration, procurement, accounts payable/receivable, data entry, quality assurance, or a related field.
• Hands-on experience with Salesforce, including maintaining records, navigating reports, and performing data updates.
• Exposure to contract administration, deal fulfillment, invoicing, payments, purchase orders, supplier onboarding, or approval workflows.
• Strong Excel or spreadsheet skills, including lookups, pivot tables, conditional logic, data cleanup, and basic reconciliation.
• Excellent attention to detail and a proven ability to manage high-volume, deadline-driven work accurately.
• Strong written communication skills and the ability to follow established processes while identifying and escalating discrepancies.
• Ability to handle confidential contract, partner, and financial information with discretion.

Aufgaben

• Contract & Data Management: Create, update, and maintain Salesforce records related to accounts, contracts, incentive requests, and payouts.
• Validate contract details, including terms, dates, approved amounts, cost centers, and supplier information.
• Supplier Onboarding & Procurement: Coordinate supplier setup and onboarding, track requests through activation, monitor outstanding assessments, and follow up on delays or missing information.
• Payout Processing: Prepare and submit payout requests with accurate supporting documentation. Verify amounts against contract terms and approved budgets, track payment status, resolve rejected requests, and reconcile paid amounts.
• Reporting & Reconciliation: Maintain spreadsheets, trackers, dashboards, and recurring reports. Monitor budget utilization, identify discrepancies, and ensure records are consistent across Salesforce, procurement, contract, and finance systems.
• Quality Assurance: Perform data completeness checks, identify duplicate or outdated records, correct discrepancies, and maintain accurate documentation.
• Cross-Functional Collaboration: Work with Finance, Revenue Accounting, Deal Operations, and other stakeholders to resolve issues, obtain missing information, and support month-end and quarter-end activities.
• Process Documentation: Maintain standard operating procedures, track outstanding items, and identify opportunities to improve workflows and support process automation.

Kenntnisse

Attention to detail

Deadline-driven work

Written communication

Discretion with confidential data

Data entry

Tools

Salesforce

Excel

Jobbeschreibung

BCforward is currently seeking a highly motivated Sales Ops Analyst for an Hybrid Opportunity at Austin, TX

Location: Austin, TX-Hybrid

Anticipated Start Date: ASAP

Please note this is the target date, and it is subject to change. BCforward will send official notice ahead of a confirmed start date.

Expected Duration: 12 Months

Job Type: Onsite

Salary Range: $50/hr.- $55/hr.

Please note that actual compensation may vary within this range due to factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).

Job Summary:

We are seeking a detail-oriented Sales Operations Analyst I to support partner incentive programs, contract administration, supplier onboarding, payout processing, and operational reporting. This role will manage high-volume transactions and maintain accurate records across Salesforce and internal procurement and finance systems. The ideal candidate has experience with contract-related operations, deal fulfillment, data management, and financial or procurement workflows. Strong attention to detail, organizational skills, and the ability to meet deadlines are essential.

Key Responsibilities

• Contract & Data Management: Create, update, and maintain Salesforce records related to accounts, contracts, incentive requests, and payouts. Validate contract details, including terms, dates, approved amounts, cost centers, and supplier information.
• Supplier Onboarding & Procurement: Coordinate supplier setup and onboarding, track requests through activation, monitor outstanding assessments, and follow up on delays or missing information.
• Payout Processing: Prepare and submit payout requests with accurate supporting documentation. Verify amounts against contract terms and approved budgets, track payment status, resolve rejected requests, and reconcile paid amounts.
• Reporting & Reconciliation: Maintain spreadsheets, trackers, dashboards, and recurring reports. Monitor budget utilization, identify discrepancies, and ensure records are consistent across Salesforce, procurement, contract, and finance systems.
• Quality Assurance: Perform data completeness checks, identify duplicate or outdated records, correct discrepancies, and maintain accurate documentation.
• Cross-Functional Collaboration: Work with Finance, Revenue Accounting, Deal Operations, and other stakeholders to resolve issues, obtain missing information, and support month-end and quarter-end activities.
• Process Documentation: Maintain standard operating procedures, track outstanding items, and identify opportunities to improve workflows and support process automation.

Minimum Qualifications

• 1–3 years of experience in sales operations, business operations, contract administration, procurement, accounts payable/receivable, data entry, quality assurance, or a related field.
• Hands-on experience with Salesforce, including maintaining records, navigating reports, and performing data updates.
• Exposure to contract administration, deal fulfillment, invoicing, payments, purchase orders, supplier onboarding, or approval workflows.
• Strong Excel or spreadsheet skills, including lookups, pivot tables, conditional logic, data cleanup, and basic reconciliation.
• Excellent attention to detail and a proven ability to manage high-volume, deadline-driven work accurately.
• Strong written communication skills and the ability to follow established processes while identifying and escalating discrepancies.
• Ability to handle confidential contract, partner, and financial information with discretion.

Preferred Qualifications

• Experience in deal desk, sales operations, revenue operations, or contract-to-payment workflows.
• Familiarity with interpreting contract terms and maintaining contract-related documentation.
• Experience improving operational processes, standardizing workflows, or supporting automation initiatives.
• Ability to work across multiple systems and reconcile information from different data sources.

Additional Information

• This is an operations-focused role emphasizing accurate data management, contract fulfillment, supplier coordination, and payout execution.
• The position is best suited for candidates who enjoy structured, detail-oriented work rather than quota-based or purely customer-facing sales activities.
• The interview process consists of one behavioral interview, approximately 45 minutes long.

BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

About BCforward:

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.