Hybrid Deal Partner Specialist I — Q2I Expert

Trellix; Madison (WI); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Retirement Plans

Medical, Dental and Vision Coverage

Paid Time Off

Paid Parental Leave

Support for Community Involvement

Job summary

Trellix in the United States is seeking a Standard Deal Partner Specialist I (Hybrid) to support the Quote-to-Invoice process. The role acts as the escalation point for complex tickets and helps structure smaller deals to keep revenue flowing smoothly.

Works with internal Q2I leaders and cross-functional teams, with occasional external customer exposure. The position is hybrid, requiring 2 days at the Frisco, TX office each week.

Qualifications

• Minimum of 2 years of related experience with a Bachelor’s degree, or equivalent experience.
• Prior work experience in data operations, customer/sales support preferred.
• Good communication skills.
• Advanced computer skills (Google Apps).
• Analytical and problem solving abilities.
• Prioritization, attention to detail and task management skills.

Responsibilities

• Ticket Escalation & Resolution: Diagnose and resolve complex, non-standard support tickets and Q2I system errors escalated by the L1 team.
• Deal Structuring & Approvals: Step in during peak periods to structure, facilitate, and approve smaller deals to ensure smooth revenue recognition.
• Order Management & Delivery: Clear roadblocks in order booking, Quoting, Deal Desk, and Order Management workflows to ensure seamless execution.
• Process Excellence: Apply Q2I policies, practices, and procedures to daily workflows, focusing on high-quality delivery and minimizing repeated errors.
• Internal Business Partnership: Partner effectively with Sales, Systems Engineers (SEs), Customer Success Managers (CSMs), Finance, and Premium Deal Partners to drive deals across the finish line.
• End-to-End Ownership: Provide a high level of customer service by owning requests from initiation through resolution.
• Relationship Building: Establish stable, collaborative working relationships across internal departments and develop skills for occasional external customer interactions.
• Issue Escalation: Proactively identify and inform management of urgent, potential roadblocks before they escalation.
• Skill Development: Continuously build technical aptitude, process knowledge, and problem-solving skills under supervisor guidance while taking on new responsibilities.
• Strategic Alignment: Align daily tasks with department business objectives to deliver positive operational outcomes.

Skills

Google Apps

Salesforce

CPQ

SAP

Analytical problem solving

Communication skills

Strong work ethic

Organizational skills

Prioritization

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

CPQ

SAP

Job description

Trellix in the United States is seeking a Standard Deal Partner Specialist I (Hybrid) to support the Quote-to-Invoice process. The role acts as the escalation point for complex tickets and helps structure smaller deals to keep revenue flowing smoothly.

Works with internal Q2I leaders and cross-functional teams, with occasional external customer exposure. The position is hybrid, requiring 2 days at the Frisco, TX office each week.