Senior Deal Desk Analyst (Temporary Contract)

AuditBoard; United States; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health plans & family-building support

Paid time off

Retirement & life insurance

Parental leave

Professional development

Community involvement

Wellness stipend

Mental health support (Headspace)

Job summary

Optro is seeking a Senior Deal Desk Analyst (Contract) to join our Global Deal Desk team. The role partners with Sales and Customer Success to structure deals, price accurately, draft contracts, and approve quotes for cloud subscriptions.

You will review terms with finance and legal, support quoting tools, train new hires, and drive process improvements. A minimum 5 years SaaS Deal Desk experience and a 4-year degree are required.

Qualifications

• Minimum 5 years of deal desk experience in a SaaS company.
• Proficient in deal structuring, pricing, and contract management.
• Strong business partnering with Sales and Customer Success.
• Familiar with CRM systems; Salesforce CPQ a plus.
• Bachelor's degree required.

Responsibilities

• Structure deals and pricing; draft, modify, and finalize contracts for Cloud Subscription Services.
• Review and approve quotes; ensure accuracy with finance and legal.
• Support Sales on quoting tools and participate in deal reviews with Sales Leadership.
• Train new hires and support ad hoc training requests.
• Drive efficiency and process improvements; handle day-to-day quoting inquiries.

Skills

Business partnering

Global deals experience

Customer first

Velocity bias

Deal desk SaaS experience

Education

Bachelor's degree required

Tools

CRM systems

SFDC / CPQ

Excel / Word / Windows

Job description

• Optro is seeking a Senior Deal Desk Analyst (Temp) to join our Global Deal Desk team. The Deal Desk Analyst Contractor role is viewed as a trusted and recognized business partner to the Sales Field Organization. The Deal Desk Analyst will support all commercial-related activities including, but not limited to, deal structuring and pricing, contract creation, review and approval for quotes, and providing support to the Sales Field on Optro’s quoting tools
• NOTE: This is a temporary, contract position designed to provide additional support to the Global Deal Desk team
• Provide expert guidance to the Sales field and Customer Success in the areas of deal structuring, pricing, redlining and contract management. Participate in deal reviews with Sales/Sales Leadership to help drive Account-Level strategy on pricing/deal structuring
• Ensure deals are structured and processed efficiently and align with company policies
• Review, interpret, and confirm contract terms and conditions; work closely with finance and legal teams to ensure all contracts are accurate. Verify compliance with internal policies
• Responsible for drafting, modifying, and finalizing contracts including new, add-on, and upsell business for Cloud Subscription Services
• Review and approve deals for Optro customers and prospects
• Anticipate issues and initiate actions to resolve them using professional judgment and concepts, company policies, and procedures
• Deal with day-to-day queries from Sales, and Account Management teams on Optro’s quoting tools and/or CRM system. Participate in testing, as requested, to support quoting tool enhancements
• Support Sales enablement through new hire training initiatives and ad hoc training requests as needed
• Independently drive efficiency and process improvements. Support commercial projects on an as-needed basis

Benefits

• Health and wellness benefits: High quality health plans and access to hormonal and family-building support.
• Time away from work: Generous paid time off including vacation, holidays, sick time, bereavement, and more.
• Financial benefits: Beyond a competitive salary, plans are provided to assist in your financial future including retirement and pension plans as well as life and disability insurance.
• Parental leave: Parents are eligible for time off to care for their newborn, adopted child, or foster child. Parental leave benefits and pay vary by location.
• Professional development: Continuously grow through development workshops, mentoring programs, and more.
• Community impact: We partner with communities to provide services in addition to sponsoring our own events.
• Live your best life: Invest in yourself, on us. Our monthly wellness stipend is designed to support your life beyond the screen, giving you the flexibility to fuel your passions and your well-being.
• Mental health: Access to Headspace’s well known meditation support plus coaching and therapy, for you and additional loved ones.

• Ability to organize, prioritize, complete activities and meet deadlines on a daily basis
• Outstanding business partnering skills – able to interact positively with the Sales Field and influence business outcomes
• Experience supporting global / multinational customer and deals
• Excellent understanding of commercial terms and conditions
• A “Customer First” perspective and ethos
• The ability to acquire knowledge of our products and the value they provide to Optro’s Customers
• A minimum of 5 years professional experience in Deal Desk in a SaaS company
• The ability to acquire a thorough understanding of Optro’s corporate goals and objectives and consider these goals/objectives within the design of offers
• A bias towards velocity
• Requires a 4-year college degree
• Excellent understanding of most Deal Support/Commercial topics (pricing, deal structuring, contracting etc.); familiarity with SaaS revenue recognition policies a plus
• Requires proficiency with computer applications, such as Windows, Excel, and Word and CRM systems – Optro’s, SFDC and CPQ experience a plus