Standard Deal Partner Specialist I (Hybrid)

Trellix; Frankfort (KY); 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

Community involvement support

Job summary

Trellix is seeking a Standard Deal Partner Specialist I (Hybrid) to serve as the escalation point and operational engine for our Quote-to-Invoice processes within the COE. The role supports the Premium Deal Partner team, resolves complex tickets, and assists with deal structuring to ensure revenue recognition.

Based in the United States with hybrid work requiring 2 days per week at Frisco, TX, this role emphasizes cross-functional collaboration and continuous improvement in Q2I workflows.

Qualifications

• Minimum of 2 years of related experience with a Bachelor’s degree, or equivalent experience.
• Good communication skills and strong work ethic.

Responsibilities

• Diagnose and resolve complex, non-standard support tickets and Q2I system errors escalated by the L1 COE team.
• Step in during peak periods to structure, facilitate, and approve smaller deals to ensure smooth revenue recognition.
• Clear roadblocks in order booking, Quoting, Deal Desk, and Order Management workflows to ensure seamless execution.
• Partner effectively with Sales, Systems Engineers, Customer Success Managers, Finance, and Premium Deal Partners to drive deals across the finish line.
• Own requests from initiation through resolution with End-to-End ownership.

Skills

Communication skills

Analytical thinking

Organizational skills

Prioritization & detail orientation

Education

Bachelor's degree or equivalent experience

Tools

Google Apps

Salesforce

CPQ

SAP

Job description

Remote United States

Full time

JR0037882

Standard Deal Partner Specialist I (Hybrid)

About Trellix

Trellix is a global company redefining the future of cybersecurity. The company’s comprehensive, open, and native cybersecurity platform helps organizations confronted by today’s most advanced threats gain confidence in the protection and resilience of their operations. Trellix, along with an extensive partner ecosystem, accelerates technology innovation through artificial intelligence, automation, and analytics to empower over 50,000 business and government customers with responsibly architected security. More at https://trellix.com .

Role Overview

The Deal Partner Specialist I serves as the escalation point and operational engine for our Quote-to-Invoice (Q2I) processes within the Center of Excellence (COE).

This role requires a versatile subject matter expert who can both resolve complex, non-standard support tickets escalated by the L1 COE team and provide critical “horsepower” to the Premium Deal Partner team.

Whether diagnosing deep system errors, clearing order booking roadblocks, or stepping in to structure and approve smaller deals during peak periods, the L2 Specialist keeps the revenue engine running smoothly.

Operating with limited supervision, this internal-facing role interacts primarily with internal Q2I leaders and cross-functional partners, with occasional exposure to external customers.

This is a hybrid role and will require the person to be at our Frisco, TX office 2 days every week.

About The Role

Operational Support & Execution

• 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.

Cross-Functional Collaboration & Service

• 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.

Accountability & Continuous Improvement

• Issue Escalation: Proactively identify and inform management of urgent, potential roadblocks before they elevate.
• 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.

About You

• Minimum of 2 years of related experience with a Bachelor’s degree, or equivalent experience.
• Prior work experience in data operations, customer/ sales support would be preferred.
• Good communication skills
• Advanced computer skills (Google Apps). Prior experience in Salesforce, CPQ, SAP or similar business applications.
• Strong work ethic & organizational skills.
• Analytical and problem solving abilities.
• Prioritization, attention to detail and task management skills.

The Annual Base Pay Range is $60,000 to $70,000. Actual base pay within the Base Pay Range will depend on varying circumstances, including the work location, individual qualifications, company budget and other operational business needs. Compensation may also include incentives, subject to various metrics and company policy.

Company Benefits and Perks

We believe that the best solutions are developed by teams who embrace each other’s unique experiences, skills, and abilities. We work hard to create a dynamic workforce where we encourage everyone to bring their authentic selves to work every day. We offer a variety of social programs, flexible work hours and family-friendly benefits to all of our employees.

• Retirement Plans
• Medical, Dental and Vision Coverage
• Paid Time Off
• Paid Parental Leave
• Support for Community Involvement

We’re serious about our commitment to a workplace where everyone can thrive and contribute to our industry-leading products and customer support, which is why we prohibit discrimination and harassment based on race, color, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation or any other legally protected status.

Our Commitment to You

At Trellix, we are committed to creating a safe and trustworthy experience for our customers, employees, and candidates. Please be aware that fraudulent recruiting activity can occur through fake job postings or impersonated communications.

Trellix conducts interviews through professional channels only and does not use text messages, instant messaging, or group chats for interviews. We will never request sensitive personal information—such as your date of birth, Social Security number, or national ID number—during the interview process.

Trellix also does not require candidates to pay fees, purchase products or services, or process payments of any kind as part of the recruiting or hiring process. And Trellix will never keep any original work authorization documents that we may be required to review during the hiring process.