The ChallengeAs a Deal Desk Analyst, you'll tackle the complexities of structuring contracts and managing post-sales changes to optimize outcomes for OneTrust and our customers. Your challenge lies in navigating diverse requests while maintaining compliance and ensuring a smooth deal process. Your MissionCollaborate closely with the Go-To-Market (GTM) function and cross-functional teams to structure and configure contracts for optimal outcomes, balancing customer requirements with internal policies and business objectives.Manage post-sales contractual changes, including amendments, restructures, and re-bills, ensuring timely and accurate processing to meet customer needs and business requirements.Provide day-to-day support to Sales, Legal, Finance, and RevRec teams, addressing inquiries, resolving issues, and facilitating smooth contract execution.Leverage your expertise in Salesforce or other CRM systems to provide user support and maintain data integrity, ensuring accurate and reliable contract management.Continuously identify opportunities for process improvements and provide insights to enhance the Quote-to-Bill workflow and business rules.You AreAn experienced professional with a background in Deal Desk, or Order Management, ideally within the SaaS or technology industry. You possess strong analytical skills, attention to detail, and the ability to collaborate effectively across teams to achieve common goals. You thrive in a fast-paced environment and are committed to delivering high-quality service to both internal and external stakeholders. Ideally, you have a solid understanding of structuring deals within a SaaS company, ensuring optimal outcomes for both the organization and its customers.
Your Experience Includes
Bachelor's degree in Finance, Business Administration, or Accounting3 + years of experience in Deal Desk or Order Management roleKnowledge of Order Management processes and best practicesExperience with Salesforce Configure, Price, Quote (CPQ)Experience setting up standard and some non-standard quoting scenariosAbility to understand contracts and T&CsCan explain revenue metrics such as ARRExcellent communication skillsStrong business acumen with excellent communication skillsExtra Awesome
Supported transformative Quote to Cash initiativesCan build reports and Dashboards in SalesforceUnderstanding of CLM Solutions (e.g. Ironclad)Experience maintaining a repository of Quote to Bill business rules and process flowsDocuSign experience
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