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Deal Desk Analyst
hace 2 semanas
Deal Desk within Sales Finance provides strategic, cross-functional and comprehensive assistance to sales contracting and financial compliance, process improvements, and building scalable solutions that help our sales team and leadership make informed decisions, with a focus on streamlining global efforts across the business.
We are a distributed team with coverage across all GEOs and collaborate daily with most customer focused functions in the organization (ELT, SLT, Sales, Tech Sales, Product, Legal, Finance). We also play a significant role in structuring and approving all significant transactions within Elastic, thus helping to craft all future contracts that drive our revenue growth
What You Will Be Doing:
- Act as a business partner to Sales and Finance in developing strategies for complex deals with a focus on financial and revenue compliance
- Execute against and maintain EMEA geographic Deal Desk support framework
- Provide Deal Desk support for super-geo Manager
- Enforce and manage approvals for non-standard deals and effectively collaborate across Sales, Finance, and Legal
- Serve as a trusted adviser to sales executives and their teams on pricing, product configuration, and business terms to support sales efforts
- Strong presence and communication with the Field.
- Ability to execute strategies and manage under supervision sales enablement, deal optimization, profitability and strategic positioning initiatives
- Drive and execute decision reviews, approvals, and executing across competencies (quoting, legal, revenue, etc.)
- Support the global Deal Desk leadership to deliver consistent and exceptional support to our sales organization
- Propose and execute initiatives as part of the long term strategy for the Deal Desk team and business
- High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business
Deal Management
- Assess Financial and revenue risk on non-standard deals and understand and embed financial/legal compliance
- Propose and incorporate custom terms and legal edits into order forms and contract documents
- Coordinate and manage cross-departmental approvals outside of standard systematic workflow
- Maintain and update repository of legal language templates for non-standard deals for specific offerings
- Understand and enforce revenue recognition policies across all deals
- Support RFP/RFI/Vendor Questionnaires and drive the enablement process related to such requests.
Quote to Cash
- Create and manage systematic CRM workflows around Deal Desk sales engagement and Revenue team alerting for non-standard orders
- Conduct due diligence and construct financial and legal requirements for changes in existing offerings and launch of new offerings
- Identify gaps in current Deal Desk processes (both operational and systematic) and create improvements for efficiencies
- General experience in building IT requirements and enhancements, and project management
What You Bring Along:
- Bachelor's degree in Finance or related competency
- At least 5 year of experience in Sales Operations, Channel Operations, Deal Desk, Contract Administration or related
- MBA preferred
- Strong attention to detail while multitasking
- Strong communication skills
- Ability to work in a fast-paced, high-pressure environment
- High proficiency in MS Office (Excel, Word, PowerPoint) and GSuite, (CPQ a plus)
- Experience working in a SaaS or high-tech company is also a plus
