Deal Desk Analyst 3

VARITE • San Jose, CA

2d • Hybrid

About The Position

VARITE is looking for a qualified Deal Desk Analyst 3 in San Jose, CA. The primary focus of this position will be to help structure profitable and compliant transactions that address the needs of a diverse set of internal corporate customers, maximize the company's revenue, and increase the effectiveness and productivity of the North America Digital Marketing Sales force. This role will act in a fiduciary capacity in managing first line approvals for the deal approval process, including deal structuring and accelerating deal closures. This will be accomplished by meeting with sales teams to identify Customers' critical business issues and assist in structuring transactions that meet both the company's requirements and the Customer's needs. The Deal Desk Analyst will manage the day-to-day deal approval process, meet with sales teams, and communicate via documented business case with cross-functional stakeholders to articulate deal value in a consistent manner. They will also draft and certify customer contracts, perform to a specified set of metrics and service levels, and be responsible for adherence to and compliance with policy and procedures. This role requires interaction with internal stakeholders, including but not limited to Legal, Sales Operations, Sales Finance, Revenue Assurance, Business Units, Order Management, Credit, and other functions. Regular communication with sales teams is necessary to ensure consistent application of process and policy. The analyst must ensure that transactions adhere to the company's internal revenue recognition policies and operational guidelines, prepare in-quarter deal status and communication to management, and evaluate current processes, offering recommendations for areas of improvement.

Requirements

• Bachelors in Finance or Accounting or equivalent experience.
• Proven experience in FP and A, Sales Finance, Sales Operations or Deal Desk.
• Experience drafting and analyzing binding sales agreements.
• Ability to work independently in a fast-paced environment.
• Demonstrated capability to build strong working relationships with internal stakeholders.
• Experience in structuring multi-element contracts including subscriptions, licenses, services and support.
• Proficient in software revenue recognition accounting, SOP 97-2 and related.
• Strong communication, organizational and problem-solving skills.
• Excellent oral and written communication skills.

Responsibilities

• Help structure profitable and compliant transactions that address the needs of internal corporate customers.
• Maximize company revenue.
• Increase the effectiveness and productivity of the North America Digital Marketing Sales force.
• Manage first line approvals for the deal approval process, including deal structuring and accelerating deal closures.
• Meet with sales teams to identify Customers' critical business issues and assist in structuring transactions.
• Manage the day-to-day deal approval process.
• Communicate via documented business case with cross-functional stakeholders to articulate deal value.
• Draft and certify customer contracts.
• Perform to a specified set of metrics and service levels.
• Ensure adherence to and compliance with policy and procedures.
• Interact with internal stakeholders, including Legal, Sales Operations, Sales Finance, Revenue Assurance, Business Units, Order Management, and Credit.
• Regularly communicate with sales teams to ensure consistent application of process and policy.
• Ensure that transactions adhere to internal revenue recognition policies and operational guidelines.
• Prepare in-quarter deal status and communication to management.
• Evaluate current processes and offer recommendations for areas of improvement.

Benefits

• Health Insurance: Medical, dental, and vision coverage
• Retirement Plans: Participation in a company-sponsored retirement savings plan.
• Legal Service Plans: Offering access to attorneys for legal advice and representation.
• Employee referral bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Senior