Deal Desk Analyst
About The Position
Pantheon is scaling thoughtfully, and we want you to be a key player in our business transformation. As a Deal Desk Analyst, you will sit at the intersection of Sales, Finance, Legal, and Accounting, acting as a trusted advisor to ensure scalable growth for the entire business. You are a strategic business thinker with excellent communication and collaboration skills, thriving in a fast-paced, dynamic environment. This position reports to our Senior Deal Desk Manager. In this role, you will manage first-line approvals for the deal approval process, including complex deal structuring and accelerating deal closures. You will collaborate with sales and customer success teams to identify customers’ critical business issues and assist in structuring transactions that align with both client requirements and customer needs.
Requirements
- 3+ years of sales, finance or operations experience
- Experience executing and managing complex software deals through the full order lifecycle, from initial structuring through approvals, negotiation and close
- Detail oriented with the ability to multitask and prioritize at times of high volume
- Deep understanding of quote-to-cash processes and contract lifecycle
- Strong written and verbal communicator with the ability to collaborate effectively in a remote-first environment
- Easy to work with - with a positive, collaborative attitude - you take the work seriously but not yourself!
- Proficiency with Salesforce, CLM tool(s), CPQ tool(s)
Responsibilities
- Serve as a trusted adviser to Sales on Enterprise deal-related matters.
- Provide proactive support and guidance to Sales for creative deal structuring, alternative contract options, and value positioning.
- Review Order Forms for accuracy, pricing, and compliance; perform to a specified set of metrics and service levels.
- Manage the queue and approval process for sales orders, escalating as required.
- Work closely with Sales Management, Finance, Legal, and Support teams.
- Drive best practices to increase Deal Desk and sales efficiency and effectiveness across the organization, including identifying gaps or process issues.
- Analyze and report on transaction trends, efficiency metrics, and areas for improving efficiency.
- Deliver relevant training to new and existing salespeople on Deal Desk processes, order procedures, and overall QTC best practices.
- Ensure adherence to and compliance with policies and procedures around revenue recognition and operational guidelines.
Benefits
- Industry competitive compensation and equity plan
- Flexible time off, sick days, and 13 paid holidays
- Comprehensive medical insurance including Health, Dental and Vision
- Paid parental leave (plus fertility, adoption and other family planning benefits)
- In-office workspace (San Francisco)
- Monthly allowance for wellness, reading and access to LinkedIn Learning for continued development
- Events and activities both team-based and company wide that inspire, educate and cultivate
- performance bonus dependent on company performance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
