Deal Desk Analyst

QualiaAustin, TX
6hHybrid

About The Position

At Qualia, we've built the leading B2B real estate technology that transforms the home buying and selling experience into a simple, secure, and enjoyable process. Our SMB and Enterprise products bring together users from across the real estate ecosystem---homebuyers and sellers, lenders, title and escrow agents, and real estate agents---onto a single shared digital closing platform, providing greater clarity and transparency to real estate transactions. Today, through our business customers across the country, millions of consumers use Qualia to close on homes every year. WHAT YOU'LL WORK ON You will be a point person on the Deal Desk team. You will help support the Go-to-Market organizations with opportunity management and revenue bookings, contract review, and billing/order management. You will ensure all Salesforce and customer data is validated and accurate with Qualia’s financial standards, compliance, and policies. This individual is a subject matter expert for product and pricing, deal strategy, and is a trusted advisor to Revenue Operations and GTM teams.

Requirements

  • 1-2 years of experience managing contracts and deal structures in a SaaS environment
  • Experience with Salesforce preferred
  • Knowledge of SaaS revenue models
  • Strong organizational skills and business judgment with the ability to handle projects independently end-to-end
  • Ability to work cross-functionally across various business units, adapt quickly, and prioritize requests
  • Strength in process documentation, presentation, and training
  • Ability to work on many deals simultaneously, handling adversarial conversations in a firm but calm manner

Responsibilities

  • Process Salesforce opportunities promptly and ensure all documentation falls in line with the booking policy
  • Manage the booking process and ensure incoming Salesforce quotes and subscriptions are accurate, including but not limited to confirming contact and billing information, discounting, non-standard terms, and custom billing schedules
  • Troubleshoot and resolve errors, discrepancies, and issues that arise during the quoting process in Salesforce
  • Ensure approvals for non-standard deals have been properly documented, escalated to the right approval levels, and resolved within reasonable time frames
  • Capture, maintain, and disseminate accurate and relevant information using Salesforce
  • Partner with Sales and cross-functional teams, including Customer Success, Finance, and Legal, to resolve deal issues on behalf of Sales
  • Effectively manage and work through end-of-month and end-of-quarter volumes
  • Perform other duties and projects as assigned when needed to support Revenue Operations and the business

Benefits

  • In addition to comprehensive health plans, a 401k program, and commuter benefits, we prioritize family and personal well-being through professional development, parental leave, and a flexible time off policy.
  • Qualia offers a robust online onboarding program to train new hires, biweekly all hands meetings, and a variety of internal virtual events to keep employees connected.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

251-500 employees

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