Deal Desk Analyst

EmburseDallas, TX
16h

About The Position

At Emburse, you’ll not just imagine the future – you’ll build it. As a leader in travel and expense solutions, we are creating a future where technology drives business value and inspires extraordinary results. Our AI-powered platform helps organizations modernize financial operations, increase visibility, and optimize spend across the enterprise. What you will do: We are looking for a Deal Desk Analyst to join our Deal Operations team to drive efficiencies in our quote to cash process. This role will work directly with the Sales organization by providing a high level of service with integrity, urgency, and responsiveness. An ideal candidate will have a desire to work in a role that is continuously evolving as our organization grows. What you will do Quickly learn and master the quoting process within the Salesforce & CPQ system. Conduct the initial triage of quotes submitted to Deal Desk for review. Evaluate deal economics, business terms, operational requirements and non-standard structuring requests. Collaborate closely with the Deal Desk members to effectively and efficiently manage the Deal Desk queue. Review assigned quotes in terms of deal financials, pricing and business risk. Provide discount and pricing guidance based upon published business policy and guidelines. Operate as an escalation point and ensure compliance with published sales and business approval policies. Act as liaison with cross-functional business partners to facilitate deal closure. Establish productive relationships and collaborate with Legal, Finance, Product, Pricing Sales and Operations to drive deal accuracy and efficiency. Become a subject matter expert on all commercial aspects in deals including pricing, product configuration and business terms. Perform any other duties assigned by the Deal Strategy and Operations Senior Director

Requirements

  • Bachelor’s Degree
  • 1 to 2+ years of experience with Sales Ops, Finance and/or Revenue Accounting, Deal Desk, or Sales
  • Familiarity with financial or revenue recognition principles and contracting guidelines.
  • Experience in a high volume / multi transactional environment.
  • Proficiency with Salesforce, CPQ and Excel and Google Sheets
  • Strong attention to detail both in writing and with numbers.
  • Strong analytical skills with the ability to interpret data, identify trends, and draw actionable insights.
  • Experience with direct SaaS sales ecosystems and sales quoting
  • Excellent oral and written communications skills
  • Effective organizational, multi-tasking and time management skills
  • Trustworthy with sensitive information

Responsibilities

  • Quickly learn and master the quoting process within the Salesforce & CPQ system.
  • Conduct the initial triage of quotes submitted to Deal Desk for review.
  • Evaluate deal economics, business terms, operational requirements and non-standard structuring requests.
  • Collaborate closely with the Deal Desk members to effectively and efficiently manage the Deal Desk queue.
  • Review assigned quotes in terms of deal financials, pricing and business risk.
  • Provide discount and pricing guidance based upon published business policy and guidelines.
  • Operate as an escalation point and ensure compliance with published sales and business approval policies.
  • Act as liaison with cross-functional business partners to facilitate deal closure.
  • Establish productive relationships and collaborate with Legal, Finance, Product, Pricing Sales and Operations to drive deal accuracy and efficiency.
  • Become a subject matter expert on all commercial aspects in deals including pricing, product configuration and business terms.
  • Perform any other duties assigned by the Deal Strategy and Operations Senior Director

Benefits

  • Competitive pay
  • flexible work
  • inclusive, collaborative environment that supports your success
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