Deal Strategy Analyst

SailPoint•Austin, TX

About The Position

Deal Strategy & Operations Analyst - AMS Preferred Location: Austin, TX In this role, you will provide essential support to the sales team at a rapidly growing US based software company. The ideal candidate will approach their work with meticulous detail, owning the roles of tactician and strategist. You will receive quote requests from the sales team, review, approve and provide accurate quotes while communicating with various departments within the organization. Our work environment is casual and fun, but we also work hard. The ideal candidate will be positive, proactive, assertive, and innovative, with well-developed written and communication skills.

Requirements

Experience with CRM databases, preferably Salesforce.com and quoting tools, ideally Salesforce CPQ.
Excellent attention to detail.
Understanding of subscription and perpetual models desirable.
Ability to manage expectations of a sales team with tight deadlines and constantly changing priorities.
Aptitude to manage discounting and margins for partners.
Proficient in Microsoft Office and Adobe DC.
Mathematically inclined and data driven.
Highly responsive with excellent communication skills, both written and verbal.
Ability to prioritize and manage your own workload with minimal oversight.
Two (2) years of previous Deal Desk, Sales Operations, Business Operations or Price / Quote experience preferred.

Nice To Haves

Bachelor's degree or global equivalent in a Business, Finance or Sales related field.

Responsibilities

Support the AMS sales team by structuring pricing and providing quotations for customers and partners. You may also help with overflow from other Geos (APAC and EMEA) as needed.
Work with multiple teams at our Austin, TX US based Headquarters including Sales, Product/Pricing specialists, Finance and Contracts to build and approve pricing and deal structure.
Use CPQ and available tools to issue quotation documents to the customer or partner for signature.
Gain and maintain up to date product knowledge of the SailPoint product suite and its components.
Map out non-standard complex deals using Excel if required and identify appropriate pricing model.
Ensure discount/maintenance levels and payment terms are compliant and in-line with company guidelines.
Monitor and chase pricing exception approvals, escalate when appropriate and build a strong relationship with approvers.
Check for forecast accuracy by ensuring the correct quote is reflecting on the opportunity in Salesforce.com.
Verify account legal entity names and billing addresses are accurate on all paperwork.
Perform post close audit reviews to ensure the correct SKU and support information is copied over to the contract record correctly.

Benefits

Health and wellness coverage: Medical, dental, and vision insurance
Disability coverage: Short-term and long-term disability
Life protection: Life insurance and Accidental Death & Dismemberment (AD&D)
Additional life coverage options: Supplemental life insurance for employees, spouses, and children
Flexible spending accounts for health care, and dependent care; limited purpose flexible spending account
Financial security: 401(k) Savings and Investment Plan with company matching
Time off benefits: Flexible vacation policy
Holidays: 8 paid holidays annually
Sick leave
Parental support: Paid parental leave
Employee Assistance Program (EAP) and Care Counselors
Voluntary benefits: Legal Assistance, Critical Illness, Accident, Hospital Indemnity and Pet Insurance options
Health Savings Account (HSA) with employer contribution