Senior Offer Manager / Responsable des offres senior

Insurity

4d•$77,000 - $150,000•Remote

About The Position

As part of the Sales “Deal Desk” team, you will be responsible for coordinating with internal teams to scope a customer project, working with the sales team to establish a customer price while overseeing the profitability of each deal and ensuring appropriate process flow approvals. You will review and revise quotes in Insurity’s CPQ price application, confirm all commercial terms for deals and ensure that there is documented output reflecting the approved terms to be used by legal for contracting. You will report to the AVP of Offer Management and will have several colleagues that work together with you. You will interact with many organizations within Insurity (Sales, Legal, Product Management, Customer Experience) at all levels of the organization.

Requirements

Pricing and commercial terms development
AI process integration
Analytical and critical thinking
Written and oral English communication
Time management including work planning, prioritization, and organization
Ability to handle multiple priorities or tasks
Self-starter and quick learner
Detail-oriented
Active listener
Ability to collaborate and work autonomously
Flexible and adaptable
Capacity to analyze in-flight project impacts while scoping new project requests
Status read-outs (Sales, Legal, EPMO & Exec)
Project Estimation including Scope, Financials, Risks & Assumptions
Understanding of Project Management methodology
5+ years’ experience or Bachelor’s degree in related field (equivalent work experience may be considered)
Advanced knowledge of: CPQ systems, AI tools, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Project, Visio/or another diagramming tool

Responsibilities

Responsible for coordinating with internal teams to scope a customer project, working with the sales team to establish a customer price while overseeing the profitability of each deal and ensuring appropriate process flow approvals.
Provide sales teams with guidance on pricing, pricing structure and strategy.
Independently support multiple sales teams with special pricing requests and manage large opportunities with all required parties.
Use business experience to prepare and present alternatives to leadership on pricing scenarios.
Partner with the sales team to manage the profitability and approval matrix to deliver pricing for each opportunity
Present and roll out new processes across all levels of organization.
Monitor adherence to new processes and course correct as needed.
Collaborate with cross-functional team members to scope the services project based on agreed upon parameters engaging additional resources for things outside those parameters.
Manage assigned deal estimation requests – including meeting preparations, scheduling, agenda preparation, content and presenter planning, documenting, and distributing minutes and action items, scheduling any follow-up sessions, etc.
Solicit inputs from Professional Services leadership on the financial, scheduling, and resourcing aspects of a proposed estimate.
Initiate internal and external communication throughout defined pre-sales process via face-to-face meetings, teleconferencing and email.
Coordinate development of order form documents including estimates, SOWs and RFP responses working closely with all stakeholders including Sales, Legal, Product Management & Professional Services.
Review financial data as related to various requests for special pricing and identify possible risks associated with service terms, product descriptions, and price concessions.
Uses keen business judgment and financial knowledge to defend and debate recommendations.
Maintains records supporting all business cases.
Ensures compliance with internal procedures and government regulations.
Assists order management and finance in resolving implementation issues, billing issues, and technical issues.
Ensure team productivity is meeting targets and delivering value to the field.
Contribute to the feedback loop into the company on street pricing, implementation requirements, and customer roadblocks.
Identify, address, and bring issues to closure.
Effectively handle team escalations.
Other duties as assigned