Deal Operations Specialist
Confirmed live in the last 24 hours
Locations
Remote
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
Salesforce
Communications
Requirements
- 3+ years of experience in a revenue operations, deal desk analyst, order management analyst or related sales operations functions
- Highly collaborative, and “customer first” mentality
- Prior experience with Salesforce (certifications are a plus)
- Skilled with Excel, including pivot tables
- An understanding of K-12 school district procurement processes, and the ability to navigate and progress long, complex sales cycles
- Prior experience with complex, cross-functional pricing & proposal execution across sales, legal, and finance; ability to analyze and recommend licensing structures and contract terms
- Clear and thoughtful communicator with exceptional critical thinking skills, and unafraid to voice a point of view
- Self-motivated and innovative, with the ability to lead internal stakeholders by influence if needed
- Strong interpersonal, verbal and written communication and presentation skills
- Able to thrive within a high growth, dynamic environment
Responsibilities
- Develop and implement scalable operations to increase contract velocity and efficiency
- Partner with cross-functional teams including Finance, Operations, CX, Product, Engineering and Data Science to mitigate risk for non-standard deal structures
- Help establish and ensure adherence to our pricing, quoting, and contracting processes and policies
- Serve as the point of contact and subject matter expert on deal constructs, special pricing, operations, and revenue policies for ad hoc troubleshooting of deal issues and sales escalations
- Support the creation of and adherence to Sales, Finance, and CX processes, especially salesforce fidelity, closed-won processing
- Report out on Deal progress and key performance indicators (eg customized T&C or Data terms)
- Enable the Sales Team to close deals efficiently
- Manage RFPs, including creating scalable processes
- Manage grant applications
- Proactive procurement discovery and support for Sales and Finance in navigating district procurement processes
- Salesforce Infrastructure and Administration
- Design, implement, and maintain salesforce infrastructure and data across the organization in alignment with each function's goal-driven requirements
- Manage Salesforce contractors
- Maintain internal SLAs around Salesforce usage
- Build out dashboards and reporting and workflows for teams
- Ensure tight integration between other data system and Salesforce (eg Churn Zero)