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Full-Time

Deal Desk Analyst

Posted on 9/5/2024

Box

Box

1,001-5,000 employees

Cloud-based content management and collaboration solutions

AI & Machine Learning
Enterprise Software

Compensation Overview

$62.5k - $78kAnnually

+ Equity + Benefits

Junior, Mid

Austin, TX, USA + 2 more

More locations: Chicago, IL, USA | New York, NY, USA

Employees must work from their assigned office a minimum of 2 days per week, focusing on Tuesdays and Thursdays.

Category
Financial Planning and Analysis (FP&A)
Sales & Trading
Finance & Banking
Required Skills
Sales
Communications
Financial analysis
Salesforce
Requirements
  • 2-3 years previous consulting, financial analysis, legal, sales operations, order management and/or pricing background preferred.
  • Strong motivational, coaching, & mentoring skills.
  • Self-starter, highly analytical, with sound decision-making skills.
  • Strong communication and interpersonal skills; must be able to foster & maintain strong partnering relationships with sales and internal departments.
  • Ability to multi-task to tackle large volume of deal requests.
  • Experience in Salesforce is required.
  • BS/BA required.
Responsibilities
  • Provide business, pricing, product knowledge, and analytical support to sales for large, complex, non-standard transactions
  • Streamline and automate the process for non-standard deal approvals, e.g. thresholds and rules, approver roles and responsibilities, approval routing and workflow design, automated exception alerting and communications, and the creation of a hierarchy of special terms, tips/techniques and recommended workarounds
  • Foster and maintain strong working relationships with critical business partners (e.g. Revenue Recognition, Legal, Finance, etc.) expedite the review and approval process.
  • Identify potential training issues and coordinate with internal teams to develop and deliver sales enablement tools (e.g. Product and Pricing FAQ’s, Sales Approval templates, etc.).
  • Proven leadership skills to continually streamline and improve practices, including tools, templates and processes, to support an efficient and effective deal desk
  • Participate in the integration planning and execution process for new lines of business (e.g., Platform, Channel). Develop operational readiness plans and assess quoting readiness. Oversee tool enhancement activities, drive testing plans and deliver functional tools to the deal desk teams.
  • Work with deal support teams (e.g. Legal, Revenue Recognition, Finance, etc.) to address complex pricing/commercial terms and provide options to enable sales to address and overcome customer objections while maximizing revenue/bookings.
  • Engage with designated sales teams to provide pricing and deal structuring guidance
  • Function in sales advisory capacity to coach sales on objection handling techniques, contractual options, and standard business terms.
  • Function as a sales advocate to liaise with Legal and Finance business partners to address/resolve sales impediments.
  • Facilitate the sales approval and/or “standardized” contract document generation processes. Ensure compliance with published sales and business approval policies.

Box provides cloud-based content management and collaboration solutions that enable businesses to securely manage, share, and collaborate on their content. The platform offers features such as secure file storage, sharing, and collaboration tools, along with advanced functionalities like Box AI for Notes and Box AI for Documents, which utilize artificial intelligence to improve productivity by providing instant answers and content creation capabilities. Box differentiates itself from competitors through its focus on customer-centricity and tailored subscription plans that cater to various industries and business sizes. The company's goal is to transform the way people work together by offering a simple, secure, and efficient cloud content management system.

Company Stage

IPO

Total Funding

$1.2B

Headquarters

Redwood City, California

Founded

2005

Growth & Insights
Headcount

6 month growth

8%

1 year growth

10%

2 year growth

20%
Simplify Jobs

Simplify's Take

What believers are saying

  • Box's recognition as one of the 100 Best Companies to Work For® in 2024 highlights its commitment to fostering an inclusive and supportive work environment.
  • Strategic partnerships, such as the integration with Microsoft Azure OpenAI Service, enhance Box's AI capabilities and offer advanced solutions to its clients.
  • The appointment of experienced leaders like Steve Murphy to the Board of Directors brings valuable expertise and guidance to drive the company's growth.

What critics are saying

  • The competitive landscape of content management and collaboration tools is intense, with major players like Google Drive and Microsoft OneDrive posing significant challenges.
  • The integration of advanced AI tools requires continuous innovation and investment, which could strain resources and impact profitability.

What makes Box unique

  • Box's integration of AI tools like Box AI for Notes and Documents sets it apart by enhancing productivity through instant answers and content creation capabilities.
  • The company's strong emphasis on security and compliance, particularly in sectors like healthcare, makes it a trusted partner for organizations handling sensitive data.
  • Box's global presence, with significant operations in APAC, allows it to cater to a diverse range of clients, from small businesses to large enterprises and government agencies.

Benefits

Health and Wellness

Family Support

Generous Time Off

Financial Benefits

Community

Evolving Workplace

INACTIVE