Deal Desk Analyst

Reports to: Director Sales Operations

A quick snapshot…

The Deal Desk Analyst has a very important role within our Revenue Operations group. As the Deal Desk Analyst you’ll be the liaison between sales and decision-making business units. You’ll support building modeling and reviewing proposals prepared by sales using the CPQ module of Salesforce while enforcing all written bookings policies and revenue guidelines. You’ll assist sales with navigating complex internal approval requirements to structure mutually beneficial agreements protecting revenue and meeting customer’s needs.

Why this role is a big deal…

This role is the gateway between sales and revenue. You’ll work closely with cross-functional partners (including the global sales team) to gather deal information assess deal requirements and provide support quoting complex non-standard deals. You’ll be an advisor for sales on deal structures deal pricing strategies commercial teams and approvals. This role is foundational to our strategy as a company enabling sales to have confidence with each and every proposal they send to their customers.

Are you the person we’re looking for?

Related experience. You have at least two years of experience working with Salesforce and CPQ (preferably in a Deal Desk role). Maybe you’ve even done some Salesforce reporting. You’re well versed in Microsoft Excel working with Vlookups Sumifs and Pivot Tables.

Experience supporting sales. You’ve previously worked supporting sales teams in the deal negotiation process by providing pricing and contract support ensuring accuracy and consistency in deal data and helping to streamline and automate workflows.

Resourceful & Collaborative. At Conga we achieve together-- when you have questions you find answers; when you’re faced with challenges you find solutions. You turn to a variety of resources including your colleagues professional network Internet articles books -- whatever helps you get the job done. Then you apply that knowledge across the business where it makes sense. You will work closely with sales reps sales operations legal and finance teams to ensure timely and accurate deal execution.

Strong communication and interpersonal skills. You’re not just comfortable engaging in collaborative discussions but initiating them too. You are skilled at reading and adapting to different communication styles. When you speak you are clear and concise. Your strong listening skills foster connection with our clients and allows you to accurately collect the right information so you can resolve issues in the most expedient way.

Here’s what will give you an edge…

Time management. You’ve found ways that work for you to manage your time and help you thrive in a fast-paced and changing environment. You’re able to stay organized and ensure all tasks are complete when working on multiple projects and priorities.

Quality oriented. You rarely make mistakes because you have good processes in place to ensure that every detail is correct. But in those rare occasions when errors are realized (let’s face it it happens to the best of us from time to time) you own them correct them learn from them and then quickly adjust and communicate processes to ensure the same mistake doesn’t happen twice. It’s your transparency authenticity and humility is what sets you apart from the rest.

Initiative. You don’t wait around for things to happen or for your manager to tell you what to do. You’re not only proactive about completing your own work but when you sense the need to introduce a project that will benefit the team or the organization -- even if it’s outside your scope of work -- you put a proposal together talk to the team about it and own it. And that also goes back to having an entrepreneurial spirit.

Industry expertise. Let’s face it understanding of SaaS or Salesforce ecosystem operating in high growth environments within the technology industry would allow you to hit the ground running.

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