Associate Deal Desk Analyst

We are looking for an Associate Deal Desk Analyst to drive the sales quote creation process, provide consultation to internal teams, develop sales quotes in Customer Relationship Management (CRM) tools, and ensure a smooth and timely execution of the quoting process.

You’ll be working with your manager, our Deal Desk Team Lead, to achieve the goals of the Deal Desk group! In this role, you will partner with Jama Software’s Order Management (OM), Sales and Customer Success (CSM) and Go-To-Market (GTM) teams, aiding them in achieving financial targets, and is a crucial role our company's success.

Join our dynamic team in a remote-first work environment, with the opportunity to come together annually for a company-wide gathering!

What You'll Do: 

• Provide consultation on sales quoting process and considerations to internal teams, quotes, assist with processing renewals and acquiring/reviewing purchase orders, and ensure sales order readiness for processing.
• Coordinate with Sales and Customer Success personnel in accurate quote creation and order submission via direct and/or indirect channels.
• Complete the quote creation process to allow GTM teams to focus on new business by collecting requirements from Sales and CSM’s for renewal, expansion & upsell opportunities; calculating and validate challenging quoting scenarios including multidate co-terms, staggered deployments, module/feature upgrades with product dependencies; and securing necessary internal approvals from cross functional teams.
• Coordinate with Revenue Operations, Sales and CSM teams to build more sophisticated quotes and/or work through one-off customer quoting challenges/requests while remaining in compliance with company booking/revenue policies.
• Research and analyze customer license purchase and renewal history and make recommendations based on prior activity.
• Understand customer contracts and agreements, as well as internal systems, to confirm quotes meet quoting requirements.
• Assist in audit and review of sales database information, identifying and eliminating duplicates, inaccurate information, and irrelevant contacts, ensuring system integrity.
• Partner with Revenue Ops and Order Admin to ensure that orders are booked accurately and in a timely fashion.
• Work extensively in sales software tools and develop extensive quoting expertise; ensure quotes are built in accordance with any contracts or legal agreements and company policies.
• Lead quote version control with high quality accuracy.
• Identify tool and process improvements around deal configuration, pricing, and quoting; participate in user acceptance testing.

What You'll Bring: 

• 2+ years of experience in quote development process and/or account quoting.
• Experience with Customer Relationship Management Software (Salesforce or similar).
• Knowledge of the sales quote creation process and its nuances.
• Exceptional interpersonal skills and ability to work with diverse roles across company.
• Excellent judgment and decision-making abilities.
• Able to balance a wide variety of daily tasks and adjust priorities on the fly.
• Extreme attention to detail and highly organized.
• Comfortable independently or in a team environment and enjoy a mix of both.
• Tech savvy, good at math, and solid understanding of Microsoft Office.

Nice to Have: 

• Experience with Salesforce.com/CPQ.
• Experience in SaaS/Technology industry.
• Experience working with both direct end users and resellers.
• Experience with deal desk, finance, contracts, sales, or revenue/sales operations.

Perks and Benefits: 

• Virtual first and culturally diverse work environment spanning 8 countries. 
• Ambitious and fun work with a chance to define distinct, company-shaping tangible contributions. 
• Flexible time off and leave programs crafted to meet the needs for your rejuvenation and extra support to cope with life events with a quarterly $75 wellness reimbursement. 
• Comprehensive and affordable medical, dental and vision plans with pre-tax savings accounts and a generous 401(k) employer match.
• 12 weeks of paid parental leave to bond with your new family member.
• Emphasis on learning and development at all levels with a subscription to LinkedIn Learning. 

At Jama Software, we welcome passionate individuals who have the unrestricted right to work in the United States, including natural citizens and Green Card holders, and reside in eligible states to join our team.

Jama Software participates in E-Verify and will provide the federal government with your Form I-9.