Deal Strategy Analyst Intern

Lucid Software is a leader in visual collaboration, helping teams see and build the future from idea to reality. With our products—Lucidchart, Lucidspark and Lucidscale—teams can align around a shared vision, clarify complexity, and collaborate visually, no matter where they're located. Our products, business and workplace culture have received numerous global and regional recognitions, such as being included on the Forbes Cloud 100 and being named a Fortune Best Workplace in Technology. Lucid is a hybrid, remote-friendly workplace, providing employees the flexibility to work where they are most productive. Our employees embody our four core values of teamwork over ego, innovation in everything we do, individual empowerment, initiative, and ownership, and passion and excellence in every area. 

Since the company’s founding, Lucid has received numerous global and regional recognitions for its products, business, and workplace culture. These include being named a Fortune Best Workplace in Technology and a 2022 Glassdoor Best Place to Work, inclusion on the Forbes Cloud 100, and placing #19 on G2’s Best Software Products for 2022 list. Top businesses use our products all around the world, including customers such as Google, GE, and NBC Universal. Our partners include industry leaders such as Google, Atlassian, and Microsoft. 

We are looking for an intern to temporarily join our Revenue Operations team! This role will be tasked with working directly with our sales team to ensure timely and accurate processing of quotes and opportunities in our CRM and billing system.

Responsibilities:

• Act as a primary point of contact for the sales team in the quote to billing process with accuracy and correctness
• Work closely with both the Deal Strategy and Order Management teams to maintain uniform policies and procedures across the larger Deal Desk team
• Review and approve quotes and contracts for accuracy and completeness in our CRM
• Process order requests for varying levels of deal size and complexity in our CRM and billing systems
• Ensure compliance with published sales and business approval policies
• Develop an in-depth understanding of licensing models and recommend contract structures based on client use case
• Become a subject matter expert for Lucid’s business rules of engagement across all products and departments
• Drive process improvements to current order process to improve sales rep experience as well as reduce error rates and increase revenue retention
• Drive, lead, and guide approaches to deal strategy and appropriate billing structures
• Work cross-functionally with all departments, including Sales, Accounting, Legal, and Revenue Operations
• Other duties as assigned

Requirements:

• Ability to work both independently and collaboratively to achieve shared team objectives
• Ability to understand and follow defined process requirements
• High attention to detail and demonstrated ability to process data accurately and efficiently
• Demonstrated superior customer service skills
• Creative problem-solving skills
• Excellent work ethic

Preferred Qualifications:

• 1-3 years Salesforce experience
• BA/BS degree
• High energy and track record of excellence
• Innovative, highly motivated, and success-driven approach to work activities
• Ability to manage multiple projects and meet deadlines
• Strong communication and interpersonal skills; must be able to work well with internal customers and stakeholders (especially sales, accounting and business operations orgs) 
• Passion for working with emerging technologies and an ability to understand new technical concepts
  

If you’d like to confirm job application information found on other hiring websites, please contact us directly at: [email protected]

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