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• Deal Desk Analyst

• Indefinite
• Full time
• 70130, New Orleans , LA, United States

Deal Desk Analyst

Copado, #1 Native Platform for Salesforce

In 2013, two release engineers in Madrid (our founders Federico and Phil) managing hundreds of Salesforce deployments across a multitude of different orgs, sandboxes and even countries, built the first end-to-end native DevOps platform for Salesforce. Seven years later, we are Copado. With close to 400 global employees (and growing daily all currently remote in AMER, EMEA and India) and an amazing growth trajectory, our solutions are trusted by some of the largest brands in the world such as Shell, Mass Mutual, Conga, Siemens, USAA, eBay and Coca Cola.

We are seeking a hands-on Deal Desk Analyst with experience reviewing, drafting, and executing software sales agreements to join our growing Deal Desk team. You will be partnering with Enterprise Account Executives to support all aspects of commercial transactions, helping drive deals to completion, while ensuring that compliance with company policies are met, and providing excellent customer service to our Sales team and customers. You will also work closely with cross-functional teams, including Sales, Legal, Finance, and Operations to ensure a seamless and efficient sales process.

Responsibilities:

• Act as the primary point of contact for sales reps to provide guidance and support throughout the Deal Desk process
• Support the Global Sales organization by responding to inbound requests on day-to-day quoting and opportunity needs while achieving set SLA’s on deal turnaround
• Draft, evaluate and review quotes for completeness, accuracy, and adherence to company policy (including pricing policies, discounting policies, and contracting processes.)
• Provide best practices on all Deal Desk processes, from opportunity creation through to execution
• Ensure smooth closure of opportunities by guiding sales reps through the final stages of the deal, confirming all requirements are met, reviewing purchase orders, and facilitating the necessary approvals to complete the sales cycle
• Collaborate cross-functionally with key stakeholders such as Legal, Finance, Marketing, and Info-Sec for approvals, ensuring that deals are compliant with business objectives and guidelines
• Work on ad-hoc projects identifying process improvements that will streamline the Deal Desk process and enhance customer experience

General Requirements

• Bachelor's degree in business, finance, or a related field
• 1-3 years of experience working within a Deal Desk, Sales Operations, Sales, or related field
• Self motivated with the ability to work independently and adapt to changes in processes and priorities in a dynamic, evolving startup environment
• Strong analytical skills with the ability to analyze complex deal structures and identify risks and opportunities
• Excellent communication and interpersonal skills to work effectively with Sales and other cross-functional teams and clients
• Strong attention to detail with the ability to manage multiple tasks and priorities simultaneously
• Ability to to read and comprehend contracts and terms and conditions relevant to order forms
• Willingness to raise their hand for projects and take ownership of tasks to drive results
• Highly proficient in Excel or Google Sheets
• Experience using Salesforce, Salesforce CPQ, and e-signature tools (Conga is highly desirable)