Deal Desk Analyst

Insight Global is assisting a client in looking for an experienced Deal Desk Analyst to join their Operations team and

support their rapid growth. This person will be responsible for working closely with sales, legal

and finance teams to understand deal terms, ensure information is accurate, and complies with

company policies. The ideal candidate will enjoy collaborating cross-functionally, have a strong

work ethic and be able to manage multiple priorities.

Responsibilities:

Partner with finance and legal teams to understand deal terms and discuss with finance

to resolve any billing, accounting or business policy issues

Perform the final review of deals to ensure completeness and accuracy of opportunities

and that data in the documents agrees to internal systems

Ensure deal conformance with company's policies and process guidelines

Validate and update SFDC quote & order data (products, amounts, renewal terms, etc.)

against all contractual agreements, POs, approvals, and other supporting

documentation

Attend sales forecasting calls to advise & support forecast accuracy

Generate standardized metrics and reporting to help the company understand

performance

Assist in systems implementations

Develop and execute sales training related to bookings policy and quote/order

submission guidelines

Work with business users and cross-functional teams to identify problems, process gaps

and assist in on-going process improvements on order processing, deal closure,

invoicing, and collections workflows

Provide ad-hoc reporting and analysis

Assist in executing an efficient and accurate financial close & reporting process

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

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Required Qualifications:

3-5 years relevant work experience

Must be detail and results-oriented with an ability to work in a cross-functional,

fast-paced, and constantly evolving environment

Ability to evaluate priorities and multi-task accordingly, while keeping others apprised of

status with respect to deadlines

Strong analytical and problem solving skills; ability to independently identify action items

required in a given situation

Excellent communication and time management skills

Salesforce and Salesforce Quoting Experience

Position needs to be in the east coast time zone.

Has worked with well known Customer Relationship Management and ERP systems

BA/BS in Accounting, Finance, Business or similar college level education

CPQ, and Clari experience preferred

Experience at SaaS companies preferred

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.