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Deal Desk Specialist

Company: Wave Executive Search & GTM Recruiting
Location: New York
Posted on: April 10, 2021

Job Description:

Deal Desk SpecialistU.S.A, East Coast, remote (Work from home)
My clients is an early stage consumer and location-based data/analytics company with a fascinating platform for retailer, businesses and real estate firms looking to understand more about their audience and competition.
--- CEO and Chief Customer Success Officer based in Bay Area--- Award winning Data Science team--- Competitive salary, remote position--- Tripled their Revenue in 2020! (Yes, during the pandemic!)--- I've placed 6 people on this team and they are enjoying the company culture, their roles and positive company growth!
The Deal Desk Specialist will be responsible to work and support sales with the contractual/quoting process as well as monitoring and improving pricing matrix utilization by the sales team.
While sales/customer success teams are leading the effort towards the client/prospect, and usually are using pre-approved templates, in some cases they will require assistance to draft amendments or provide response to 'redlines' provided by the client/prospect.
Responsibilities:

  • Ensure the templates are up to date, available and clear to the teams, along with ensuring the quoting/contracting/amendment process is up to date, available and clear to the sales/cs teams
  • Ensure that the price book is up to date, available and clear to the sales/cs teams; The Deal Desk Specialist will be required to analyze the compliance with the agreed pricing policies and report on the trends/issues from time to time
  • Review template sales contracts before delivered to clients/prospects
  • Review and respond redlines provided by clients/prospects
  • Prepare amendments to contracts with clients per the requirements of CS/Sales
  • Track amendments/contracts evolution as they are going out to customers/prospects until signed
  • Ensure contracts/amendments are duly stored in the designated systems
  • Ensure new contracts signed are duly reflected with material terms in Salesforce
  • Track and ensure pricing provided is within approved range
  • Perform analysis of pricing efficiency per sales person/sales team
  • Initiate business efficiency processes intended to drive sales/cs team activities towards the targeted goals
  • Perform additional activities related to the above, as may be required from time to time.
    Knowledge:
    • Working with contracts (being an attorney is not a must)
    • Commercial approach - Must
    • Word and Google doc's - Must
    • Working with track changes/comments/redlines - Must
    • Excel and google spreadsheets -Must
    • Salesforce - Must

Keywords: Wave Executive Search & GTM Recruiting, New York , Deal Desk Specialist, Other , New York, New York

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