Deal Desk Analyst
San Francisco, California
Employer: Insight Global
Industry: Accounting / Finance
Salary: Competitive
Job type: Part-Time
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 u 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 .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Required Skills & Experience
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
Nice to Have Skills & Experience
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.
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 u 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 .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Required Skills & Experience
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
Nice to Have Skills & Experience
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.
Created: 2024-09-22
Reference: 382169
Country: United States
State: California
City: San Francisco
ZIP: 94130
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