Associate Deal Desk Analyst
The Deal Desk Associate drives the sales quote creation process, providing consultation to internal teams, developing sales quotes in Customer Relationship Management (CRM) tools, and ensuring a smooth and timely execution of the quoting process. This role will liaison with Jama Software’s Order Management (OM), Sales and Customer Success (CSM) and Go-To-Market (GTM) teams, aiding them in achieving financial targets, and is an essential role in their success.
What You'll Do:
Provide consultation on sales quoting process and considerations to internal teams, quotes, assist with processing renewals and obtaining/reviewing purchase orders, and ensure sales order readiness for processing.
Coordinate with Sales and Customer Success personnel in accurate quote creation and order submission via direct and/or indirect channels.
Execute quote creation process to allow GTM teams to focus on new business by gathering requirements from Sales and CSM’s for renewal, expansion & upsell opportunities; calculating and validate challenging quoting scenarios including multidate co-terms, staggered deployments, module/feature upgrades with product dependencies; and securing necessary internal approvals from cross functional teams.
Coordinate with Revenue Operations, Sales and CSM teams to create more complex quotes and/or work through one-off customer quoting challenges/requests while remaining in compliance with company booking/revenue policies.
Research and analyze customer license purchase and renewal history and make recommendations based on prior activity.
Understand customer contracts and agreements, as well as internal systems, to confirm quotes meet quoting requirements.
Assist in audit/review of sales database information, identifying and eliminating duplicates, inaccurate information, and irrelevant contacts, ensuring system integrity.
Partner with Revenue Ops and Order Admin to ensure that orders are booked correctly and in a timely fashion.
Work extensively in sales software tools and develop extensive quoting expertise; ensure quotes are created in accordance with any contracts or legal agreements and company policies.
Manage quote version control with high quality accuracy.
Identify tool and process improvements around deal configuration, pricing, and quoting; participate in user acceptance testing
Other duties as assigned
What You'll Bring:
Knowledge of the sales quote creation process and its nuances
Exceptional communication skills and ability to work with diverse roles across company
Excellent judgement and decision-making abilities
Ability to successfully balance a wide variety of daily tasks and adjust priorities on the fly
Extreme attention to detail and highly organized
Tech savvy, good at math, and strong knowledge of Microsoft Office
Ability to work independently or in a team environment and enjoy a mix of both
2+ years of experience in quote development process / account quoting
Experience with Customer Relationship Management Software
Experience working with sales personnel
Nice to Have:
Experience with Salesforce.com/CPQ
Experience in SaaS/Technology industry
Experience working with both direct end users and resellers
Experience with deal desk, finance, contracts, sales, or revenue/sales operations
Perks and Benefits:
Virtual first and culturally diverse work environment spanning 8 countries.
Ambitious and fun work with a chance to define distinct, company-shaping tangible contributions.
Flexible time off and leave programs crafted to meet the needs for your rejuvenation and extra support to cope with life events with a quarterly $75 wellness reimbursement.
Comprehensive and affordable medical, dental and vision plans with pre-tax savings accounts and a generous 401(k) employer match.
6+ weeks of paid parental leave to bond with your new family member.
Emphasis on learning and development at all levels with a subscription to LinkedIn Learning.
At Jama Software, we welcome passionate individuals who have the unrestricted right to work in the United States, including natural citizens and Green Card holders, and reside in eligible states to join our team.
Jama Software participates in E-Verify and will provide the federal government with your Form I-9.