Senior Deal Desk Analyst

Senior Deal Desk Analyst

The Sr. Deal Desk Analyst will assist the Deal Desk Director in the support of Cornerstone’s Global Sales organization. You will be the main point of contact for our global Sales team in support of quote generation and quote adherence/compliance to sales and business policies. As a member of the broader Deal Desk team, you will have the opportunity to learn about and contribute to Cornerstone’s business from many angles, from analysis of the business to the standardization of policies and systems to scale operations.

In this role you will..

• Point of contact for Sales regarding all things Deal related
• Continuous review of deal progression and collaboration with colleagues to ensure optimal deal cycle times
• Work closely with Sales, Finance & Legal teams on all non-standard deals and assist in non-standard quote creation
• Review Sales-proposed quotes, provide feedback and coaching, ensure compliance with published sales and business policies, and approve or reject/escalate quotes as needed based on policy and business judgement
• Respond to process & policy questions and effectively communicate requirements to Sales
• Challenge legacy policies and procedures that complicate the Order to Cash process
• Identify deal trends and drive efforts to categorize historical contracting and deal structuring trends based on sales segment or industry vertical
• Provide end to end support to complex accounts and deals, from Quote configuration through deal execution.
• First point of contact for any Contract Amendment, and will liaise with legal and finance as needed
• Provide supplementary CPQ training to sales reps as needed
• Support or generate quotes on behalf of Sales

You’ve got what it takes if you have..

• Deal Desk experience.
• Bachelor’s degree
• Proficiency with Salesforce and a CPQ tool (Apttus, Steelbrick, Z-Quoting)
• Intermediate / advanced skills in MS Excel (VLOOKUP & Pivot Charts a must)
• A selfless team player mentality
• An ability to be flexible and adaptable in a changing environment
• A strong aptitude to learn new things easily
• Vulcan-like logical thinking skills
• Highly organized with the ability to multi-task & handle multiple deadlines simultaneously
• Precise attention to detail
• Demonstrated commitment to valuing diversity and contributing to an inclusive working and learning environment
• Consideration for privacy and security obligations

Extra dose of awesome if you have..

• Experience with Apttus or Salesforce CPQ/CLM
• Experience with DocuSign CLM