Deal Desk Operations Specialist

4 weeks ago

Detroit, Michigan, United States Cypress HCM Full time
Job Title: Deal Desk Analyst

At Cypress HCM, we are seeking a highly skilled Deal Desk Analyst to join our team. As a key member of our Sales organization, you will play a critical role in managing the Order to Cash (O2C) process and facilitating complex deal structures and requests from our clients.

Key Responsibilities:
  • Serve as a trusted advisor and go-to resource for the Sales teams, providing expert guidance on O2C processes and complex deal structuring.
  • Lead ongoing and month-end audit and quality activities to ensure compliance and accuracy.
  • Educate Sales teams on changes in processes, policies, and best practices to improve performance and release Sales capacity to core Sales activities.
  • Lead projects with cross-functional teams in support of Sales, including the rollout of new products and policies, and the improvement of O2C processes.
  • Ensure Sales teams are operating within the Rules of Engagement, directly partnering with cross-functional teams to ensure policies are adhered to and enforced.
  • Responsible for ensuring that Sales and contract data is accurate in CRM and other systems, partnering with cross-functional teams to reconcile downstream processes and Reporting.
  • Identify, scope, and deliver process and systems changes that improve operations for the Sales organization.
  • Work in a dynamic environment and adapt to new business processes on a week-to-week basis.
  • Ability to travel to regional offices to meet directly with Sales teams and cross-functional leaders.
  • Models our cultural values to more junior members of the team.
  • Serves as a coach and mentor to other team members, assisting with onboarding, day-to-day training, coaching, and collaborating to solve business problems.
  • Understand end-to-end processes across OTC and serve as an expert on the roles and responsibilities of cross-functional support teams, resulting in accelerated resolution of issues.
  • Take ownership and program manage issue resolution across all back-office teams, performing initial triage of issue identified by Sales and managing issue until it is fully resolved.
  • Assess recurring issues to identify opportunities for improving the overall OTC process and make recommendations on process and system changes.
  • Engage directly with clients as necessary through both written and verbal communications, helping to resolve OTC issues directly.
  • Manage escalations of all OTC issues from Sales and clients.
  • Demonstrate the ability to go "above and beyond" in the support of our Sales teams and clients.
  • Ability to travel to regional offices on a quarterly basis.
  • Flexibility to transition into different support roles within the team based on the needs of the business is required.
Basic Qualifications:
  • 2+ years of professional experience in a client-facing role.
Preferred Qualifications:
  • Bachelor's degree or equivalent experience.
  • Comfortable with change and an ability to thrive in a fast-moving environment.
  • Excellent interpersonal and communication skills.
  • Ability to learn quickly in a dynamic and collaborative environment.
  • Strong business acumen, organizational, time management skills, and attention to detail.
  • Proficient with Google and Microsoft Office products.
  • Experience with Salesforce and Oracle is a plus.
  • Ability to process a high volume of transactions with accuracy and integrity.
Suggested Skills:
  • Sales.
  • Communication.
  • Collaboration.
Compensation:
  • $45.89/hr. (W2/Non-Exempt).

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