Deal Desk Operations Specialist

1 month ago

California, United States eTeam Full time
Job Title: Deal Desk Analyst

Location: Hybrid - Detroit or Bay Area (2+days/week, days flexible)

Duration: 9 months contract

We are seeking a highly skilled Deal Desk Analyst to join our team at eTeam. The successful candidate will be responsible for 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 solutions to complex problems across O2C processes
  • 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
  • Collaborate with cross-functional teams to ensure Sales teams are operating within the Rules of Engagement and policies are adhered to and enforced
  • Responsible for ensuring 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 O2C 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

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