Deal Desk Senior Advisor focusing on sales operations optimization at Boomi. Ensuring compliance and performance in a hybrid work environment.
Responsibilities
Review Deal structures, focusing on non-standard (and only working standard deals during peak times)
Ensures deals meet all criteria prior to sending documentation to the sales organization, driven by SFDC and CPQ.
Researches customer or order problems, and delivers solutions working cross-functionally to resolve.
Develops internal processes that speed up the review of deals and ensures that all SLA’s are met or exceeded.
Assists sales makers with new tool navigation and usage.
After working hours commitment required at month, quarter and year end periods
Cross training in other areas within the RevOps team which will include learning how to support channel/partner operations, compensation, business analytics, and other areas within the business
Supports sales analysis, reporting and special projects to enable change.
Documents all internal processes and procedures to ensure minimal audit risk
Creates and supports sales enablement efforts on deal processes including participating in Sales New Hire training.
Requirements
At least 5-7+ years’ experience in a Deal Desk, Deal Management, Sales Operations function or similar responsibilities supporting a mid-to-large scale multi-geographical hi-tech Sales Organization
Multiple years of expertise using SalesForce CRM and CPQ is required. Deep experience of Microsoft Office Suite required, specifically Excel. Knowledge of other CRM tools is valuable.
Demonstrated ability to define, refine and implement sales processes, procedures and policies
Exceptional financial, analytical and communication skills, including written, verbal and presentation skills
Highly organized, strong problem-solving/troubleshooting skills, capable of multi-tasking in a fast-paced and high-stress environment, and excellent cross group collaboration skills
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