Hybrid Deal Desk Analyst

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About the role

  • Deal Desk Analyst for Intapp, managing sales and operational processes in SaaS environment. Collaborating across teams to optimize contract workflows and provide analytical support.

Responsibilities

  • Assist segment team members in ongoing maintenance and update of critical client and opportunity data.
  • Become expert in Intapp’s contracts and entitlements system and processes.
  • Provide guidance to sales team on account & contract complexity.
  • Partner with Sales, Legal, Services, Deal Management, and Contract Ops to review, approve, and process non-standard deals.
  • Ensure on-going tracking of all deal elements that may have revenue recognition implications.
  • Act as segment representative to Contracts and Revenue teams to ensure on-going visibility.
  • Assist segment sales team in the creation and maintenance of their Deals in CRM.
  • Play a client advocacy role by collaborating with Contracts to resolve questions/issues.
  • Facilitate pre-closure deal audits.
  • Perform on-going data audits to validate critical system information on clients and transactions.
  • Provide training on internal processes and systems to Sales team members.

Requirements

  • 3+ years in Dealdesk role in SaaS company
  • Experience using Salesforce
  • Demonstrated attention to detail
  • Strong report creation skills
  • Proven experience providing excellent operational support
  • Strong financial and business acumen with a client service mentality
  • Strong analytical skills
  • Ability to collect and analyze input from multiple sources
  • Superior verbal and written communication skills
  • Self-starter, reliable, honest and a proven team player.

Benefits

  • Professional development opportunities supported by a community of experienced professionals.
  • Reimbursement for training and continuing education to help you stay ahead in your career.
  • Complimentary lunches and fully stocked kitchens.
  • Comprehensive wellness and flexible time off programs.
  • Family-formation benefits and support during your family-building journey.
  • Paid volunteer time off and donation matching program.

Job title

Deal Desk Analyst

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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