TA Analyst I managing end - to - end transactions for assigned portfolios in insurance business. Ensuring high - quality deliverables and collaboration with cross - functional teams.
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
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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