Data Analyst overseeing data infrastructure and operations supporting Wealth Management. Key liaison with Operations, Finance, and Wealth Management teams for automation and reporting.
About the role
- Deal Desk Analyst supporting Origami's Sales and Account Management teams in structuring agreements. Collaborating on deal structuring, pricing, and ensuring compliance with company policies.
Responsibilities
- Supports all commercial related activities including, but not limited to, deal structuring, pricing, contract review, approvals for offers, and provides overall support to field sales for quoting purposes
- Ensures deals are structured and processed efficiently and correctly, aligning to company policies
- Handles day-to-day queries from groups including Sales, Account Management, and Management teams using pricing tools and/or the CRM system
- Resolves problems through research, collaborating with internal support teams, to identify the appropriate tools for success
- Maintains data quality for Origami’s internal systems, ensuring that the CRM provides accurate and up-to-date information
- Runs analyses on Origami’s product offerings and pricing, finding insights to improve standard processes
Requirements
- Bachelor’s Degree in Business, Finance, Accounting, or related field
- 2-5 years previous experience
- Ability to think from both a strategic and tactical perspective, math or finance-oriented is a plus
- Demonstrated ability to communicate and partner across the organization
- Ability to think critically and exercise independent judgement and make business decisions effectively
- Experience in an operational role a plus
- Previous Salesforce experience required; Salesforce CPQ experience a plus
Benefits
- Medical and Dental coverage available for employees, dependents, domestic partners, and spouses
- Paid Time Off – Flexible options plus 10 paid company holidays where available
- All full-time positions are hybrid, with many eligible to be completely remote
- Fully Paid by Origami Risk – Vision insurance, Short & Long-Term Disability Insurance, and Basic Life Insurance
- Generous family leave options—including adoption and foster care placements
- Pre-Tax Savings Accounts – Flexible Spending Account, Health Savings Account, Commuter Benefits, Dependent Care Savings Account
- Retirement Savings – 401(k) with company match up to 4%
- Employee Assistance Program (EAP) – Confidential & Free support offered to colleagues facing personal or work-related complications
- Education Assistance Program – to help colleagues pursue industry/role-specific certifications
- Wellness Benefits – reimbursement program to invest in healthy habits as well as support better colleague productivity and stress management
- Additional coverages available – Pet Insurance, Critical Illness Insurance, and Voluntary Life & AD&D coverage
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