82 applicants

Company

Vertex Inc. · 1 day ago

Deal Desk Analyst II

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

Maximize your interview chances

ComplianceDocument Management

Insider Connection @Vertex Inc.

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Own and support critical aspects of deal strategy, including structuring, pricing, quote generation, and order form creation.

Work closely with senior leaders, including the VP of Sales, Director of Sales, and Director of Revenue Operations, to ensure the successful completion of deals.

Serve as the primary point of contact for a specific region-based team, providing expertise on pricing, deal economics, and deal structure to the Sales organization.

Collaborate with Finance/AR, Renewal Management, Legal, Sales, Product, and Sales Operations teams on non-standard transactions and complex deals.

Assist the Sales Operations management team with process improvements and special projects to enhance operational efficiency.

Provide essential guidance and support to Account Executives and Customer Success Managers, ensuring deals are priced, structured, and negotiated in accordance with Vertex Inc.’s policies and processes.

Act as the subject matter expert and point of contact for a designated regional team, addressing all matters related to pricing and deal economics.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Deal structuringPricingOrder form creationSalesforce CPQProcess improvementSaaS subscription modelsCross-functional collaborationExcel

Required

Proven experience in deal structuring, pricing, and order form creation specifically in SFDC CPQ.

Strong collaboration skills with senior leaders and cross-functional teams.

Expertise in pricing and deal economics within a sales organization.

Ability to handle non-standard transactions and complex deal scenarios.

Experience with process improvement initiatives and special projects.

Excellent communication and organizational skills.

Strong knowledge of Excel.

Working knowledge of SaaS subscription models and revenue recognition including ARR/MRR and ACV.

Strong emotional intelligence/maturity and ability to develop relationships and work cross-functionally with multiple internal stakeholders.

Team player who can work in a fast-paced environment and ensure deals get closed, especially at month, quarter, and year-end.

Extremely strong verbal and written communication skills.

Minimum of 5-7 years of experience in a pricing, deal desk, or sales operations/analytics role.

Salesforce lighting CPQ or equivalent required.

Bachelor’s Degree in a related field.

Or equivalent combination of education and/or experience.

Company

Vertex Inc.

The rapid changes taking place in today’s global business, technology, and regulatory environments are having a compounding effect on the complexity of indirect tax management and putting more pressure on the corporate tax function than ever before.

Founded in 1978

King Of Prussia, Pennsylvania, USA

1,001-5,000 employees