Deal Desk Specialist jobs in United States
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Sonar · 1 week ago

Deal Desk Specialist

Sonar is a company dedicated to improving code quality and security while enhancing developer productivity through AI solutions. The Deal Desk Specialist will play a crucial role in supporting sales teams by optimizing deal velocity and maintaining streamlined processes to achieve business goals.

Cyber SecurityDeveloper ToolsOpen SourceSoftware
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Responsibilities

Proactively engage with sales teams on committed pipeline deals
Generate standard and complex quotes using the CPQ system, based on customer needs and pricing guidelines
Review deal support activities to ensure adherence to sales, finance, and legal policies
Facilitate and optimize approval workflows for Order Forms and contracts to enhance efficiency and accuracy
Collaborate with sales to understand deal specifics and aid in qualification to resolve potential issues
Provide timely responses to deal-related inquiries via cases, Slack, or email within defined SLAs
Draft, review, and finalize necessary documentation for deal execution
Maintain the highest standards of data integrity in Salesforce (SFDC) by updating account information, contacts, and opportunity statuses comprehensively
Address and resolve any issues or discrepancies related to deals and contracts effectively, mitigating risks
Structure deals to meet revenue recognition standards and guidelines, ensuring financial accuracy and compliance
Provide training and support to sales teams on deal desk processes and best practices, enhancing best practices for deal support
Offer feedback on strategies to improve customer satisfaction and streamline the deal process
Assist with projects and other tasks as required
Provide extended support during End of Month (EOM) and End of Quarter (EOQ) periods to meet business demands

Qualification

Sales process understandingCPQ system proficiencySalesforce proficiencyData integrity focusContract drafting knowledgeAnalytical abilitiesTraining experienceCommunication skillsCollaboration skills

Required

Experience in supporting sales pipeline and deal progression
Strong understanding of sales processes and pricing strategies
Detail-oriented with a focus on data integrity and compliance
Proficiency in crafting accurate and complex quotes
Knowledge of general pricing strategies to maximize revenue and customer LifeTimeValue (LTV)
Familiarity with drafting and reviewing contracts
Ability to ensure compliance with sales, finance and legal policies
Ability to resolve issues efficiently and support revenue recognition standards
Strong analytical abilities to interpret complex data and metrics
Capability to generate actionable insights to support decision-making
Proficient in CRM systems (Salesforce preferred) and CPQ tools
Ability to leverage technology to streamline processes and improve efficiency
Excellent written and verbal communication skills for internal and external interactions
Ability to articulate strategies and solutions clearly to stakeholders
Proven track record of working collaboratively with sales, finance, legal, and other teams
Build and maintain strong relationships across departments
Experience in conducting training sessions and providing continuous support to sales teams

Benefits

Flexible comprehensive employee benefit package that is 90% paid by the company.
We encourage usage of our robust time-off allocations.
We offer an exciting 401(k) plan that has a 4% match, fully vested on day one of participation.
Generous discretionary Company Growth Bonus, paid annually.
Fully paid parking in the heart of downtown Austin, Texas.
Global workforce with employees in 20+ countries representing 35+ unique nationalities.
We have an annual kick-off somewhere in the world where we meet to build relationships and goals for the company.

Company

Sonar provides open-source and commercial code analyzers to help developers manage code quality.

Funding

Current Stage
Late Stage
Total Funding
$457M
Key Investors
Insight Partners
2022-04-26Series B· $412M
2016-11-29Series Unknown· $45M

Leadership Team

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Nathan Jones
VP, Public Sector
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Lynne Doherty
President Field Operations
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Company data provided by crunchbase