Deal Desk Job Description

Deal Desk Job Description

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Deal desk provides leadership with financial models and evaluation of deal economics, commercial terms and conditions and operational requirements to present risk/reward profile for opportunities.

Deal Desk Duties & Responsibilities

To write an effective deal desk job description, begin by listing detailed duties, responsibilities and expectations. We have included deal desk job description templates that you can modify and use.

Sample responsibilities for this position include:

Data reporting and analysis using Salesforce.com and Microsoft Excel
Escalation and key contact point for PSO Deal Desk issues, training requests
Review and draft business terms language by working closely with Legal on contract review and revision
Enterprise License Agreement configuration/Pricing support
Enterprise License Agreement sales and business approvals
Creation and distribution of standard Enterprise License Agreement contract
Processing of documents like – Special pricing forms, NDAs
Provide analysis around trends in customer requests and pricing
Identify potential training issues and coordinate with Enablement to develop & deliver sales tools
Participate in planning for new products and lines of business

Deal Desk Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Deal Desk

List any licenses or certifications required by the position: CMA, CPA, BS, MBA, MS, B.S, CFA, PROSCI, CMS, BA

Education for Deal Desk

Typically a job would require a certain level of education.

Employers hiring for the deal desk job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Business, Accounting, Economics, MBA, Business Studies, Computer Science, Business/Administration, Engineering, Business/Management

Skills for Deal Desk

Desired skills for deal desk include:

MS Excel & Salesforce
Excel
Purchasing processes
Access and SQL
Financial analysis and financial modeling
PO terms & conditions
Pricing agreements
VBA and database design
Salesforce
Software revenue recognition principles would be an advantage

Desired experience for deal desk includes:

Proficiency in at least 2 languages (written and spoken)
Ability to partner with other departments and interact effectively with all levels in the organization
Ability to prioritize and manage sales contract activity to meet customer and/or sales deadlines
Customer or sales support background
Previous experience structuring large deals is a plus
Experience working with or as part of a field Sales organization is required

Deal Desk Examples

1

Deal Desk Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of deal desk. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for deal desk
  • Understand the sales process and develop deal structures to address our customers’ objectives
  • Broadcasting information to internal stakeholders using social media and other methods
  • Tracking and monitoring case impact and spotting trends
  • Communicating governance rules and processes
  • Optimize deal-making processes and knowledge management
  • Be a business advisor to support and create a win-win transaction for the company and the customer in guidance with the pre-defined Governance Policies
  • Consulting mindset approach when interacting with stakeholders and the sales organization
  • Creation and distribution of standard and Non-Standard Enterprise License Agreement contract
  • Supporting Special pricing quotations
  • Building simple financial models and performing financial and data analytics to understand deal economics internal KPI performance
Qualifications for deal desk
  • The ideal candidate will be a self-starter who can work cross functionally and build strong working relationships with internal departments (Sales, Sales Ops, Finance)
  • Problem solving ability and attention to details are essential
  • Must be a self-starter, detail oriented, w/ strong organization and analytical skills
  • High impact personality
  • Results oriented, passionate and demonstrates a bias to action
  • Ability to lead others to make correct decisions
2

Deal Desk Job Description

Job Description Example
Our company is hiring for a deal desk. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for deal desk
  • Ensure efficient execution of deals through standard deal process on an ongoing basis
  • Participate and / or lead various internal projects related to core function
  • Establish relationships with key Dell business partners from Deal Desk, DCT, Sales, procurement, Legal, Order management, Revenue
  • Find ways to improve performance for segmented or defined accounts
  • Coordinate Contract & Purchase Order reviews for the booking of all Enterprise License Agreement deals
  • Co-owns the execution and results of RFP proposals with the Sales team
  • Project manage RFP responses from receipt to submission, engaging supporting functions (Solution Architects, Finance, Legal, Services, ) to provide timely input
  • Create excellent executive summaries and other customer-specific sections that convincingly demonstrate our understanding of the customer situation and how the [24]7 solution meets those needs
  • Manage the consolidation, packaging and production of electronic and hard copy proposal documents
  • Work with Product Marketing to maintain standardized documents for inclusion in proposals
Qualifications for deal desk
  • Strong interpersonal, collaborative and follow through skills.A Bachelor’s Degree highly desirable
  • A Bachelor’s Degree highly desirable
  • Basic Legal Governance, Risk Management, and Compliance (LGRC) knowledge
  • Develop and monitor Sales performance indicators, highlighting trends and analyzing causes of unexpected variances
  • Excellent skills in oral and written communication documenting business justifications
  • Excellent responsiveness to internal and external stakeholders
3

Deal Desk Job Description

Job Description Example
Our growing company is looking for a deal desk. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for deal desk
  • Manage a team of deal desk strategists, including recruiting, associate development, and growth
  • Provide strategic direction in order to establish and continuously improve the Deal Desk team
  • Assemble, understand, and use market pricing, analytics, and financial strategies for large, complex deals
  • Identify best practices for capturing market data, building pricing guidelines, and partner margins
  • Enable the Sales team to sell better deals more quickly and with a higher success rate
  • Collaborate with Sales leadership to use deal desk as a key component in the sales cycle from pricing and deal structure decision to interaction with customers
  • Work with Finance, Legal, and Product teams to always design fully compliant deals
  • Work collaboratively with corporate stakeholders on revenue deal structuring, pricing, and contract language negotiations
  • Read, interpret, redline, and draft contractual language to ensure transactions comply with revenue recognition and business operational policies
  • Collaborate to identify acceptable customer and company options to facilitate deal closure
Qualifications for deal desk
  • It is ideal to have a demonstrated track record of successfully managing and leading people directly, however, experience leading matrixed teams or project teams successfully is sufficient
  • Experience detecting revenue recognition issues
  • Exceptional win-win negotiation skills
  • 8+ years of experience in a deal desk, finance, revenue, contracts, and/or sales operations
  • Fluency in Dutch preferred
  • Proven experience reviewing, drafting, and negotiating commercial terms for SaaS agreements, service agreements, software license agreements, statements of work, restatements, amendments
4

Deal Desk Job Description

Job Description Example
Our innovative and growing company is looking for a deal desk. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for deal desk
  • Track and document non-standard deals
  • Complete ad hoc Deal Desk projects and analysis as required
  • Work to help ensure the company obtains its overall goals in regards to profitability, margin, and market share
  • Manage day-to-day order release and opportunity management process, working closely with cross function teams
  • Proactively work with Sales to optimize the deal structure for opportunities in accordance with accounting guidelines while optimizing the Company’s revenue objectives
  • Attend Sales forecast calls and conduct deal review discussions to ensure a complete understanding of all elements of customer transactions
  • Timely communicate nonstandard terms in customer transactions to the Corporate Accounting team
  • Collaborate with Legal in the review of contracts and transaction documentation
  • Partner with Sales Operations, Order Operations, Manufacturing and other internal functions on transaction-related requirements
  • Identify and manage escalations and internal objections related to pricing and other commercial terms
Qualifications for deal desk
  • High energy and passionate about helping our sales teams to close deals with our clients
  • Currently a sophomore pursuing a Bachelor’s Degree in Business, Supply Chain, or a related field
  • Supply Chain knowledge base in the core principles and methodologies of Supply Chain planning or execution processes
  • Strong communications skills with the ability to guide an audience using clear, concise communication techniques
  • Self-confidence and a constant desire to learn
  • Flexibility to work outside of normal US business hours when necessary to engage with our global sales force
5

Deal Desk Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of deal desk. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for deal desk
  • Develop and deliver revenue-related training
  • Assist in the revenue forecast process
  • Provide deal construct guidance to Sales & Sales Management, leveraging knowledge and experience from multiple product pillars and geographies
  • Assist with deal creation in India, ensuring Commercial Managers, Cloud Technologists and Management are engaged as appropriate
  • Act as parallel approver for deals on which engaged
  • Liaison with shared services groups – Cloud Deal Management, Cloud Legal, Approvers, Sales Operations, Revenue Recognition and others to facilitate quick execution of deals
  • Develop and assist in the running ongoing sales training workshops
  • Identify, drive and implement process improvements related to deal execution
  • Assist with management escalations for crucial deals
  • Assist with deal creation in ANZ, ensuring Commercial Managers, Cloud Technologists and Management are engaged as appropriate
Qualifications for deal desk
  • Takes ownership and works proactively to establish processes
  • Strong commercial acumen and track record in commercial roles
  • Strong analytical capabilities and the ability to drive business decisions from the obtained insight
  • Strong interpersonal skills with the ability to build up relationships with multiple stakeholders
  • Continuous improvement mind-set & ability to cope with ambiguity
  • Experience in developing & analysing complex commercial terms and portfolio business

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