Deal Desk Analyst Job Description

Deal Desk Analyst Job Description

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Deal desk analyst provides support to Asset Management through financial modeling and analysis in Excel and ARGUS.

Deal Desk Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Must be extremely detail-oriented and analytical with Excel skills, including knowledge of pivot tables, v-look ups Will be able to manipulate raw data in Excel spreadsheets
In the Deal Desk customer research phase, will use Excel to prepare customer BAU models, using customer historical spend data, current pricing lists and promotions and taking into account different currencies due to asset locations
Be a Field Sales advocate & partner to internal organizations to understand contract requirements
Work with the team and management personnel to identify process improvement and/or sales training opportunities
Manage the RevUp sales engagement model
The key responsibilities and functions may include the following
Create external customer profile
Create internal customer profile
Create process documentation for key role responsibilities
Provide analysis and insights to support key business initiatives 

Deal Desk Analyst Qualifications

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

Education for Deal Desk Analyst

Typically a job would require a certain level of education.

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

Skills for Deal Desk Analyst

Desired skills for deal desk analyst include:

Excel
Access and SQL
Financial analysis and financial modeling
End to end Quote to Cash Process
MS Excel & Salesforce
Microsoft Excel and prior experience with modeling and analysis
SailPoint product suite and its components
Salesforce.com CRM Solution
Autodesk products
Competition and industry trends along with promotions and other items related to doing business with Autodesk

Desired experience for deal desk analyst includes:

Be responsible for monthly/quarterly releases of the model
End user support and training of the same
Deliver end-user training to DD or sales
Strong oral and written communication skills, strong documentation skills
Must have the ability to support transactions, reconciliations and process changes
Minimum 5+ years’ experience in software or related industry

Deal Desk Analyst Examples

1

Deal Desk Analyst Job Description

Job Description Example
Our company is growing rapidly and is hiring for a deal desk analyst. 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 analyst
  • Assist in responding to RFPs, RFIs, RFQs
  • Manage SFDC Cases and deal trackers
  • Regularly interface with key stakeholders to discuss current and upcoming deals in order to proactively manage volumes
  • Manage opportunities through the approval workflow, ensuring adherence to the Approval Matrix
  • Identify and provide Sales with targeted training on a regular basis based on observations and feedback
  • Ensure adherence to our quote to contract processes& policies for our EMEA sales team
  • Streamline and automate the process for non-standard deal approvals, thresholds and rules, approver roles and responsibilities, approval routing and workflow design, automated exception alerting and communications, and the creation of a hierarchy of special terms, tips/techniques and recommended workarounds
  • Identify potential training issues and coordinate with internal teams to develop and deliver sales enablement tools
  • Participate in the integration planning and execution process for new lines of business (e.g., Platform, Channel)
  • Work with teammates and management to identify best practices for fulfilling nonstandard deals and process improvement opportunities, provide ongoing education to the Sales Field
Qualifications for deal desk analyst
  • Fluent Russian & English language skills, written and verbal are required for this role
  • Experience working on commercial contract negotiations in one of the following areas
  • Act as a key interpreter on issues related to deal structuring
  • Motivated to absorb and interpret information from multiple disciplines including revenue recognition, deal desk operations, legal and sales
  • Bachelor’s Degree in Accounting, Business Administration, Finance, Law or related discipline
  • Ability to prioritize at times of high volume and stress Quarter-End
2

Deal Desk Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of deal desk analyst. 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 analyst
  • Assess, communicate, and document key financial risks and/or identify opportunities for deal improvement
  • Provide customer-facing quotes and update customer pricing templates for RFP responses
  • Provide timely, insightful, and relevant analysis of deal financials to enable the revenue forecasting and accounting processes
  • Gain a comprehensive knowledge of Silver Spring Networks product lines and services, the competitive environment, and the Smart Grid / Smart City / IoT market to better support cross-functional initiatives and provide recommendations to business partners
  • Assist with strategic thinking around new product offerings and pricing models
  • Participate in the development and implementation of process improvements and supporting tools
  • Partner with the field sales organization to drive large deal closure, including being a one-touch resource for field sales
  • Key resource reviewing and approving all non-standard pricing requests
  • Manage all deal flow process from the time a signed contract is received from the customer to the hand-off to Order Management team for entry Logistic and Implementation Teams
  • Work with Finance to ensure all deals have the appropriate booking packages
Qualifications for deal desk analyst
  • Ability to meet deadlines and work to SLAs, and to efficiently interact with various groups across the company
  • Availability to work & support end of quarter business requirements
  • Degree in Business, Computer Science, Business Management (or related field), Business Intelligence or Diploma Holder
  • Data orientation, data structure, interpretation of the data
  • Sales Operations or Sales Analyst background is a plus
  • Somebody curious
3

Deal Desk Analyst Job Description

Job Description Example
Our company is hiring for a deal desk analyst. 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 analyst
  • Provide recommendations to management on the profitability, viability and strategic nature of specific deals
  • Capturing key internal business trends regionally including competitive positioning, product sales within regions, average discounts, win/loss analysis, and other key market insights and trends
  • Assist in reviewing complex bid documents and contracts to ensure that we are able to meet all requirements from a Revenue Recognition and Legal perspective
  • Develop strong relationship that can be transferred across the business, this is vital as the first point of contact for many separate business units including
  • Ensuring sales and broader business functions have a clear understanding of the company’s corporate responsibility policies and ensure deals meet the compliance standards expected
  • Work as part of the Sales Finance function to ensure the company is reaching its overall goals in regards to profitability, margin and market share
  • Ensuring that relevant deals and transactions have approvals in place and ensuring the approval matrices are kept updated
  • Oversee entire ordering process from quote to order execution
  • Secondary point of contact for the Order Entry Team
  • Building, editing & trouble-shooting quotes/agreements
Qualifications for deal desk analyst
  • Ability to multi-task, be agile and work well in a dynamic, fast-paced, high-pressure environment
  • 2-3 years of experience in sales, sales operations or finance
  • Minimum of 3 years’ experience with complex software solutions, BA in Accounting/Finance
  • Excellent negotiator with strong influencing and problem solving skills mindset to conduct contract reviews and negotiations on a non-confrontational win-win basis
  • Another European language would be a plus
  • Must have the ability to influence and work collaboratively at all levels of the organization, be comfortable advising senior sales management on key deals to support their business
4

Deal Desk Analyst Job Description

Job Description Example
Our company is growing rapidly and is hiring for a deal desk analyst. 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 analyst
  • Sales Operations Point of Contact for Professional Services PM’s as it relates to orders
  • Advise Sales on pricing, standard and non-standard business terms and collaborate with impacted parties to identify acceptable options to facilitate deal closures
  • Liaise with other departments (Legal, Order Management, Finance ) as required to support transaction needs
  • Work with teammates and management to identify best practices for fulfilling nonstandard deals and process improvement opportunities
  • Provide ongoing contract, process, policy education to Sales
  • Conducts and coordinates financial, market, operational and related research to support strategic pricing, discounting and overall guidance for the large account sales team
  • Ability to communicate effectively, at various levels within MSC, the results, guidance and strategies associated with the analysis
  • Interpret and evaluate research data in order to determine how to incorporate this within a customer pricing model
  • Prepares analytical models to evaluate strategic pricing decisions
  • Analyze customer buying patterns and compare to similar industry segments in order to optimize customer programs
Qualifications for deal desk analyst
  • Shepherd the deal through the sales cycle in collaboration with the appropriate cross-functional teams
  • Undergraduate or master’s degree in Business (ideally with a focus in Finance)
  • Minimum 4 years of relevant career experience with a technology company (in a Deal Desk Role, Field Finance, Revenue Accounting, or Contracting) with a demonstrated pattern of increased responsibility
  • Ability to use judgement and draw on past experience to make decisions or recommendations
  • Knowledge or experience in software contract review a distinct advantage
  • Bachelors degree is a must(commerce), MBA (Finance) preferred
5

Deal Desk Analyst Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of deal desk analyst. 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 analyst
  • Works with Sales Management to incorporate trends, best practices and successes as it relates to customer pricing models and optimum customer gross margin programs
  • Assists in the development and implementation of solutions to maximize sales and profitability improvement through large customer opportunities
  • Recommends strategies to management and develops business plans using the understanding of MSC’s operational structure and functions
  • Identify business trends which can influence business decisions
  • Evaluate all new, renewal and revision advertising insertion orders for compliance with the company’s product and pricing policies
  • Draft business terms language for non-standard or complex agreements
  • Build, edit and trouble shoot quotes and agreements
  • Process invoicing request (end to end)
  • Point of Contract for Enterprise Deals (end to end)
  • Process premium feature add-ons and approval
Qualifications for deal desk analyst
  • Ability to understand down-stream implications of non-standard contract language
  • Minimum 5+ years related experience in the software industry, Deal Desk, channel sales, sales operations, contract and/or order management experience desired
  • Experience in Contract Management an advantage
  • Flexible to shift timings
  • 3+ years software industry experience (Deal Desk, Finance, Sales operations experience preferred)
  • 2-3 years previous consulting, financial analysis, legal, sales operations, order management and/or pricing background preferred

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