Deal Desk Analyst

Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing

and more. Here you’ll find the finest technological pioneers: Datasite, Blueflame AI, Firmex, Grata, and Sherpany. They all, collectively, define the future for business growth.

Apply for one position or as many as you like. Talent doesn’t always just go in one direction or fit in a single box. We’re happy to see whatever your superpower is and find the best place for it to flourish.

Get started now, we look forward to meeting you.

Job Description:

Do you thrive on teamwork and collaboration?  Do you enjoy working in a dynamic and customer-oriented environment?  Are you looking to be a part of an industry dominating SaaS company. These are just a few of the reasons dealmakers in more than 170 countries make their deals in Datasite.

The Deal Desk Analyst will be responsible for helping our global sales organization facilitate the sales process across Datasite’s suite of products. This critical role will assist the sales cycle from quote to collection in a timely and accurate manner to ensure there is a smooth transition between systems, order acknowledgement, validation/integrity of orders and making sure statements to customers are accurate. Establishing strong cross-functional relationships and collaboration with the Sales, Finance, Billing and Customer Support teams is essential for this role.

Accountabilities:

• Work closely with the Global Deal Desk team to triage items received in the shared inbox.
• Proactive monitoring & actioning of the Global Deal Desk audit queue.
• Help validate all critical information for each deal in CRM from deal structuring to closed won.
• Process (review and approve or escalate) exception pricing within guidance parameters.
• Identify and make recommendations for process improvements; assist or drive implementation.
• Support our e-signature process with relation to sales contracts.
• Assisting with continuous improvement projects & associated documentation.
• Become an SME on Datasite’s quote to cash process.
• Cultivate internal relationships with all levels of the sales organization.

Minimum Qualifications: 

• 2 years of experience in a deal desk, bid management, finance, contracts, sales operations, or revenue role
• 2 years of Software/SaaS industry experience
• Strong business acumen with excellent communication skills – verbal and written
• Understanding of Salesforce Lightning
• Bachelor’s degree or equivalent experience
• Self-motivated and able to work under pressure; dependable with deliverables and deadlines, able to multi-task
• Result driven and organized, with excellent attention to detail and the ability to work in a fast-paced environment
• Strong listening, analytical and organizational skills
• Bilingual in English and Spanish

Preferred Qualifications: 

• Understanding of the sales process and the ability to navigate a variety of sales cycles
• 2 years of CPQ tool experience
• Adept at business partnering and working with cross functional teams, building meaningful business relationships along the way
• Experience in handling both transactional based and subscription SAAS offering sales
• Flexible to work extended hours during peak periods

Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.