Deal Desk - Proposal Analyst
November 19
Description
• Provide proactive support and guidance to help drive new deals as well as up-sell opportunities. • Assist with non-standard deal requests, pricing, structuring complex deals, driving cross-functional and cross-solution collaboration. • Ensure efficient execution of deals through a standard flow process on an ongoing basis. • Collaborate with accounting, finance, and or legal as needed on deal metrics. • Perform a detail-oriented review of quotes to ensure compliance with Company bookings and revenue recognition policies. • Be a creative problem solver who finds a way to meet customers’ needs while adhering to Centific’s selling policies. • Partner with Solution Engineers & Operations leads to ensure that all Quotes and Proposals are approved within pricing and discount policies. • Run day-to-day quote and pricing approvals including coordinating all quote/proposal inputs (pricing, presentations etc.) • Maintain an agreed upon SLA on deal turnaround times. • Source, analyze, and report quantitative data; perform ad hoc analyses. • Help drive projects and initiatives focused on improving efficiency and simplifying processes throughout the sales operations and solutions organization. Including UAT and documentation.
Requirements
• At least 2 years of experience driving complex, cross-functional proposal preparation. • Experience in a customer facing Deal Desk / Revenue Ops / Sales Operations role is preferred. • Strong listening, analytic and organizational skills. • Detail-orientation and analytical approach to proactively solving problems. • Ability to engage across multiple projects, initiatives to scale the function simultaneously. • Understands the AI/ML domain and has a passion for Generative AI. • Excellent knowledge of Excel including forecasting modules, pricing calculators, and macros. • Collaborative mindset with genuine empathy for others. • Willing to go the extra mile with a strong work ethic; self-directed and resourceful. • Masters or MBA Degree required with a strong preference for consulting, finance or data science backgrounds. • Excellent oral/written communication skills.
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