Senior Deal Operations Analyst

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Requirements:

• Ability to work 100% remotely and support Pacific Time Zone hours.
• 3-5 years of relevant work experience, ideally in Sales or Deal Operations.
• Experience in Salesforce and CPQ or similar quoting systems.
• Experience with data, analytics, and reporting.
• Strong interpersonal skills and the ability to collaborate with multiple teams, particularly working with a Finance team.
• Strong analytical skills to assess and optimize proposal structuring.
• Ability to work in a fast-paced environment and prioritize daily tasks.
• A strong understanding of SaaS sales models and processes.
• Willingness to adapt to changes in job description as needed by the business.
• Bachelor’s Degree Preferred (Business Administration or Finance a plus).

Responsibilities:

• Ensure deals progress through the sales cycle: manage internal approval processes, review quotes and order forms, and facilitate the close of deals.
• Create and position complex orders: serve as subject matter expert and partner with Sales and Customer Success teams to craft proposals, ensuring adherence to sales policies and processes.
• Partner with sales reps to drive optimal deals for both customers and SOCi.
• Collaborate with internal teams like Legal, Finance, Accounting, and Operations to drive deals to closure and payment.
• Enable the organization by being a resource in quotes and proposal building processes, onboarding best practices, and training teams as processes evolve.
• Build scalable improvements to Salesforce and internal systems to increase contract velocity, sales productivity, and operational efficiency.
• Monitor the Deal Ops case queue and maintain case SLAs.