Deal Management Specialist
New
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EverbridgeSaaS technology
Listing location: United States; this is a remote / home-based position that can be based anywhere in Canada.Full-TimeJunior
Salary$60,000 - $75,000 a year; may also include variable compensation.
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Job Details
- Experience
- 2+ years of experience in deal desk, order management, or related roles within the technology industry.
- Required Skills
- SalesforceMicrosoft ExcelFinancial analysis
Requirements
- Have 2+ years of experience in deal desk, order management, or a related role within the technology industry.
- Understand SaaS sales processes, contract terms, and revenue recognition principles.
- Be able to analyze complex deals, pricing models, and financial metrics.
- Have advanced proficiency in Microsoft Excel and other analytical tools.
- Have knowledge of CRM systems; Salesforce is preferred.
- Bring strong attention to detail and accuracy when handling financial data and contracts.
- Be able to manage multiple priorities and deadlines in a fast-paced environment.
- Be able to take initiative and work with limited supervision.
- A related undergraduate degree is a plus.
Responsibilities
- Review complex deals with Sales for compliance with company policies, pricing guidelines, and revenue recognition principles.
- Assist with deal structuring and pricing to optimize profitability and customer value.
- Review customer contracts, identify risks and opportunities, and work with Legal on compliance.
- Support Sales during contract negotiations with insights and recommendations.
- Review and process incoming orders for completeness and compliance with company policies.
- Process orders in Salesforce and work cases submitted by other departments, including quoting assistance and customer cancellations.
- Coordinate deal-related matters across Sales, Finance, Legal, Product, and other departments.
- Participate in deal review meetings and provide insights to cross-functional stakeholders.
- Evaluate processes, recommend improvements, and assist with user acceptance testing for system improvements.
- Work on ad hoc projects as requested by management.
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