Deal Strategy Analyst I

Lucid Software is the leader in visual collaboration, helping teams see and build the future from idea to reality. We hold true to our core values : innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diversity and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team.

Since the company’s founding, Lucid Software has received numerous global and regional recognitions for its products, business, and workplace culture. These include being named a Fortune Best Workplace in Technology and a 2022 Glassdoor Best Place to Work, inclusion on the Forbes Cloud 100, and ranking in the top 100 on G2’s 2023 Best Global Software Companies. Top businesses use our products all around the world, including customers such as Google, GE, and NBC Universal. Our partners include industry leaders such as Google, Atlassian, and Microsoft.

We are looking for someone to join our Revenue Operations team as part of Order Management. As part of this team, you will work with senior management to ensure that both customers and sales representatives are supported through Lucid’s sales process. We encourage you to apply for this role if you have a passion for Lucid’s technology and a desire to work in a role that is continuously evolving as our organization grows.

Responsibilities :

Act as the primary point of contact for the sales team in the quote to billing process with accuracy and correctness

Work closely with both the Deal Strategy, Order Management, Renewals and Commission teams to maintain uniform policies and procedures across the larger Deal Desk team

Review and approve quotes and contracts for accuracy and completeness in our CRM

Create, revise, and review all quotes and contracts requests for varying levels of deal size and complexity in our CRM system

Ensure compliance with published sales and business approval policies

Develop an in depth understanding of licensing models and recommend contract structures based on client use case

Become a subject matter expert for Lucid’s business rules of engagement across all products and departments

Drive process improvements to current order process to improve sales rep experience as well as reduce error rates and increase revenue retention

Drive, lead, and guide approaches to deal strategy and appropriate billing structures

Work cross-functionally with all departments, including Sales, Accounting, Legal, and Revenue Operations

Be an advocate and partner to internal organizations by understanding the complex needs of the sales and Revenue Operations organizations

Other duties as assigned

Requirements : BA / BS degree

1 years Deal Desk or Sales experience in a SaaS company

Strong attention to detail, both as a processor and as a reviewer

Ability to understand and follow complex processes

Positive attitude and willingness to adapt to evolving processes

Strong communication and interpersonal skills; must be able to work well with sales, operations, customer success, legal and accounting teams

Passion for working cross-departmentally with internal customers and stakeholders on complex business processes and projects

Ability to work both independently and collaboratively to achieve shared team objectives

Innovative, highly motivated, and success driven approach to work activities

Excellent work ethic and problem solving skills

Ability to understand and follow defined process requirements

Creative problem solving skills

Ability to manage multiple projects and meet deadlines

Preferred Qualifications :

1 years relevant Salesforce experience

Experience working with legal teams to write business terms on order forms

Experience in a revenue or finance role

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We welcome diversity at Lucid and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. We honor and support varying backgrounds, beliefs, and perspectives for the benefit of our business, our employees and our products. Lucid is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please email : talentacquisition@lucid.co.