Deal Desk Specialist

Deal Desk Specialist

Location: San Francisco, CA (Hybrid 3 days onsite) Near Embarcadero Bart

Pay: $40-45/HR

Role Overview: The Deal Desk Specialist will be responsible for delivering deal structuring and pricing support across the sales organization. You will act as a key advisor to Sales, Legal, Finance, and Accounting, managing deal formation and flow, implementing policy, and driving sustainable growth while reducing sales cycle times. Additionally, the Deal Desk Specialist will help scale our Deal Desk function internally.

Responsibilities:

•Interpret Workday and invoicing information and validate against Salesforce records, documenting reasons for known differences.

•Read, interpret, and understand complex legal agreements to validate the latest contractual product allotment information.

•Package the various components of the executed/executable contract into a Work Order template, indicating the non-standard elements in the opportunity.

•Ensure the accuracy of the Pricing Data table in the above work order, based on data from Workday, Salesforce, and Contract.

•Implement, document, and enforce processes and tools that will maintain the integrity and accuracy of sales data in Salesforce.com and integrate with business intelligence software and other sales tools.

•Create a Clause library for standard and non-standard deal terms, by category and requirements.

Summarized Duties:

•Validate and reconcile Workday and Salesforce data, documenting discrepancies.

•Interpret complex legal agreements to confirm contractual product allotments.

•Prepare comprehensive Work Order templates, highlighting non-standard elements.

•Ensure pricing data accuracy by cross-referencing Workday, Salesforce, and contract information.

•Develop, document, and enforce processes to maintain sales data integrity and integrate tools like Salesforce and business intelligence software.

•Create and maintain a clause library categorizing standard and non-standard deal terms.

Qualifications:

•2-3 years of experience in Contract Management, Order Management, or Deal Desk.

•Salesforce.com and/or CRM experience specific to analytics, training, and adoption.

•CLM experience preferred, with a focus on implementing CLM and working with Salesforce/Workday, simplifying terms, and maintaining data integrity.

•Proficient with ERP systems.

•Strong competency with Excel, business models, pivot tables, charts, and graphs.

•Must be able to function as part of a team and adhere to strict deadlines in a fast-paced, ever-evolving environment.

•Use strong logic and reasoning skills to understand and action complex concepts.

•Ability to synthesize information into actionable insights and contribute to both creating and executing business strategies.

•Able to work with a high degree of autonomy in a global environment.

•Ability to take initiative and make recommendations on how to improve existing processes.

•Must be a self-starter, smart, ethical, friendly, hard-working, and proactive (no exceptions).

•Attention to detail and ability to multitask are critical.

•Strong communication and interpersonal skills. Must be comfortable with public speaking and providing training to others.

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.

Pay Details: $40.00 to $45.00 per hour

Search managed by: Savannah Mckillip

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance