Demo

Sr Deal Desk Analyst

Qualia
Austin, TX Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/29/2025

At Qualia, we've built the leading B2B real estate technology that transforms the home buying and selling experience into a simple, secure, and enjoyable process. Our SMB and Enterprise products bring together users from across the real estate ecosystem homebuyers and sellers, lenders, title and escrow agents, and real estate agents onto a single shared digital closing platform, providing greater clarity and transparency to real estate transactions. Today, through our business customers across the country, millions of consumers use Qualia to close on homes every year.

WHAT YOU'LL WORK ON

You will be a point person on the Deal Desk team. You will help support the Go-to-Market and Customer Success organizations with opportunity management and revenue bookings, contract review, and billing / order management. You will ensure all Salesforce and customer data is validated and accurate with Qualia's financial standards and policies. This individual is a subject matter expert for product and pricing, deal strategy, and is a trusted advisor to Revenue Operations and GTM teams.

RESPONSIBILITIES

  • You will be responsible for ensuring each deal is structured and processed in line with the company policies and confirming all deals are closed with the appropriate information
  • Train and enable the Sales Team of Qualia's processes and policies to ensure enablement, efficiency, scale, and maximum revenue generation while adhering to our financial and compliance policies
  • Manage the booking process and ensure incoming Salesforce Quotes and subscriptions are accurate, including but not limited to confirming contact and billing information, discounting, non-standard terms, and custom billing schedules
  • Identify recurring issues to improve the overall revenue process and provide recommendations and / or solutions on processes and system improvements
  • Serve as the point of contact and subject matter expert on non-standard deal constructs, special pricing, operations, approval policies, and troubleshooting of deal issues and sales escalations
  • Partner with sales and cross-functional teams including CS, Finance, and Legal to resolve deal issues on behalf of sales
  • Effectively manage and work through end-of-month and end-of-quarter volumes
  • Complete ad hoc projects and analysis as required

YOUR BACKGROUND THAT LIKELY MAKES YOU A MATCH

  • 3-4 year of experience managing contracts, deal structures in a SaaS environment
  • Experience with Billing System software and Salesforce preferred
  • Knowledge of SaaS renewals and retention experience
  • Strong organizational skills and business judgment with the ability to handle projects independently end-to-end
  • Ability to work cross-functionally across various business units, adapt quickly, and prioritize requests
  • Strength in process documentation, presentation, and training
  • Ability to develop a deep understanding of the company's products
  • Ability to work on many deals simultaneously, handling adversarial conversations in a firm but calm manner
  • Based in Austin, TX with the ability to work in the office a minimum of three days per week is required
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