Deal Desk Analyst

Summary

Elastic is the Search AI Company, providing cloud-based solutions for search, security, and observability. The Deal Desk Analyst partners with Sales and Finance to structure complex deals, ensure financial and revenue compliance, manage approvals, advise on pricing and business terms, and improve Deal Desk and CRM processes.

Responsibilities

• Act as a business partner to Sales and Finance in developing strategies for complex deals with a focus on financial and revenue compliance
• Execute against and maintain AMER geographic Deal Desk support framework
• Enforce and manage approvals for non-standard deals and effectively collaborate across Sales, Finance, and Legal
• Serve as a trusted adviser to sales executives and their teams on pricing, product configuration, and business terms to support sales efforts
• Ability to execute strategies and manage under supervision sales enablement, deal optimization, and strategic positioning initiatives
• Drive and execute decision reviews and approvals across competencies (quoting, legal, revenue, etc.)
• Deliver consistent and exceptional support to our sales organization
• Propose and execute initiatives as part of the long-term strategy for the Deal Desk team and business
• High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business
• Assess Financial and revenue risk on non-standard deals and understand and embed financial/legal compliance
• Propose and incorporate custom terms and legal edits into order forms and contract documents
• Coordinate and manage cross-departmental approvals outside of standard systematic workflow
• Maintain and update repository of legal language templates for non-standard deals for specific offerings
• Understand and enforce revenue recognition policies across all deals
• Create and manage systematic CRM workflows around Deal Desk sales engagement and Revenue team alerting for non-standard orders
• Conduct due diligence and construct financial and legal requirements for changes in existing offerings and launch of new offerings
• Identify gaps in current Deal Desk processes (both operational and systematic) and create improvements for efficiencies
• General experience in building IT requirements and enhancements, and project management

Skills

• Bachelor's degree in Finance, Accounting, or related field
• 2+ years with sales operations, channel operations, deal desk, contract administration or related
• Strong attention to detail while multitasking
• Well-developed communication skills
• Ability to work in a dynamic, high-pressure environment
• Experience working in a SaaS or high-tech company is also a plus
• MBA a plus, but not required
• High proficiency in MS Office (Excel, Word, PowerPoint) and GSuite, Salesforce (CPQ a plus)

Qualifications

Must Haves

• Bachelor's degree in Finance, Accounting, or related field
• 2+ years with sales operations, channel operations, deal desk, contract administration or related
• Strong attention to detail while multitasking
• Well-developed communication skills
• Ability to work in a dynamic, high-pressure environment

Nice to Haves

• Experience working in a SaaS or high-tech company is also a plus
• MBA a plus, but not required
• High proficiency in MS Office (Excel, Word, PowerPoint) and GSuite, Salesforce (CPQ a plus)

Benefits

• This role is currently eligible to participate in Elastic's stock program.
• A company-matched 401k with dollar-for-dollar matching up to 6% of eligible earnings.
• Health coverage for you and your family in many locations.
• Ability to craft your calendar with flexible locations and schedules for many roles.
• Generous number of vacation days each year.
• We match up to $2000 (or local currency equivalent) for financial donations and service.
• Up to 40 hours each year to use toward volunteer projects you love.
• Minimum of 16 weeks of parental leave