Associate Deal Desk Analyst

Summary

Jama Software develops requirements management software for multidisciplinary engineering organizations. The Associate Deal Desk Analyst drives the sales quote creation process, consults with internal teams, develops quotes in CRM tools, and coordinates with Sales, Customer Success, Order Management, and Go-To-Market teams to ensure accurate and timely quote and order execution.

Responsibilities

• Provide consultation on sales quoting process and considerations to internal teams, quotes, assist with processing renewals and obtaining/reviewing purchase orders, and ensure sales order readiness for processing
• Coordinate with Sales and Customer Success personnel in accurate quote creation and order submission via direct and/or indirect channels
• Execute quote creation process to allow GTM teams to focus on new business by gathering requirements from Sales and CSM’s for renewal, expansion & upsell opportunities; calculating and validate challenging quoting scenarios including multidate co-terms, staggered deployments, module/feature upgrades with product dependencies; and securing necessary internal approvals from cross functional teams
• Coordinate with Revenue Operations, Sales and CSM teams to create more complex quotes and/or work through one-off customer quoting challenges/requests while remaining in compliance with company booking/revenue policies
• Research and analyze customer license purchase and renewal history and make recommendations based on prior activity
• Understand customer contracts and agreements, as well as internal systems, to confirm quotes meet quoting requirements
• Assist in audit/review of sales database information, identifying and eliminating duplicates, inaccurate information, and irrelevant contacts, ensuring system integrity
• Partner with Revenue Ops and Order Admin to ensure that orders are booked correctly and in a timely fashion
• Work extensively in sales software tools and develop extensive quoting expertise; ensure quotes are created in accordance with any contracts or legal agreements and company policies
• Manage quote version control with high quality accuracy
• Identify tool and process improvements around deal configuration, pricing, and quoting; participate in user acceptance testing
• Other duties as assigned

Skills

• Knowledge of the sales quote creation process and its nuances
• Exceptional communication skills and ability to work with diverse roles across company
• Excellent judgement and decision-making abilities
• Ability to successfully balance a wide variety of daily tasks and adjust priorities on the fly
• Extreme attention to detail and highly organized
• Tech savvy, good at math, and strong knowledge of Microsoft Office
• Ability to work independently or in a team environment and enjoy a mix of both
• 2+ years of experience in quote development process / account quoting
• Experience with Customer Relationship Management Software
• Experience working with sales personnel
• Experience with Salesforce.com/CPQ
• Experience in SaaS/Technology industry
• Experience working with both direct end users and resellers
• Experience with deal desk, finance, contracts, sales, or revenue/sales operations

Qualifications

Must Haves

• Knowledge of the sales quote creation process and its nuances
• Exceptional communication skills and ability to work with diverse roles across company
• Excellent judgement and decision-making abilities
• Ability to successfully balance a wide variety of daily tasks and adjust priorities on the fly
• Extreme attention to detail and highly organized
• Tech savvy, good at math, and strong knowledge of Microsoft Office
• Ability to work independently or in a team environment and enjoy a mix of both
• 2+ years of experience in quote development process / account quoting
• Experience with Customer Relationship Management Software
• Experience working with sales personnel

Nice to Haves

• Experience with Salesforce.com/CPQ
• Experience in SaaS/Technology industry
• Experience working with both direct end users and resellers
• Experience with deal desk, finance, contracts, sales, or revenue/sales operations

Benefits

• Virtual first and culturally diverse work environment spanning 8 countries.
• Ambitious and fun work with a chance to define distinct, company-shaping tangible contributions.
• Flexible time off and leave programs crafted to meet the needs for your rejuvenation and extra support to cope with life events with a quarterly $75 wellness reimbursement.
• Comprehensive and affordable medical, dental and vision plans with pre-tax savings accounts and a generous 401(k) employer match.
• 6+ weeks of paid parental leave to bond with your new family member.
• Emphasis on learning and development at all levels with a subscription to LinkedIn Learning.