Title: Deal Desk Analyst/Specialist
Company: Rockwell Automation
Duration: 9+ Months Contract
Location : Remote
Description:
Description:
We are looking for a highly motivated, detail-oriented Deal Desk specialist to join our team. The primary focus of this position will be to ensure an efficient sales process and that orders are accurately set up and processed through our CRM. The right person for this role has a team player approach, high attention to detail, and is motivated by continuous process improvement.
- Ensure accurate processing of orders in our CRM (Salesforce) and accounting & billing systems (Netsuite) ensuring that all deals have complete and accurate information and are ready to be invoiced by Finance in a timely manner
- Partner with Revenue operations, Sales, and Finance teams to document and improve processes, resolve discrepancies, and help achieve our corporate KPIs
- Review a variety of sales order forms and agreements with varying levels of complexity for accuracy, while ensuring all required approvals, such as discounts and contract terms are flagged for appropriate approvals
- Assist in delivering process improvements, training/coaching, and related documentation to sales teams to understand and deliver compliance with all deal processes
- Safeguard and manage data quality in Salesforce for all sales opportunities and closed orders while ensuring internal finance and operational policies are adhered to
Requirements:
- 1yr+ of sales operations, legal or contracts administration experience as an individual contributor capacity, preferably at a SaaS or high growth company
- Salesforce experience and capability considered a strong asset
- Collaborative approach and ability to work cross functionally across Sales, Finance, Operations, and Customer Success
- Strong organization skills and ability to multi-task and prioritize workflow
- Ability to work in a fast-paced environment with both internal and external stakeholders
- Post-secondary degree or diploma in a business-related field preferred
Job Type: Contract
Salary: $21.00 - $22.00 per hour
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: Remote