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Job Description Summary:
The Deal Desk Specialist position supports the sales teams throughout the sales cycle and plays an integral role in maintaining corporate governance for sales transactions. The role is designed to help sales maximize revenues and gain approvals on sales transactions in the most efficient manner that supports organizational goals and meets customer needs.
Essential Duties and Responsibilities:
- Ensure transactions are complete, accurate, compliant, and aligned with internal policies and business guidelines.
- Aid and be the Subject Matter Expert (SME) for quoting, pricing, deal flow, and order processing for the sales organization.
- Provide guidance to sales on complex deal structures including high-value transactions during corporate review and approval.
- Manage and own assigned Salesforce Quotes and Opportunities during approval process to ensure all fields are accurate to expedite the final booking process.
- Work closely with all functional areas to identify, coordinate, structure, approve, and administer opportunities in a manner that aligns organizational goals with financial obligations and regulations.
- Collaborate with legal team and sales on contractual redlines to efficiently process agreements.
- Provide transactional guidance to the sales force while maintaining corporate governance of all sales related transactions.
- Provide guidance on business terms and conditions and elevate specialized issues for approval and resolution.
- Ensure compliance and consistency across deal use cases on all quotes and order forms
- Provides high level of communication, coordination, and support throughout the sales process ensuring accurate and timely transactions.
- Work with the Finance and Sales departments to ensure sales transact quickly and efficiently during the approval process.
Qualifications:
- 2+ years of experience in Deal Desk or Revenue/Sales Operations role in the software industry
- Familiarity with accounting and software revenue recognition principles
- Excellent professional written and verbal communication skills
- Ability to embrace new technology, applications, and solutions
- Desire to work closely with peers, must be self-motivated with attention to detail
- Must have strong people/customer service skills
- High computer application literacy including Microsoft Office Suite and Salesforce
- Ability to work efficiently in a fast-paced environment
- CPQ, CLM, and DocuSign experience a plus
- Fluent in English and one additional European language an advantage, preferably French, Italian or Spanish
Information Security:
Information security is everyone’s responsibility. A fundamental principle of information security at Rocket Software is that all individuals in the organization have a responsibility for the security and protection of company information and IT Resources over which they have control, according to their role.
Diversity, Inclusion & Equity:
At Rocket we are committed to an inclusive workplace environment, where every Rocketeer can thrive by bringing their full selves to work. Being a Rocketeer means you are part of our movement to continually drive inclusivity, diversity and equity in our workforce.
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Rocket Software Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Rocket Software Inc. is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
Rocket is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please call: 781-577-4321 or send an email to people@rocketsoftware.com. We will make a determination on your request for reasonable accommodation on a case-by-case basis.
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If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!