O pozici
Role Summary :
The Deal Desk, Business Analyst should be an outgoing, self-starter who is comfortable and confident working on multi-dimensional projects across sales, operations, and finance. This position will serve as a trusted advisor to the sales team on deal structuring, pricing, quoting, contract management, and revenue optimization. The business analyst will also provide key insights based on available data and help business stakeholders make informed decisions and stay on plan to achieve the company and business unit goals. This role will require strong business acumen with the ability to perform advanced analytics and financial modeling.
Co budeš dělat
- Develop expertise in deal models, pricing strategies, distribution models, financial metrics, and quoting process
- Partner with field sales team to ensure deals are optimized to meet program guidelines and strategic business objectives
- Monitor quoting queue in Salesforce, consistently maintaining expected turn around times
- Perform on-going analysis to support core business activities primarily focused on supporting the sales and operations teams within North America
- Create documentation and training materials related to process and policy
- Develop reports and dashboards to track performance against business initiatives and sales objectives
- Support members of the selling, retention and distribution management teams through customer and partner analysis
- Monitor system (CRM) adoption, process compliance, and data integrity
- Identify opportunities for process automation and optimization with a focus on scalability and driving operational efficiency
- Perform ad hoc financial and operational analyses as required
Koho hledáme
- Ability to work well individually as well as in a team environment
- Excellent oral and written communication skills
- Excellent customer service skills
- Detail oriented and strong organizational, time and stress management skills
- Strong analytical and problem-solving skills
- Ability to handle multiple projects
- Excellent interpersonal skills
- Proven self-starter with demonstrated ability to make decisions
- Solid leadership skills
- Ability to learn quickly and apply knowledge to new situations
- Proficient in Excel, including formulas, vlookups, & pivot tables required.
- Bachelor’s Degree in Business, Analytics, Finance, or other related fields required
- Intermediate-to-advanced skills with BI tools such as Tableau, Power BI, or Einstein Analytics highly preferred.
- Experience with Salesforce.com and CPQ highly preferred.
- 2-5 years prior work experience, preferably in a related role.
- Existing Project Management, Finance, or FP&A skills highly preferred.
