Deal Desk Analyst Resume
Summary : As a Deal Desk Analyst, Engaged in all big deals that are critical to the firm to ensure a 100% win rate. Supported role to ensure that contract and opportunity data is accurate in the CRM and other systems. Communicated to the sales team any pricing or process changes.
Skills : Analytical, Problem-Solving.
Description :
- Created and maintained pricing reporting to support Deal Desk decision-making and activities.
- Led ongoing and month-end audit and quality review activities.
- Educated Sales teams on changes in processes, policies, and best practices to improve performance.
- Ensured that Sales and contract data is accurate in CRM and other systems.
- Assessed recurring issues to identify opportunities for improving the Deal Desk process and make recommendations on process and system changes.
- Worked in a dynamic environment and adapt to new business processes.
- Managed escalations of issues, communicate effectively with the Deal Desk team and any team supported by Deal Desk.
Experience
7-10 Years
Level
Senior
Education
BBA
Deal Desk Analyst Resume
Objective : As a Deal Desk Analyst, supported for multiple Health Service based applications and teams. Entailed analysis and resolution on processes, applications and functions. Partnered with technical teams and Operations on issues related to system performance with the goal of decreasing down time for users.
Skills : Communication, Project Management.
Description :
- Created and maintained reporting on all sales metrics, including time to close, customer retention and renewals, customer spend, and other KPIs.
- Developed and automated customized dashboards tailored to specific business and team needs.
- Supported Contract Management, including workflow, pricing, and process standardization
- Analyzed and reported on sales KPIs on a weekly/monthly/quarterly basis.
- Led process improvement and system adoption projects to provide scalable reporting support.
- Created and managed standard operating procedures pertaining to all aspects of reporting.
- Supported Sales Enablement for reporting metrics and process.
Experience
0-2 Years
Level
Entry Level
Education
BBA
Deal Desk Analyst Resume
Summary : As a Deal Desk Analyst, Provided analysis and insights to enable the Field HVAC Equipment Leadership and Deal Desk teams to achieve secured margin, volume, win rate, and market share growth expectations.
Skills : Collaboration, Negotiation, Adaptability.
Description :
- Performed compliance controls to make meaningful reductions in Adobes risk exposure in high-risk deals.
- Recommended corrective actions to resolve noncompliant deals.
- Managed communications and escalations, provide deep insight into outcomes of deal reviews.
- Identified and drove improvements in controls and on high-risk deal review processes.
- Worked with policy owners to drive program improvements to further drive improved compliance.
- Patched, secured, monitored, maintained systems and the performance of workloads are the primary responsibilities for this position.
- Managed hardware, software, and utilities for installation, modification, troubleshooting, maintenance, and upgrades of operating systems and server environments.
Experience
10+ Years
Level
Consultant
Education
BBA
Deal Desk Analyst Resume
Objective : As a Deal Desk Analyst, Provided first and second-tier support for students, staff, and faculty via telephone, email, and in-person at the university's main IT service/help desk. Followed products and services: networking, client support (hardware/software), learning management system (LMS), peripheral devices, and others.
Skills : Desk Analyst, Planning.
Description :
- Monitored and analyzed resource usage to recommend/develop enhancements to system capabilities and performance.
- Compared, evaluated, and implemented new technologies. Integrated systems into the computing environment.
- Documented systems infrastructure for users, support, and consulting personnel.
- Acted as liaison with various departments across campus.
- Facilitated vendor relationships.
- Knowledged of System Reliability Engineering (SRE) practices and philosophies.
- Experienced maintaining online presence and team connection when working remotely.
Experience
0-2 Years
Level
Fresher
Education
BBA
Deal Desk Analyst Resume
Objective : As a Deal Desk Analyst, provided analysis and research to a wide range of projects to help guide strategic decisions. Brought clarity to new business opportunities, benchmarked competitor activity, and partnered with colleagues to create meaningful financial analyses in support of key business priorities.
Skills : Supervising, Business Assistant.
Description :
- Educated and assisted the sales team on the usage of Cisco's selling platform as we integrate it into Cisco Commerce Workspace.
- Consulted and collaborated with sales + sales leaders, deals desk, licensing, and billing teams to ensure quotes in CCW are built properly, and orders are processed completely, accurately, and in compliance with Ciscos booking policy, as well as revenue recognition guidelines.
- Managed the gray areas especially when it comes to balancing growth with operational efficiency as we integrate into Cisco's main selling platform CCW.
- Supported valuation analyses and business case modeling that inform potential acquisitions, partnerships, and divestitures.
- Supported all aspects of executing corporate development transactions.
- Supported pipeline development initiatives by preparing company profiles and summaries of various databases and sources of information.
- Researched competitive information as well as key concepts and approaches with business partners.
Experience
2-5 Years
Level
Junior
Education
BBA
Deal Desk Analyst Resume
Summary : As a Deal Desk Analyst, Oversaw the daily reconciliation, verification, and validation of all trading and pricing activities, as represented in the system. Ensured the risk components of all structure transactions and trading activities are captured and monitored within the system. Monitored daily actualization activities among front, middle, and back offices to ensure the integrity of trading P/L. Provided training and quality control for deal capture, scheduling, and valuation of commodity trades.
Skills : Desk Analyst, Problem Solving, Quality Control, Financial Analysis, and Cash Flow Modeling.
Description :
- Communicated analysis and make recommendations for improving processes to leadership.
- Financial analysis included discounted cash flow modeling and understanding of financial statements.
- Performed independent research and clearly communicate findings.
- Provided essential information to the right people at the right time; relationship-building aptitude.
- Provided management oversight of the commodity position and market price exposures to minimize trading risks and ensure compliance with company policy.
- Monitored daily reporting to management of all positions, together with oversight and responsibility to identify reporting risks including Fixed Price risk, Basis risk, Index risk, Spread risk, Heat Rate risk, and Embedded Optionality risk.
- Prepared reconciliation between initial structure deal analysis and accounting results.
Experience
7-10 Years
Level
Senior
Education
BBA
Deal Desk Analyst Resume
Objective : As a Deal Desk Analyst, supported the Sales team members with guidance on deal structure, pricing, and commercial terms escalating issues to the leadership team. Contributor will also project managed the deal flow for each opportunity from quote to order with guidance from the leadership team.
Skills : Leadership, Communication Skills, Budgeting Experience, Financial Management.
Description :
- Managed reporting interface between physical and forward books to ensure proper position reporting and P&L tracking.
- Involved in the development of new reports as needs arise.
- Provided training to new staff involved in trading system activities.
- Coordinated P&L actualization with settlement and operations groups.
- Experienced with gas/power scheduling, forward mark to market (MTM), commodity transaction structuring and forward reporting are needed
- Communicated effectively by written report and verbal presentation.
- Worked both independently and in a team environment.
Experience
0-2 Years
Level
Entry Level
Education
BBA
Deal Desk Analyst Resume
Summary : As a Deal Desk Analyst, Reported to the IT Service Desk manager and independently operates and monitors computers, interfaces, and computer-related equipment to output and transfer data between computer systems. Provided initial telephone contact for incoming issues and requests for support services by receiving and, when possible, resolving system-related problems for all users of continuum computer systems. Followed prescribed production and task schedules.
Skills : Customer Service, Production Assistant.
Description :
- Partnered with sales and finance management, legal, order operations, and revenue to bring a deal to closure and accurately reflect the booking in our CRM.
- Supported ERP enhancements and continuous improvement projects including CPQ implementation and administration.
- Assisted in pricing strategy discussions and provide suggestions.
- Examined customer orders for the validity of specifications of products ordered (incl configuration), quantities ordered, and any special pricing agreements or requirements.
- Reviewed, validated, and monitored the quality of both new and reoccurring (renewal) orders.
- Reviewed contracts and ensure clean agreements in the booking recording processes.
- Developed and/or contributed to process improvement and control governance.
Experience
10+ Years
Level
Management
Education
BBA
Deal Desk Analyst Resume
Summary : As a Deal Desk Analyst, oversaw and supported the management of the late-stage sales process, sales pipeline, sales forecast, and deal desk operations. Sales operations are very driven by systems (Primarily Salesforce) and processes. Worked with Sales Management and the DevOps team to create management strategies for ensuring the sales team and the sales process are performing at their maximum potential.
Skills : Desk Analyst, Team Work, Negotiation, Adaptability, Sales Management.
Description :
- Established regular communication with cross-functional teams.
- A highly motivated individual that focuses on order data quality, implementing quality initiatives, and process adoption.
- Performed reconciliations for data integrity and work with cross-functional teams to fix.
- Experienced working within an Enterprise, SaaS, or high-tech company is ideal.
- Experienced in assessing multiple business and financial factors to make complex judgment calls.
- Worked cross-functionally across various business units, adapt quickly, and prioritized requests.
- Oversaw the standard sales management cadences (meetings), to support and report on the sales management process.
Experience
10+ Years
Level
Executive
Education
BBA
Senior Deal Desk Analyst Resume
Headline : As a Deal Desk Analyst, Reviewed contract responses received from customers and liaise with various stakeholders within the organization (ex: legal, finance, security, product) for business-friendly resolution. Ensured compliance and information security guidelines.
Skills : Academic Assistant, Desk Analyst.
Description :
- Owned and operated the deal desk which is the collection of systems and processes that Itential uses to quote, contract, book, report and renew our deals with customers.
- Became an expert on Itentials B2B sales process and the metrics that support it.
- Became an expert on Itentials product licensing and pricing model.
- Worked with DevOps team members to design, implement and monitor key sales Pod/Rep/SDR performance metrics and share insights via meaningful dashboards that allow information to be consumed easily.
- Worked with the Customer Success team to ensure that post-sale customer account management activities are documented, integrated into Salesforce (or other systems as appropriate) and have effective management plans to oversee them.
- Accurately document business processes, build operational models, and design QA/QC programs for different business processes.
- Communicated effectively to multiple levels of technical and business expertise.
Experience
5-7 Years
Level
Senior
Education
BBA
