Deal Desk Analyst for Intapp, managing sales and operational processes in SaaS environment. Collaborating across teams to optimize contract workflows and provide analytical support.
Responsibilities
Assist segment team members in ongoing maintenance and update of critical client and opportunity data.
Become expert in Intapp’s contracts and entitlements system and processes.
Provide guidance to sales team on account & contract complexity.
Partner with Sales, Legal, Services, Deal Management, and Contract Ops to review, approve, and process non-standard deals.
Ensure on-going tracking of all deal elements that may have revenue recognition implications.
Act as segment representative to Contracts and Revenue teams to ensure on-going visibility.
Assist segment sales team in the creation and maintenance of their Deals in CRM.
Play a client advocacy role by collaborating with Contracts to resolve questions/issues.
Facilitate pre-closure deal audits.
Perform on-going data audits to validate critical system information on clients and transactions.
Provide training on internal processes and systems to Sales team members.
Requirements
3+ years in Dealdesk role in SaaS company
Experience using Salesforce
Demonstrated attention to detail
Strong report creation skills
Proven experience providing excellent operational support
Strong financial and business acumen with a client service mentality
Strong analytical skills
Ability to collect and analyze input from multiple sources
Superior verbal and written communication skills
Self-starter, reliable, honest and a proven team player.
Benefits
Professional development opportunities supported by a community of experienced professionals.
Reimbursement for training and continuing education to help you stay ahead in your career.
Complimentary lunches and fully stocked kitchens.
Comprehensive wellness and flexible time off programs.
Family-formation benefits and support during your family-building journey.
Paid volunteer time off and donation matching program.
RFP Analyst coordinating healthcare technology proposals and driving compelling responses for UHIN. Blending project management, writing, and technology skills for high - quality submissions.
Development Equity Analyst/Associate focusing on oversight and facilitation of equity contribution processes for Final Closing and Stabilization at RBC Capital Markets. Engaging with developer partners to support affordable housing investments.
Senior Analyst driving analytics and insights for high - impact accounts at Universal Music Group. Delivering actionable insights to improve decision - making in music merchandising and ecommerce.
Senior Service Analyst providing high - quality IT support for investment banks. Coordinating between teams in Brazil and global operations, ensuring efficient service delivery in fintech sector.
Senior Service Analyst providing IT support to clients in Brazil's fintech sector. Ensuring effective resolution of technical issues and facilitating communication between local and global teams.
Operations lead supporting Army C4 services with a focus on planning and communications operations. Requires extensive experience and expertise in IT and Army operations.
Associate Principal Analyst conducting surveillance reviews to detect insider trading. Analyzing trading activity and developing analytics for FINRA's market integrity.
Process Analyst managing client satisfaction processes at SEK with responsibilities in documenting and designing workflows. Collaborating as an internal PM for operational excellence in cybersecurity solutions.
Administrative Analyst responsible for efficient management of warehouse operations and compliance. Supporting decision - making and continuous improvement of administrative procedures while integrating different areas of the company.
Trading Analyst supporting day - to - day wholesale power trading operations in Birmingham, AL. Forecasting prices and developing bids while ensuring data integrity.