Deal Management Specialist

7 hours, 29 minutes ago
Full-time
Junior
Operations
Everbridge

Everbridge

Everbridge provides a comprehensive software platform that automates and enhances organizations' responses to critical events, ensuring the safety of individuals and the continuity of business operations during emergencies such as natural disasters, cy...

Internet Software & Services
1001-5000
Founded 2002

Description

  • Review and analyze complex sales deals for compliance with company policies, pricing guidelines, and revenue recognition principles.
  • Structure and price deals to optimize profitability and customer value.
  • Review customer contracts, identify risks and opportunities, and partner with Legal on contractual compliance.
  • Support Sales during contract negotiations with recommendations for mutually beneficial outcomes.
  • Review and process incoming orders, ensuring complete and policy-compliant documentation.
  • Process orders in Salesforce in accordance with financial and operational standards.
  • Serve as a liaison among Sales, Finance, Legal, Product, and other teams on deal-related matters.
  • Manage Salesforce cases, including quoting-assistance and customer-cancellation requests.
  • Participate in deal review meetings and provide insights to stakeholders.
  • Identify process improvements, support user acceptance testing, and complete ad hoc projects.

Requirements

  • 2+ years of experience in deal desk, order management, or a related role in the technology industry.
  • Understanding of SaaS sales processes, contract terms, and revenue recognition principles.
  • Ability to analyze complex deals, pricing models, and financial metrics.
  • Advanced proficiency in Microsoft Excel and other analytical tools.
  • Knowledge of CRM systems, preferably Salesforce.
  • Strong communication and interpersonal skills for cross-functional collaboration.
  • High attention to detail and accuracy when handling financial data and contracts.
  • Ability to manage multiple priorities and deadlines in a fast-paced environment.
  • Self-directed approach with the ability to work effectively under limited supervision.
  • Undergraduate degree in a related field (preferred).

Benefits

  • Remote/home-based position available anywhere in Canada.

Interested in this position?

Apply directly on the company website

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