Deal Desk Operations Specialist
6 days ago
This role is responsible for the high-speed processing of customer offers and field personnel task requests for the Commercial Operations Organization. The successful candidate will facilitate requests for proposal responses, pricing proposal approvals, supplies and service contracts review, negotiations, analysis, and reporting for business decision support.
Key Responsibilities- Process offers and tasks quickly and accurately, maintaining targets on gross profit and average selling price.
- Act as a Subject Matter Expert to advise the Sales Organization on strategy to structure profitable offers.
- Develop and maintain approval guidelines, standardized templates, deal checklists, and approval workflows that focus on high velocity deal processing.
- Ensure all business terms meet organization requirements and communicate them to the Contracting Team and sales organization.
- Collaborate with field-based staff and internal departments as necessary.
- Improve efficiencies and remove bottlenecks in deal processing, customer price negotiations, and task request management.
- Develop strong relationships with key stakeholders.
- Employ critical behaviors such as concierge service, relationship building, and high velocity deal & task processing.
- Communicate clearly, concisely, and respectfully to foster an effective relationship with internal customers.
Senior Leadership, Sales, Applications, Service, IT Solutions, Contracting, Finance, Client Services, Legal & Compliance
Qualifications- Bachelor's degree in Business, Finance or similar discipline required.
- Minimum of 2 years of related business experience involving deal processing, task management, contracting, sales operations, and/or business analysis in a similar or related industry required.
- Superior project management and time management skills, including effectively managing multiple priorities in a fast-paced and deadline-driven environment.
- Detail and process-oriented with a focus on continuous improvements to maximize effectiveness and efficiencies.
- Strong working knowledge of customer offer process and business knowledge to deliver high output, financially risk-balanced deals.
- Ability to communicate effectively with external and internal departments.
- Excellent written, verbal, and interpersonal communication skills.
- Strong decision-making skills and ability to prioritize work independently.
- Werfen offer and pricing systems knowledge, SAP, CRM, and other systems.
- Strong Microsoft Office Suite competencies, including advanced skills with Excel and/or Power BI type tools.
Up to 10% travel.
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