Deal Desk Analyst

About the role

In this role, you will be the go-to expert for the quote-to-order process, assisting Sales Representatives and ensuring the accuracy of the sales pipeline. Your responsibilities will involve processing orders within Salesforce and collaborating with various departments to optimize contract strategies for both simple and complex transactions. You will act as a critical liaison between the sales teams and internal stakeholders, translating complex requirements into actionable steps that maintain compliance and efficiency. This position requires a proactive mindset to identify potential roadblocks before they impact the deal lifecycle. You will be instrumental in maintaining the integrity of pricing and discount structures across all sales initiatives. The role demands a high level of ownership over the end-to-end order journey from initial configuration to final execution. Your work will directly support revenue accuracy and operational consistency for the Sales Operations team.

Key facts

What you'll do

• Assist Account Executives throughout the deal configuration, structuring, approval, and quoting phases.
• Create pricing sheets to facilitate quote configurations as needed.
• Modify pricing sheets based on requests from sales representatives when there are changes in dates, quantities, or discounts.
• Ensure that all quotes comply with pricing and discount policies and are accurately recorded in Salesforce.
• Maintain and manage the order approval matrix, ensuring adherence to best practices.
• Collaborate with Sales, Finance, and Legal teams to strategize and approve all non-standard deals.
• Work with the Legal team to revise contract templates in line with evolving business requirements.
• Partner with cross-functional teams to enhance the overall quote-to-cash processes.
• Confirm that Salesforce opportunities align with signed service orders.
• Complete order processing in Salesforce before transferring to Finance for NetSuite processing.
• Generate detailed reports on deal metrics to provide visibility into pipeline health and bottlenecks.
• Conduct regular audits of pricing entries to prevent discrepancies and ensure policy adherence.
• Act as the primary contact for clarifying requirements between the sales executives and the finance function.
• Support the implementation of process improvements to reduce manual effort and cycle time.

Requirements

• 1 to 4 years of experience in Deal Desk, Sales, Sales Operations, Finance, or Revenue Accounting.
• Familiarity with direct SaaS sales environments and experience in generating quotes for the sales team.
• Proficiency in Excel or Google Sheets.
• Experience with Salesforce.com.
• Knowledge of AI tools.
• Strong organizational skills with a focus on detail and problem-solving abilities.
• Ability to manage multiple priorities in a fast-paced environment while maintaining accuracy.
• Understanding of contract law basics as it applies to software transactions.
• Excellent written and verbal communication skills to interact effectively with internal stakeholders.
• A proven track record of working with cross-functional teams to achieve shared objectives.
• Willingness to adhere to the company's policies and compliance standards at all times.
• Capability to translate complex sales terms into clear documentation for internal use.
• Commitment to maintaining data integrity within CRM systems.

Nice to have

• Experience with Salesforce CPQ or similar quote configuration tools.
• Familiarity with NetSuite.

Practical notes

This role is based in Bangalore, India, and offers a hybrid work model. HackerRank is committed to providing equal employment opportunities and values diversity in the workplace. All personal information will be kept confidential according to EEO guidelines. The position is classified as full-time employment, and the successful candidate will operate under the hybrid schedule defined in the job description. While the specific hours are not detailed in the source material, the expectation is for collaboration during standard business hours to align with global sales activities. Travel is not a requirement for this position as it is designated for the Bangalore location. There are no visa sponsorship details provided in the source text, implying the candidate must already have the right to work in India. The posting does not include a deadline for applications, so interested candidates are encouraged to apply as soon as possible to be considered for the role.