Deal Desk Analyst

Who you are

• Bachelor’s degree in Finance or related competency
• At least 5 years of experience in Sales Operations, Channel Operations, Deal Desk, Contract Administration or related
• MBA preferred
• Strong attention to detail while multitasking
• Strong communication skills
• Ability to work in a fast-paced, high-pressure environment
• High proficiency in MS Office (Excel, Word, PowerPoint) and GSuite, Salesforce (CPQ a plus)
• Experience working in a SaaS or high-tech company is also a plus

What the job involves

• Deal Desk within Sales Finance provides strategic, cross-functional and comprehensive assistance to sales contracting and financial compliance, process improvements, and building scalable solutions that help our sales team and leadership make informed decisions, with a focus on streamlining global efforts across the business
• We are a distributed team with coverage across all GEOs and collaborate daily with most customer focused functions in the organization (ELT, SLT, Sales, Tech Sales, Product, Legal, Finance). We also play a significant role in structuring and approving all significant transactions within Elastic, thus helping to craft all future contracts that drive our revenue growth
• Act as a business partner to Sales and Finance in developing strategies for complex deals with a focus on financial and revenue compliance
• Execute against and maintain EMEA geographic Deal Desk support framework
• Provide Deal Desk support for super-geo Manager
• Enforce and manage approvals for non-standard deals and effectively collaborate across Sales, Finance, and Legal
• Serve as a trusted adviser to sales executives and their teams on pricing, product configuration, and business terms to support sales efforts
• Strong presence and communication with the Field
• Ability to execute strategies and manage under supervision sales enablement, deal optimization, profitability and strategic positioning initiatives
• Drive and execute decision reviews, approvals, and executing across competencies (quoting, legal, revenue, etc.)
• Support the global Deal Desk leadership to deliver consistent and exceptional support to our sales organization
• Propose and execute initiatives as part of the long term strategy for the Deal Desk team and business
• High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business
• Deal Management
• Assess Financial and revenue risk on non-standard deals and understand and embed financial/legal compliance
• Propose and incorporate custom terms and legal edits into order forms and contract documents
• Coordinate and manage cross-departmental approvals outside of standard systematic workflow
• Maintain and update repository of legal language templates for non-standard deals for specific offerings
• Understand and enforce revenue recognition policies across all deals
• Support RFP/RFI/Vendor Questionnaires and drive the enablement process related to such requests
• Quote to Cash
• Create and manage systematic CRM workflows around Deal Desk sales engagement and Revenue team alerting for non-standard orders
• Conduct due diligence and construct financial and legal requirements for changes in existing offerings and launch of new offerings
• Identify gaps in current Deal Desk processes (both operational and systematic) and create improvements for efficiencies
• General experience in building IT requirements and enhancements, and project management

Benefits

• Toast to your health: Fully paid health coverage for you and your family, in many locations.
• Craft your calendar: Flexible location and schedule for most roles.
• Create space for you: Distributed by design workforce, plus generous number of vacation days each year.
• Embrace parenthood: Minimum of 16 weeks of parental leave, plus generous family formation benefits.
• Give back your time: 40 hours each year to use toward volunteering with organizations and causes you’re passionate about.
• Amplify your impact: Double your charitable giving — we match donations up to $1500 USD (or local currency equivalent).