Deal Desk Analyst

Reports To: Manager, Deal Desk

About Copado

Copado is the leading DevOps platform for Salesforce, revolutionizing how the world's largest organizations achieve success in their Salesforce deployments. Our mission is to accelerate the Salesforce development lifecycle, support digital transformation, and deliver unparalleled value to our customers. We continuously innovate, ensuring our platform meets the evolving needs of Salesforce developers and operations professionals.

Job Summary

We are seeking a hands-on Deal Desk Analyst with experience reviewing, drafting, and executing software sales agreements to join our growing Deal Desk team. You will be partnering with Account Executives to support all aspects of commercial transactions, helping drive deals to completion, while ensuring that compliance with company policies are met, and providing excellent customer service to our Sales team and customers. You will also work closely with cross-functional teams, including Sales, Legal, Finance, and Operations to ensure a seamless and efficient sales process.

Key Responsibilities

• Act as the primary point of contact for sales reps to provide guidance and support throughout the Deal Desk process

• Support the Global Sales organization by responding to inbound requests on day-to-day quoting and opportunity needs while achieving set SLA’s on deal turnaround

• Draft, evaluate and review quotes for completeness, accuracy, and adherence to company policy (including pricing policies, discounting policies, and contracting processes.)

• Provide best practices on all Deal Desk processes, from opportunity creation through to execution

• Ensure smooth closure of opportunities by guiding sales reps through the final stages of the deal, confirming all requirements are met, reviewing purchase orders, and facilitating the necessary approvals to complete the sales cycle

• Collaborate cross-functionally with key stakeholders such as Legal, Finance, Marketing, and Info-Sec for approvals, ensuring that deals are compliant with business objectives and guidelines

• Work on ad-hoc projects identifying process improvements that will streamline the Deal Desk process and enhance customer experience

Qualifications

• Must be located in Louisiana or willing to relocate to Louisiana

• Bachelor's degree in business, finance, or a related field

• 1-3 years of experience working within a Deal Desk, Sales Operations, Sales, or related field

• Self motivated with the ability to work independently and adapt to changes in processes and priorities in a dynamic, evolving startup environment

• Strong analytical skills with the ability to analyze complex deal structures and identify risks and opportunities

• Excellent communication and interpersonal skills to work effectively with Sales and other cross-functional teams and clients

• Strong attention to detail with the ability to manage multiple tasks and priorities simultaneously

• Ability to to read and comprehend contracts and terms and conditions relevant to order forms

• Willingness to raise their hand for projects and take ownership of tasks to drive results

• Highly proficient in Excel or Google Sheets

• Experience using Salesforce, Salesforce CPQ, and e-signature tools (Conga is highly desirable)

Non-Negotiables

• Strong attention to detail and operational discipline

• Ability to manage competing priorities in a fast-paced, high-growth environment

• Proven ability to work cross-functionally and influence stakeholders at multiple levels

• Strong written and verbal communication skills

• Ability to assess commercial risk while balancing business objectives and customer experience

• Ownership mentality with a proactive and solutions-oriented approach

• Commitment to process integrity, compliance, and continuous improvement

Additional Skills and Qualities:

• Experience supporting a global Sales organization across multiple time zones

• Familiarity with revenue recognition and order management principles

• Ability to remain calm, organized, and decisive under pressure

Benefits

Copado offers a comprehensive benefits package, which includes:

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• 401(k) Plan

• Paid Time Off

• Wellness Perks

Copado is Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Copado does not accept unsolicited headhunter and agency resumes. Copado will not pay any third-party agency or company that does not have a signed agreement with Copado.

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