Deal Operations Analyst

Summary

Join Unit4, a fast-growing cloud company revolutionizing ERP software for mid-market organizations, and be part of a dynamic team. This Sales Operations and Deal Desk role offers a unique blend of responsibilities, requiring expertise in sales tools, process improvement, data management, and deal structuring. You will act as a subject matter expert, supporting sales teams, improving processes, and ensuring data accuracy. The role involves collaborating with various departments, including sales leadership, legal, finance, and operations. Unit4 provides a supportive and inclusive work environment with numerous benefits, including uncapped time off, remote work opportunities, and a commitment to employee well-being.

Requirements

• You have 1-3 years’ professional experience in a sales support role
• You have Experience with CRM tools
• You are a self-starter and you have the ability to work independently within a team environment
• You can manage, collaborate and critically prioritize, ensuring the utmost efficiency between teams
• Strong communication and interpersonal skills
• Strong analytical skills
• You have written and oral fluency in the English language
• You have excellent work ethic and reliability
• 1-3 years’ experience in Pricing Strategy, Deal Desk, Bid Management, Commercial Finance, Sales financial analysis, or relevant experience preferred
• Bachelor’s degree or equivalent experience
• Outstanding analytical background with strong problem-solving skills
• Great interpersonal skills, including written and verbal communication
• Ability to build relationships and work collaboratively to get results
• Capable of explaining concepts clearly and credibly across all levels of the organization
• High level of attention to detail
• Ability to work in a fast-paced environment
• Proficiency (reading, writing and speaking) in English and Dutch / German

Responsibilities

• Being a super user of sales tools. Answer ‘how do I…?’ questions for CRM opportunities, accounts and data that will allow sales to progress quickly and efficiently. This will contribute to a decrease in IT tickets
• Be an onboarding Buddy for new Sales joining the team, contributing to decreasing ramp up time
• Identify best practice and sales process improvements, share and document them so the Sales community has easy access to the latest resources
• Identify and remove sales process blockers to streamline processes and enable Sales to spend more time in front of the customer
• Monitoring and highlighting Dynamics opportunity hygiene so when a deal is signed, it can be immediately moved to Closed won and then Booked by Finance
• Identifying issues with data quality and managing the on-going processes to ensure CRM data cleanliness: accounts, contacts, hierarchy to give sales and all other stakeholders an accurate image of the data quality in CRM
• Monitoring and highlighting pipeline health in collaboration with Business Operations by tracking the relevant KPIs and feeding back conclusions to Sales and Sales management to ease their decision-making process
• Preparing and ensuring quality and timely win celebration emails are sent, so the entire organization is aware of the great wins and each deal’s insights
• Identify sales knowledge gaps in tools and process and liaise with Sales Enablement for them to organise appropriate training
• Executing the internal cancellation process
• Providing backup across the regional sales ops team cross region if other colleagues are out of office
• Maintaining the Opportunity Management process library and playbook so Sales can always have access to the latest process descriptions, “How to” documents and checklists
• Being a Subject Matter Expert for 1-2 key projects/topics to be defined. The topics already have owners, you are going to work together with the owners, help them and make sure the input from the business is considered and to make these topics “land” afterwards. For the Sales Operations team you are the go-to person regarding this topic
• Partner in a trusted adviser capacity to senior Sales Leadership, sales community and internal stakeholders
• Provide thought leadership to develop innovative deal structures, handle risk within the contractual terms and structure and educate the sales team on our latest product bundles and offerings
• Develop improved methodologies for pricing and business terms, based on the use of data and market knowledge to support decisions
• Provide deal financial modeling and proposal support to the senior members of the team
• Provide deal structure guidance and recommendations to Sales that balance a data driven approach with creative and out of the box thinking, on requests coming from Sales on an assigned set of strategic accounts
• Drive the execution of contracts by working with cross functional teams and partners, including Sales, Legal, Accounting, and Operations
• Independently scope and complete project work to meet goals identified by Management
• Partner with product teams on optimal pricing models and strategies for new products and bundled solutions
• Collaborate with Sales leadership to effectively coordinate and manage month and quarter end deal closure
• Review and vet sophisticated deals on behalf of Strategic Business Practices Management
• Develop relevant cross-functional relationships to understand products, competition, and the market
• Create sales enablement materials to train Sales on good practices for product pricing and positioning
• Work closely with Finance, Legal and Operations department to optimize contract terms and close deals
• Demonstrate a strong understanding of our customers and how they use Unit4 products
• Ensure compliance with internal controls
• Ensure timely delivery of compliant and commercially sound offers with the Account Executives
• Handle day-to-day transactional deal pricing requests

Preferred Qualifications

• Ideally, experienced at working in a multinational environment
• Experience in Dynamics 365 / Dealhub

Benefits

• A culture built on trust - giving you the freedom and autonomy to be successful
• Balance - with our uncapped time off policy, remote working opportunities, and Global Wellbeing Days when the whole company can switch off and prioritize well-being
• Talented colleagues, role models and mentors - work, learn and be inspired by some of the best talent in the software industry
• A commitment to sustainability - with initiatives such as our Act4Good program, a way for everyone at Unit4 to come together and engage in actions that benefit society and the planet
• A safe and inclusive working environment – supported by our Employee Resource Groups, which are open to all and include Women at Unit4, Pride at Unit4, Mental Health and Access at Unit4, and People of Color at Unit4