Deal Strategy Analyst

Summary

Join Lucid Software's Revenue Operations team as an Order Management specialist, where you'll be the primary point of contact for the sales team throughout the quote-to-billing process, ensuring accuracy and compliance. You'll work closely with various teams to maintain consistent policies and procedures, review and approve quotes and contracts, and ensure compliance with sales and business approval policies. You'll also develop a deep understanding of licensing models, recommend contract structures, and drive process improvements to enhance the sales rep experience and increase revenue retention. This role requires strong attention to detail, excellent communication skills, and the ability to work cross-functionally with various departments.

Requirements

• BA/BS degree
• 1+ years Deal Desk or Sales experience in a SaaS company
• Strong attention to detail, both as a processor and as a reviewer
• Ability to understand and follow complex processes
• Positive attitude and willingness to adapt to evolving processes
• Strong communication and interpersonal skills; must be able to work well with sales, operations, customer success, legal and accounting teams
• Passion for working cross-departmentally with internal customers and stakeholders on complex business processes and projects
• Ability to work both independently and collaboratively to achieve shared team objectives
• Innovative, highly motivated, and success driven approach to work activities
• Excellent work ethic and problem solving skills
• Ability to understand and follow defined process requirements
• Creative problem solving skills
• Ability to manage multiple projects and meet deadlines

Responsibilities

• Act as the primary point of contact for the sales team in the quote to billing process with accuracy and correctness
• Work closely with both the Deal Strategy, Order Management, Renewals and Commission teams to maintain uniform policies and procedures across the larger Deal Desk team
• Review and approve quotes and contracts for accuracy and completeness in our CRM
• Create, revise, and review all quotes and contracts requests for varying levels of deal size and complexity in our CRM system
• Ensure compliance with published sales and business approval policies
• Develop an in depth understanding of licensing models and recommend contract structures based on client use case
• Become a subject matter expert for Lucid’s business rules of engagement across all products and departments
• Drive process improvements to current order process to improve sales rep experience as well as reduce error rates and increase revenue retention
• Drive, lead, and guide approaches to deal strategy and appropriate billing structures
• Work cross-functionally with all departments, including Sales, Accounting, Legal, and Revenue Operations
• Be an advocate and partner to internal organizations by understanding the complex needs of the sales and Revenue Operations organizations
• Other duties as assigned

Preferred Qualifications

• 1+ years relevant Salesforce experience
• Experience working with legal teams to write business terms on order forms
• Experience in a revenue or finance role