Quoting and Deal Desk Specialist

Summary

Join Granicus as a Quoting & Deal Desk Specialist and become an integral part of the Sales Operations team, driving deal execution, and ensuring compliance with company policies. You will analyze and structure sales transactions, collaborating with various teams to optimize deal outcomes and reduce sales cycles. Responsibilities include serving as a trusted advisor to the sales team, generating accurate quotes, collaborating with cross-functional teams, and analyzing deal metrics. You will also facilitate deal approvals, provide training and support, and identify opportunities to streamline processes. This role requires experience with Salesforce CPQ, a Bachelor's degree, and 3+ years of relevant experience in a SaaS company. Strong analytical, organizational, and communication skills are essential.

Requirements

• Experience with Salesforce CPQ is a must
• Bachelor's degree in business, finance, technical or related field
• 3+ years of experience with Deal Desk, Sales Operations, Pricing, Finance, or similarly related role within a SaaS company
• Prior work in cross-functional environments, with demonstrated ability to build strong relationships with sales and related teams
• Ability to juggle multiple high priorities, meet deadlines and work independently in a fast paced, sometimes ambiguous environment
• Strong analytical and organizational skills
• Excellent interpersonal and communication skills and willingness to learn
• Proficiency in MS Office Suite (especially MS Excel) required
• Responsible for Granicus information security by appropriately preserving the Confidentiality, Integrity, and Availability (CIA) of Granicus information assets in accordance with the company's information security program
• Responsible for ensuring the data privacy of our employees and customers, their data, as well as taking all required privacy training in a timely manner, in accordance with company policies

Responsibilities

• Serve as trusted advisor to the Sales team and subject matter expert on deal operations, including structure, contracting options, pricing accuracy and approval processes
• Engage early in deal cycles with the Sales Team to accelerate deal velocity by ensuring deals are structured, priced and processed efficiently and align to company policies
• Act as the first point of escalation and approval on complex deal questions and non-standard requests. Serve as trusted advisor to the Sales team and subject matter expert on deal operations, including structure, contracting options, pricing accuracy and approval processes
• Responsible for the handling of day-to-day queries from groups including, sales, sales development and account management teams using quoting tools and/or CRM system
• Generate accurate and timely quotes for products and services based on customer requirements, pricing guidelines, and business strategies
• Collaborate with sales, finance, and product teams to understand pricing structures, discounting policies, and contractual terms
• Evaluate non-standard quote configurations to identify relevant accounting, billing, and operational impacts and collaborate with internal teams to resolve
• Maintain quoting databases and documentation, updating pricing information and discount schedules as needed
• Serve as a central point of contact for deal structuring, pricing negotiations, and contract review
• Analyze deal metrics, including pricing, margins, and profitability, to support decision-making and optimize deal outcomes
• Partner with sales representatives to develop pricing strategies and resolve pricing-related issues
• Facilitate deal approvals through cross-functional collaboration with sales, legal, finance, and other stakeholders
• Document and administer approval matrix; ensure best practices are followed
• Work closely with sales operations, finance, legal, and other departments to ensure alignment of quoting and deal desk activities with overall business objectives
• Provide training and support to sales teams on quoting tools, processes, and pricing guidelines
• Act as a subject matter expert on quoting and pricing matters, offering guidance and insights to internal stakeholders
• Assist the Sales & Pricing Operations teams with process and system improvements, handle sales training, ad-hoc projects and other team enablement needs
• Identify opportunities to streamline and automate quoting and deal desk processes, leveraging technology and best practices
• Implement controls and procedures to ensure accuracy, consistency, and compliance with regulatory requirements
• Monitor key performance indicators (KPIs) to track quoting efficiency, deal velocity, and revenue realization

Benefits

• We are a remote-first company with a globally distributed workforce across the United States, Canada, United Kingdom, India, Armenia, Australia, and New Zealand
• Employee Resource Groups to encourage diverse voices
• Coffee with Mark sessions – Our employees get to interact with our CEO on very important and sometimes difficult issues ranging from mental health to work-life balance and current affairs
• Microsoft Teams communities focused on wellness, art, furbabies, family, parenting, and more