Deal Desk Resume Sample
Work Experience
- Foster and maintain strong working relationships with critical business partners (e.g. Finance, Legal, Support, etc.) to expedite the review and approval process
- Manage complex deal structuring process, working closely with Sales representatives to articulate customer requirements, business case, and deal value to several and sometimes dissimilar stakeholders across Cloudera. Partner with Sales managers to understand close plans and time lines for high-level deals
- Manage approval process for the most complex and high visibility sales transactions to meet customer’s critical business requirements while expediting sales velocity, and adhering to Cloudera’s operational policies and accounting & legal practices
- Ensure that complex transactions are operationalized and communicated to all relevant parties to provide visibility and awareness to support efficient implementation end to end
- Streamline and document non-standard deal approval process, e.g. thresholds and rules, approver roles and responsibilities and fallback positions; partner with Field Systems to drive scalable deal and order management automation
- Provide analysis around trends in customer requests and pricing; improve the pricing process by developing new standards on deal management for internal review and implementation
- Work with cross-functional teams (e.g., Legal, Finance, Product, etc.) to address complex pricing/commercial terms and provide options to enable Sales to address and overcome customer objections while maximizing revenue/bookings
- Identify potential training issues and coordinate with Enablement to develop & deliver sales tools (e.g. Product & Pricing FAQ’s, Sales Approval templates, etc.)
- Develop and implement productivity improvements so function scales with business
- Be the trusted advisor to the EMEA sales team, collaborating on pricing, product, and commercial terms for non-standard transactions
- Manage the Deals Desk Sales Operations team, supporting Enterprise, Majors, UK and ProServe order management processes
- The main tasks are coordinating the team, proactive contact to customers, set up good relationship with internal stakeholders
- Lead and coordinate the collection team
- Act as the expert to guide the field on complex deal structures, ensuring accurate pricing, commercial terms are negotiated to yield most beneficial deal structure
- Provide deal structure guidance to field sales and accelerate deal closure through the development of in-depth knowledge of Cloudera’s licensing model, deal structures and pricing to support to our worldwide sales teams
- Participate in planning for new products and lines of business. Develop operational plans to assess deal structure readiness end to end
- Be the trusted advisor to the America’s sales team, collaborating on pricing, product, and commercial terms for non-standard transactions
- Draft, review and negotiate commercial terms for sales orders, SAAS agreements, service agreements, statements of work, restatements, amendments and other agreements as necessary
- Assist with the development of sales and professional services agreement templates
- Provide guidance and interpretation to finance and sales management of contractual rights, obligations, risk assessment and clarification on contractual terms and conditions
- Ensure contract terms compliant with the relevant business requirements (e.g. discounting or concession approvals, service terms, revenue recognition rules)
- Develop training materials, sales order form examples and conduct regular contract training sessions
- Publish contracts guidance and reference materials to intranet using web publishing tools
Education
Professional Skills
- Strong organizational and execution skills and ability to manage competing priorities
- Excellent analytical and problem solving skills to enable informed decision making
- Experience in delivering high quality guidance against challenging timelines Experience in working with virtual teams across the world
- Highly analytical with sound fact-finding, research and decision-making skills
- Cross functional influencing skills
- Advanced level of sales training, c-level communication, advanced negotiation skills, etc
- Experience in Finance/Revenue with deal structuring experience
How to write Deal Desk Resume
Deal Desk role is responsible for presentation, analytical, excel, languages, diplomacy, advanced, microsoft, german, english, french.
To write great resume for deal desk job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Deal Desk Resume
The section contact information is important in your deal desk resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Deal Desk Resume
The section work experience is an essential part of your deal desk resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous deal desk responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular deal desk position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Deal Desk resume experience can include:
- Organized, detail-oriented, motivated, and persistent, with excellent diplomacy and influencing skills
- Strong organizational, planning, communication, and project management skills
- Strong interpersonal, collaborative and follow through skills
- Strong communication/interpersonal skills; able to build relationships and influence cross-functionally
- Excellent written, verbal, and presentation skills in English and Mandarin; proficiency in Japanese and Korean languages is an advantage
- Solid interpersonal and communication skills with all levels; team player
Education on a Deal Desk Resume
Make sure to make education a priority on your deal desk resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your deal desk experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Deal Desk Resume
When listing skills on your deal desk resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical deal desk skills:
- Excellent communication, analytical skills, time management and customer service skills
- Experience Managing large teams with proven leadership skills
- Strong organizational and time management skills along with the ability to work unsupervised
- Strong negotiation skills; ability to reach collaborative, business-focused results
- Problem solving and analysis experience including the experience solving business problems (commercial, operational, financial)
- Proven leadership and experience in reputable technology companies with deal desk and financing functions
List of Typical Experience For a Deal Desk Resume
Experience For Deal Desk Manager Resume
- Excellent written, verbal, and presentation skills in English; proficiency in Mandarin, Japanese, and Korean languages is an advantage
- Working experience within a finance related field required (2-5 years)
- Multitask and prioritize at times of high volume
- Understanding of basic principle of financing deals
- Working with the Deal Desk Team (quoting, pricing, finance analysts) to deliver analytics, perspective and recommendations
Experience For Deal Desk Specialist Resume
- Partner with the existing Deal Desk sales team to assist in scoping, configuration and pricing of Special Pricing Forms (SPF) quotes
- Thorough understanding of sales and marketing practices, pricing management and professional employer organization environment
- Become an expert on the CPQ tool (SFDC), reviewing and enforcing revenue recognition compliance for all quoting
- Understand and comply with the published sales and business approval policies (Rev’Up and 3P’s), including deal scoring and approval Matrix
- Able to learn the technical capabilities of the product, and translate that knowledge into benefits for a customer for deal positioning and objection handling
- Be the trusted advisor to the EMEA’s sales team, collaborating on pricing, product, and commercial terms for non-standard transactions
- Structure solutions in terms of pricing, value propositions and deal terms on larger, more complex deals
- Review and approve all non-standard requests. Ensure all required approvals are properly obtained and clearly documented. Ensure that all transactions adhere to internal revenue recognition guidelines and operational guidelines
Experience For Senior Manager, Deal Desk Resume
- Assist in structuring ELAs. Understand and coach sales on ELA configuration options
- Ensure ELA pricing and contracts meet corporate guidelines
- Prepare order packages to support the booking process
- Protect the margins of the business by taking a holistic view of the levers that affect profitability (products, prices, solutions and T&Cs)
- Reduce the time spent by the field on writing contracts to create more time for them to focus on customers
Experience For Senior Deal Desk Manager Resume
- Understands how to leverage licensing models, acquisition models, and deployment models for creative approaches to solve customer needs and budget requrements
- Assess existing business processes and identify areas for improvement to increase Bid Desk Deal Management’s efficiency
- Attend and participate in all assigned regions forecast meetings (weekly calls) supporting Sales Management in non standard deals
- Ensure Quotes and Order Forms are approved within pricing and discount policies
- Establish trusted working relationships with Red Hat teams that contribute to the achievement of the ISV, CCSP, and ICT bookings, forecast, and pipeline
Experience For Senior Deal Desk Specialist Resume
- Improvements pertaining to deal construction and sales enablement and education opportunities
- Work cross-functionally to develop and enhance strategic customer buying programs that are
- Designed to fit the purchasing needs of our customers
- Work at an amazing company with a fantastic culture
- Fluent in English, German and any one or more of the following languages is highly desirable: Spanish, Portuguese, French
- Central point of contact and best practices to help with ROI, pricing, business case docs, approvals etc
- Central point of contact for sharing best practices on how to win complex deals
- Comfortable reading legal contractual language
Experience For Global Deal Desk Manager Resume
- Contract drafting, interpretation, and management
- Be proactive and come to work with a “proactive problem solving” attitude
- Provide consistent RFP responses through pre-defined content & the creation of standardized templates
- People management of PSO Deal Desk Analysts in accordance with Vmware’s processes and policies
- Interpret deals scores and advise sales on configuration changes/options to improve scores and maximize economic value of opportunities
- Draft and edit ELA contract documents. Review, interpret, and respond to customer redlines
- Provide revenue recognition guidance and/or partner with the Revenue team to offer alternative deal structures that do not violate company policies
- Be an advocate for Sales and partner with internal organizations to understand complex sales issues. Collaborate with business partners to address customer requirements to facilitate deal closure
- Validate structure and pricing for existing maintenance streams (Installed Base) on licensed software that is rolled into new ELAs. Coordinate with Sales and Customer Support functions to validate proper license inclusion and pricing
Experience For Deal Desk Manager / Analyst Resume
- Pipeline planning with Sales Excellence
- Deal Triage with Segments, partnering with SOMs and Deal Desk for inflow and outflow status and communication
- Business level English is essential
- Create process to ensure all required deals are submitted through a Deal Desk service
- Lead the change in conversation from price to value, uplevel deal discussion to a more economic discussion (multi-dimensional)
- Make it easier for our customers to do business with us
- Experience in building tools, modeling frameworks, work flow management & control capabilities to drive sales autonomy on standard deals, and controls for complex non-standard deals
- Experience and ability to tolerate ambiguity, be flexible and adaptable, and make quick course corrections when necessary
Experience For Director, Deal Desk-americas Resume
- High impact personality; highly energetic and enthusiastic; unpretentious and non-political. Team player that reaches out across organizations to ensure key decision makers are provided technical, financial, legal and revenue details to enable sound deal decision making
- Lead others to make correct decisions. Sets appropriate expectations and holds people accountable
- Strength of character and gravitas to challenge at all levels in the organisation
- Business savvy; understands and has a proven track record in building rapport across all corporate functions to lead to sound financial revenue driven decisions that are both profitable and provide minimal risk
- Experienced change agent with strong cross-functional fluency
- Progressive knowledge and relevant experience in deal structuring, contracts, legal administration, or operations (business, sales, channel, consulting services) in the IT industry, preferably with a multinational corporation
- Lead a region and manage the day-to-day aspects of quoting and pricing approvals including driving and supporting the sales team in multi –element and complex deal structuring
- Partner with Sales to ensure opportunities are properly created and tracked in Salesforce including stage, probability, booking amount, and various other required fields
- Assist with product and pricing for RFP’s and RFI’s
Experience For Senior Manager Global Deal Desk Resume
- Understands how to leverage licensing models, acquisition models,
- Read, interpret, and escalate contractual language to ensure transactions comply with revenue recognition and business operational policies
- Responsible for the detailed analysis to determine completeness and accuracy of SOWs, PCRs & other PS documents
- Highlight non-standard language in SOWs & PCRs to enable proper internal review
- Structure and owns approval process for the most complex and high visibility enterprise sales transactions to meet customer’s critical business requirements while reducing sales cycles, and adhering to EFI’s operational policies and accounting practices
- Responsible for assisting Sales teams with qualifying, structuring, pricing, and escalating deals in accordance with company’s sales processes, policies and procedures
- And deployment models for creative approaches to solve customer needs and budget requrements
Experience For Program Manager, Deal Desk Resume
- High impact personality; highly energetic and enthusiastic; unpretentious and non-political. Team player that reaches out across organizations to ensure key decision makers are provided technical, financial, legal and revenue details to enable sound deal decision
- Anticipate and align to account team’s business needs in successful execution of deals on a quarterly and annual basis
- Ensure efficient execution of deals through standard deal process on an ongoing basis. Anticipate and align to support account teams’ business needs in successful execution of large deals on a quarterly and annual basis
- Participate and / or lead various internal projects related to core function. Being the ‘voice of AMER’ and ‘sales advocate’ on such project teams is essential to ensuring the solution solves relevant business issues
- Global liaison for ongoing Dell transactions to ensure consistency of discount treatment, T’s & C’s, adherence to current agreement / contracts
- Influence team decision making within sales process for North America regarding specific deals with a goal of both winning new business while protecting Veeam’s bottom line
List of Typical Skills For a Deal Desk Resume
Skills For Deal Desk Manager Resume
- Proven skills in negotiation, analysis, critical thinking, problem-solving, crisis management, and leadership
- Analytical, presentation and communication experience and experience influencing across various levels of management
- Intermediate MS Excel skills required
- Experience in customer experience, account management or professional services
- Experience in a deal desk, finance, revenue, contracts, and/or sales operations; software/Xaas experience required
Skills For Deal Desk Specialist Resume
- Proven leadership and experience in reputable technology companies with deal desk and pricing functions
- Problem solving and analysis skills, including the ability to solve business problems (commercial, operational, financial)
- Organized, detail-oriented, motivated, and persistent with skills in diplomacy and persuasion
- Experience in a deal desk, finance, contracts, sales operations, or revenue role; software/Xaas experience required
- Skills in discounting or operational metrics analysis, logic, problem-solving
- Organized, detail-oriented, motivated, persistent, with skills in diplomacy
Skills For Senior Manager, Deal Desk Resume
- Skills in discounting or operational metrics analysis, logic, and problem-solving
- Experience working with Senior Management to CEO level and cultivating positive working relationships with Sales staff
- Experience working in a client-facing role, including ability to build deep stakeholder relationships
- Extensive experience in quickly reading and understanding revenue contracts
- Provide deal construct guidance to Sales & Sales Management, leveraging knowledge and experience from multiple products and packaging
- Experience working with and achieving SLAs and KPIs
- Have experience of working in an international environment and have affinity of customer buying practices as exercised in Europe
- Experience, preferably with a technology company, selling solutions and services in a recurring revenue business model
- Strong understanding of quote to cash processes
Skills For Senior Deal Desk Manager Resume
- Related experience in Revenue Accounting, Sales Operations, and or Deal Desk functions (required)
- Previous pricing and price negotiation experience
- Experience developing operational processes, methodologies and process improvements
- Experience leading strategic, cross-functional and change management projects
- Experience in structuring multi-element (subscriptions, services and products) contracts
- Experience in data analysis, modeling and/or financial analysis
- Can operate in an ever changing environments and work within tight deadlines
Skills For Senior Deal Desk Specialist Resume
- Experience negotiating enterprise level software sales contracts
- Experience in structuring multi-element (services, support and license) software contracts
- A solid understanding of the ad tech industry
- Experience in deal desk, deal structuring or sales operations roles
- Experience with working with Looker or other business analytics tools
- Manage multiple priorities based on changing business needs, as well as ability to work in a team-based, fast-paced environment
- Prepare effective trainings or coaching that help improve team efficiency, productivity, customer satisfaction or flawless program management
- Negotiation experience, particularly in Enterprise Software, is extremely valuable
- Ability lead fearlessly and prioritize at times of high volume and stress e.g. Quarter-End
Skills For Global Deal Desk Manager Resume
- CPQ, Salesforce, and/or Tableau experience highly advantageous
- Experience in CRM software e.g. Salesforce (SFDC) / Siebel / ModelN
- Experience or exposure to software revenue recognition principles
- Strong business and financial acumen, and ability to draft commercial language in contracts
- Software industry (SaaS and On Premise) experience is a distinct advantage
- Solid software revenue recognition knowledge
Skills For Deal Desk Manager / Analyst Resume
- Experience with both Channel and a Direct Sales model
- Commercial Deals experience
- Telecom experience
- Self-starter with a good work ethic and a positive, get-it-done attitude
- Work independently, meet concurrent deadlines and organize time and priorities
- Experience with CRM and sales systems such as Salesforce
- Highly organized with a proven ability to get the job done
Skills For Director, Deal Desk-americas Resume
- Experience in deal desk, deal structuring or equivalent deal desk sales operations roles
- Analyze, model and recommend the best course of action for complex pricing, negotiations, and business situations; quantitative experience required
- Experience with sales teams, sales mindsets and customer needs
- Sales Operations/Customer Service experience
- Experience and comfortable working across multiple time zones and with a globally dispersed team
- Demonstrated ability and sense of grace under pressure for enabling Sales teams to win business
- Results oriented, passionate and demonstrates a bias to action. Always meets commitments. Pragmatic and tough minded
- Triage requests and prioritize workload when constrained, keeping partners apprised of realistic deliverable dates
Skills For Senior Manager Global Deal Desk Resume
- Manage assigned region’s deal flow in alignment with priorities communicated by sales leadership
- Working experience in a multi-national company
- Solid knowledge of software revenue recognition principles
- Monitor performance and report on a set of metrics to ensure operational effectiveness
- Comfortable handling multiple, urgent-priority tasks or projects and relationships under pressure and stress
Skills For Program Manager, Deal Desk Resume
- Experience with SFDC CPQ tool
- Combined background of sales and services; sales experience is ideal
- Demonstrated expertise with Microsoft Office suite including Excel, Word, PowerPoint, and Visio
- Interpreting contracts and understanding and communicating the legal and business ramifications of deviating from standard terms
- Reviewing and approving pricing
- Establishing, maintaining and updating a project plan with defined timelines
- Giving support and assistance to other deal desk managers as required
- Structuring complex deals to ensure compliance with price structure and profitability
- Determining value and ROI for customer
List of Typical Responsibilities For a Deal Desk Resume
Responsibilities For Deal Desk Manager Resume
- Have experience of working in an international environment and have affinity of customer buying practices as exercised in ANZ
- Experience in a sales operations role
- Train, Mentor and enable Field Sales team, Sales Operations Specialists on deal structuring principles, pricing and packaging
- Ad-hoc projects and analysis (e.g. field testing, in-depth pricing analysis, etc.)
- Act in a fiduciary capacity in managing first line approvals for pricing and non-standard terms
- Work with multiple internal teams in responding to RFPs to produce compelling, cohesive response documents that comply with corporate and financial policies
- Represent sales operations, accounting, finance, and legal interests in the structuring of deals
- Elaborate understanding of contractual terms in software agreements and comfortable reading legal contract language
Responsibilities For Deal Desk Specialist Resume
- Accelerate deal closure through understanding EFI Inkjet business, deal structures and pricing to support our worldwide sales teams
- Be the trusted advisor to the Japan sales team, collaborating on pricing, product, and commercial terms for non-standard transactions
- Liaise between Field Sales and Revenue Accounting on accounting close questions
- Represent specific proposals and customer facts to the CPC for deals requiring this level of approval
- Bachelors/MBA in Accounting or Finance
- Proficient in revenue recognition accounting
- Provide a support center for Sales covering business practices and guidelines, RFP, and RFI support, and complex vendor registrations
Responsibilities For Senior Manager, Deal Desk Resume
- Trusted advisor to the sales organization on pricing, revenue recognition, and business terms to drive deal closure
- Develop, track and communicate standard deal pipeline metrics, including a holistic view of price escalations and non-standard requests
- Enable a consistent view of pricing across products, channels, and regions
- Familiarity with the opportunity to cash cycle (operations, order processing, fulfillment, revenue recognition, legal contracts, etc.)
- Work quickly and efficiently under changing conditions and timelines
Responsibilities For Senior Deal Desk Manager Resume
- Lead the change in conversation from price to value, up level deal discussion to a more economic discussion (multi-dimensional)
- Developing the most appropriate offer (products, pricing, solutions and T&Cs) for the customer in collaboration with the field in the context of a variety of information on the customer and our business contracting strategies
- Develop the most appropriate offer (products, pricing, solutions and T&Cs) for the customer in collaboration with the field in the context of a variety of information on the customer and our business contracting strategies
- Develop offers that support the business objectives
- Collaborate with all Sr Deal Managers to gain insights on trends and share best practices
- Ensure all elements of the offer (products, pricing, solutions and financial T&Cs) are completed prior to the due date and Contract Development has the necessary information to execute, upload and track (clean hand-off), including the feasibility of implementing contract proposals
- Partner with Contract Strategy to execute newly developed contract offerings, new product launches, integration of acquisitions into our contract strategies and other initiatives and offerings
- Develop key market insights through the customer lens and collaborate with Contract Strategy on market based analytics to translate trends and insights into meaningful pricing strategies or modifications as appropriate
Responsibilities For Senior Deal Desk Specialist Resume
- Manage day-to-day order release and opportunity management process, working closely with cross function teams (i.e.. Business Units, Operations, Legal, Finance, Order Managers, etc) to ensure orders are booked accurately
- Follow up on any open items required to ensure each orders follow the guideline and policies
- Provide regular reports as required and committed to the sales team
- Evaluate, structure and guide deal proposals and drive efficient processes for teams to negotiate successful joint business plans, partnership frameworks and media agreements
- Analytical, presentation and communication skills and ability to influence across various levels of management
Responsibilities For Global Deal Desk Manager Resume
- Experience defining workflows, identifying and implementing operational processes to streamline the partnership structuring process
- Create process and lead deal team committee to bring together necessary stakeholders to provide commercial / strategic guidance including product and finance
- Provide consultative guidance to sales reps, as well as other supporting business units
- Identify potential training issues and coordinate with Sales Enablement to develop & communicate said issues to all necessary business functions
- Review proposals / quotes and provide Sales with deal structure and pricing guidance to optimize profitability, meet strategic corporate goals, and accelerate deal closure
- Ensure that sales proposals adhere to established corporate strategies as well as legal, billing, and rev rec policies, and present a solid understanding of product offerings
- Deals desk / sales or sales operations experience
Responsibilities For Deal Desk Manager / Analyst Resume
- Analyze deal structure, business terms, pricing and impacts on both top and bottom lines working closely with the product marketing / pricing team
- Manage a team of two individuals based in our NYC office
- Approve/Reject/Escalate proposals based on thorough analysis and business judgement
- Present large and/or strategic deals to management team for review
- Expertise in Excel and Salesforce required
- High level of accountability; proven ability to take ownership and solve problems. Dedication to excellent customer service. Self-motivated, able to work independently as well as contribute to a team
Responsibilities For Director, Deal Desk-americas Resume
- Assist with non-standard deal requests, structuring complex deals, driving cross-functional and cross solution collaboration and ensure revenue recognition requirements are managed
- Provide first line management support to Deal Desk Analysts working in a dynamic environment
- Ensure that transactions adhere to Adobe’s internal revenue recognition policies and operational guidelines
- Evaluate current quote to cash processes and offer recommendations for areas of improvement
- Complete ad-hoc projects and analysis as required
- Knowledge of SAP R3 and Microsoft Office
- Enforce the corporate approval frame work and associated policies
Responsibilities For Senior Manager Global Deal Desk Resume
- Experience working in a rapidly changing, deadline-based position involving daily interaction with multiple levels of management and peers; experience of Deal Desk and commercial deal negotiations is an advantage
- Detailed-oriented and motivated; outstanding diplomatic skills
- Evaluate all new, renewal and revision media contracts for compliance with product and pricing policy, identify and fix contract erroneous or missing contract data
- Identify non-standard media contracts and make recommendation on suitability of business opportunity to management and communicate contractual considerations to Finance organisation to accelerate monthly close
- Clarify, educate and gather feedback from the sales team regarding contract policy
- Develop and implement improved contract to order procedures, including those designed for new business units or international markets
Responsibilities For Program Manager, Deal Desk Resume
- Ensure accurate and consistent data between contracts and CRM system (Salesforce.com)
- Take on ad-hoc deal desk related projects as required by the business or line manager
- Keep up to date the EMEA rate card and release it to the market monthly
- Work with Legal, Sales and Customers in order to get T&Cs and new IO templates approved
- Leads the drafting, review and negotiation of customer agreements and amendments in support of North American software transactions, including software licensing, hardware sales, hosted and cloud offerings, consulting/implementation services, maintenance and managed services
- Analyze the financial business case and revenue recognition implications for key deals
- Facilitate cross-functional decision making and a collaborative team approach among the sales, professional services and revenue recognition teams to drive deal closure
- Negotiate complex contractual issues with internal associates and customers