Deal Strategy Analyst

The Deal Strategy Analyst supports the sales team of a rapidly growing US-based software company by structuring pricing and providing accurate quotations. This role involves meticulous detail, strategic thinking, and communication with various internal departments like Sales, Product/Pricing, Finance, and Contracts. The ideal candidate is positive, proactive, assertive, innovative, and possesses strong written and verbal communication skills, working in a casual yet hardworking environment.

Must Have

• Support the AMS sales team by structuring pricing and providing quotations for customers and partners.
• Work with multiple teams including Sales, Product/Pricing specialists, Finance and Contracts to build and approve pricing and deal structure.
• Use CPQ and available tools to issue quotation documents.
• Gain and maintain up to date product knowledge of the SailPoint product suite.
• Map out non-standard complex deals using Excel and identify appropriate pricing model.
• Ensure discount/maintenance levels and payment terms are compliant with company guidelines.
• Monitor and chase pricing exception approvals, escalating when appropriate.
• Check for forecast accuracy by ensuring the correct quote is reflecting on the opportunity in Salesforce.com.
• Verify account legal entity names and billing addresses are accurate on all paperwork.
• Perform post close audit reviews to ensure correct SKU and support information is copied to the contract record.
• Two (2) years of previous Deal Desk, Sales Operations, Business Operations or Price / Quote experience.

Good to Have

• Understanding of subscription and perpetual models.
• Bachelor's degree or global equivalent in a Business, Finance or Sales related field.

Perks & Benefits

• Medical, dental, and vision insurance
• Short-term and long-term disability
• Life insurance and Accidental Death & Dismemberment (AD&D)
• Supplemental life insurance for employees, spouses, and children
• Flexible spending accounts for health care and dependent care
• 401(k) Savings and Investment Plan with company matching
• Flexible vacation policy
• 8 paid holidays annually
• Sick leave
• Paid parental leave
• Employee Assistance Program (EAP) and Care Counselors
• Legal Assistance, Critical Illness, Accident, Hospital Indemnity and Pet Insurance options
• Health Savings Account (HSA) with employer contribution
• SailPoint Corporate Bonus Plan or a role-specific commission
• Potential eligibility for equity participation

Deal Strategy & Operations Analyst - AMS

Preferred Location: Austin, TX

In this role, you will provide essential support to the sales team at a rapidly growing US based software company. The ideal candidate will approach their work with meticulous detail, owning the roles of tactician and strategist. You will receive quote requests from the sales team, review, approve and provide accurate quotes while communicating with various departments within the organization. Our work environment is casual and fun, but we also work hard. The ideal candidate will be positive, proactive, assertive, and innovative, with well-developed written and communication skills.

Responsibilities

• Support the AMS sales team by structuring pricing and providing quotations for customers and partners. You may also help with overflow from other Geos (APAC and EMEA) as needed.
• Work with multiple teams at our Austin, TX US based Headquarters including Sales, Product/Pricing specialists, Finance and Contracts to build and approve pricing and deal structure.
• Use CPQ and available tools to issue quotation documents to the customer or partner for signature.
• Gain and maintain up to date product knowledge of the SailPoint product suite and its components.
• Map out non-standard complex deals using Excel if required and identify appropriate pricing model.
• Ensure discount/maintenance levels and payment terms are compliant and in-line with company guidelines.
• Monitor and chase pricing exception approvals, escalate when appropriate and build a strong relationship with approvers.
• Check for forecast accuracy by ensuring the correct quote is reflecting on the opportunity in Salesforce.com.
• Verify account legal entity names and billing addresses are accurate on all paperwork.
• Perform post close audit reviews to ensure the correct SKU and support information is copied over to the contract record correctly.

Skills

• Experience with CRM databases, preferably Salesforce.com and quoting tools, ideally Salesforce CPQ.
• Excellent attention to detail.
• Understanding of subscription and perpetual models desirable.
• Ability to manage expectations of a sales team with tight deadlines and constantly changing priorities.
• Aptitude to manage discounting and margins for partners.
• Proficient in Microsoft Office and Adobe DC.
• Mathematically inclined and data driven.
• Highly responsive with excellent communication skills, both written and verbal.
• Ability to prioritize and manage your own workload with minimal oversight.

Experience Requirements:

• Two (2) years of previous Deal Desk, Sales Operations, Business Operations or Price / Quote experience preferred.

Education (preferred, not required):

Bachelor's degree or global equivalent in a Business, Finance or Sales related field.

Benefits and Compensation listed vary based on the location of your employment and the nature of your employment with SailPoint.

As a part of the total compensation package, this role may be eligible for the SailPoint Corporate Bonus Plan or a role-specific commission, along with potential eligibility for equity participation. SailPoint maintains broad salary ranges for its roles to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect SailPoint’s differing products, industries, and lines of business. Candidates are typically placed into the range based on the preceding factors as well as internal peer equity. We estimate the base salary, for US-based employees, will be in this range from (min-mid-max, USD):

$46,800 - $66,800 - $86,800

Base salaries for employees based in other locations are competitive for the employee’s home location.

Benefits Overview

1. Health and wellness coverage: Medical, dental, and vision insurance

2. Disability coverage: Short-term and long-term disability

3. Life protection: Life insurance and Accidental Death & Dismemberment (AD&D)

4. Additional life coverage options: Supplemental life insurance for employees, spouses, and children

5. Flexible spending accounts for health care, and dependent care; limited purpose flexible spending account

6. Financial security: 401(k) Savings and Investment Plan with company matching

7. Time off benefits: Flexible vacation policy

8. Holidays: 8 paid holidays annually

9. Sick leave

10. Parental support: Paid parental leave

11. Employee Assistance Program (EAP) and Care Counselors

12. Voluntary benefits: Legal Assistance, Critical Illness, Accident, Hospital Indemnity and Pet Insurance options

13. Health Savings Account (HSA) with employer contribution

SailPoint is an equal opportunity employer and we welcome all qualified candidates to apply to join our team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable law.

Alternative methods of applying for employment are available to individuals unable to submit an application through this site because of a disability. Contact applicationassistance@sailpoint.com or mail to 11120 Four Points Dr, Suite 100, Austin, TX 78726, to discuss reasonable accommodations. NOTE: Any unsolicited resumes sent by candidates or agencies to this email will not be considered for current openings at SailPoint.