Deal Desk Specialist

Job Summary

Deal Operations is a highly collaborative, global team at the forefront of GHX’s commercial process supporting sales from quoting to invoicing.  This growth minded team drives scalable, repeatable processes to allow maximum deal velocity with the goal to exceed revenue targets, ensure accuracy and reduce risk in a highly dynamic environment. Deal Operations collaborates cross-functionally as the coordinator between Sales and Legal, Revenue, Implementation, Product and Technology to align teams around complex and non-standard deal terms.

GHX is looking for a Deal Desk Specialist to join Deal Operations as part of our Deal Desk team. The Deal Desk Specialist will be responsible for supporting the quoting stage of the sales cycle including understanding deal scope and managing system entry or approval review based on complexity.  The Deal Desk Specialist will support accurate system entry, documentation, and alignment throughout the sales cycle. The Deal Desk Specialist will collaborate with the sales and broader Deal Desk team. Additional opportunities exist for process improvement and documentation and ad hoc projects as requested.

The ideal candidate is self-motivated, growth-minded, thrives in a highly-dynamic environment, and enjoys collaborating with other teams. Additionally, the candidate must be an individual who has organizational skills with the ability to manage priorities and execute in a fast-paced environment with strong attention to details. We are seeking a team player and strong communicator.

Role Responsibilities

• Ability to analyze account, asset, and contract data along with deal structure.
• Manage assigned request for quote support and quote queue review/approval processes within set SLA.
• Create quotes in Salesforce and configure carts in CPQ system (quote/CPQ) for designated opportunities based on inputs provided by field sales representatives or other internal GHX teams.
• Support the construction of customer ready quotes that comply with business policies and requirements.
• Assists in ensuring all non-standard commercial terms are reviewed, approved and properly entered/documented in systems in accordance with business requirements.
• Support the custom off matrix pricing processes as needed.
• Assist with process enhancements and process documentation as assigned.
• Attend and participate in Sales QBRs, forecast calls, and assigned regional meetings.
• Data entry and updates to internal systems as needed.
• Helps maintain customer files and records in internal systems.
• Champion GHX’s Values and Core Behaviors in your work. Values = Collaborate, Innovate, Inspire, and Grow. Core Behaviors = Stand for Customer, Value People, Speak with Candor, Focus on What Matters & Deliver Impact, Step Up and Own It, and Seek the Frontier.
• Ad hoc tasks, as assigned.

Role Requirements

• Bachelor’s degree in business, accounting, operations, or related field
• 3+ years’ experience in a Deal Desk, Quoting, Sales or Revenue Operations role
• Basic understanding of deal structure of complex SaaS deals, including booking and revenue recognition ramifications based on deal scope.
• Experience using Conga CPQ (Apttus) and Salesforce (CRM)
• Comfortable operations under pressure/with a sense of urgency.
• Strong written and verbal communication, time management and organization skills
• Problem-solving mentality, with an ability to independently navigate internal resources and escalate as necessary.
• Agile and adaptable to quickly adjust to changes in pricing strategy, market conditions, or organizational priorities while maintaining a focus on deliverables.
• Working knowledge of commercial processes.
• Ability to work effectively within a team and cross-functionally.
• Self-starter with a can-do attitude

Preferred Experience

• Experience in the Healthcare Industry
• Experience within a B2B sales
• Excel and reporting skills.