Deal Desk Analyst

What is The Role

Deal Desk within Sales Finance provides strategic, cross-functional and comprehensive assistance to sales contracting and financial compliance, process improvements, and building scalable solutions that help our sales team and leadership make informed decisions, with a focus on streamlining global efforts across the business. We are a distributed team with coverage across all GEOs and collaborate daily with most customer focused functions in the organization (ELT, SLT, Sales, Tech Sales, Product, Legal, Finance). We also play a significant role in structuring and approving all significant transactions within Elastic, thus helping to craft all future contracts that drive our revenue growth.

What You Will Be Doing

• Act as a business partner to Sales and Finance in developing strategies for complex deals with a focus on financial and revenue compliance
• Execute against and maintain AMER geographic Deal Desk support framework
• Enforce and manage approvals for non-standard deals and effectively collaborate across Sales, Finance, and Legal
• Serve as a trusted adviser to sales executives and their teams on pricing, product configuration, and business terms to support sales efforts
• Ability to execute strategies and manage under supervision sales enablement, deal optimization, and strategic positioning initiatives
• Drive and execute decision reviews and approvals across competencies (quoting, legal, revenue, etc.)
• Deliver consistent and exceptional support to our sales organization
• Propose and execute initiatives as part of the long-term strategy for the Deal Desk team and business
• High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business

Deal Management:

• Assess Financial and revenue risk on non-standard deals and understand and embed financial/legal compliance
• Propose and incorporate custom terms and legal edits into order forms and contract documents
• Coordinate and manage cross-departmental approvals outside of standard systematic workflow
• Maintain and update repository of legal language templates for non-standard deals for specific offerings
• Understand and enforce revenue recognition policies across all deals

Quote to Cash:

• Create and manage systematic CRM workflows around Deal Desk sales engagement and Revenue team alerting for non-standard orders
• Conduct due diligence and construct financial and legal requirements for changes in existing offerings and launch of new offerings
• Identify gaps in current Deal Desk processes (both operational and systematic) and create improvements for efficiencies
• General experience in building IT requirements and enhancements, and project management

What You Bring

• Bachelor's degree in Finance, Accounting, or related field
• 2+ years with sales operations, channel operations, deal desk, contract administration or related
• MBA a plus, but not required
• Strong attention to detail while multitasking
• Well-developed communication skills
• Ability to work in a dynamic, high-pressure environment
• High proficiency in MS Office (Excel, Word, PowerPoint) and GSuite, Salesforce (CPQ a plus)
• Experience working in a SaaS or high-tech company is also a plus