Deal Desk Analyst II

Job Description:

Deal Desk Analyst is a highly visible role in the organization where you will be responsible for providing essential guidance during the quote creation stage in the sales cycle and support to our Account Executives and Inside sales including cross functional collaboration with Renewal Management, AR/Finance, Sales Ops and Order Management. This role essential function is to ensure that deals are priced, structured, and negotiated in accordance with Vertex’s Inc. processes and policies.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Own and support critical aspects of deal strategy and structuring, pricing, quote, and order form creation.

• The role also provides the opportunity to work very closely with senior leaders including the VP of sales, Director of sales and Director of Revenue Operations to ensure completion of deals.

• Function as the point of contact for a specific region-based team and subject matter expert to the Sales organization on all matters related to pricing/deal economics and structure.

• Collaborate closely with Finance/AR, Renewal Management, Legal, Sales, Product, and Sales Operations on non-standard transactions.

• Assist the Sales Operations management team with process improvements, special projects, etc

• This is a fantastic opportunity to take on this highly visible role where you will be responsible for providing essential guidance and support to our Account Executives and Customer Success Managers and ensuring that deals are priced, structured, and negotiated in accordance with Vertex’s Inc. policies and processes.

• You will own critical aspects of deal strategy and structuring, pricing, quote, and order form creation.

• The role also provides the opportunity to work very closely with senior leaders including the VP of sales, Director of sales and Director of Revenue Operations to ensure completion of deals.

• Function as the point of contact for a specific region-based team and subject matter expert to the Sales organization on all matters related to pricing/deal economics and structure.

• Collaborate closely with Finance/AR, Renewal Management, Legal, Sales, Product, and Sales Operations on non-standard transactions.

• Assist the Sales Operations management team with process improvements, special projects, etc

• This is a fantastic opportunity to take on this highly visible role where you will be responsible for providing essential guidance and support to our Account Executives and Customer Success Managers and ensuring that deals are priced, structured, and negotiated in accordance with Vertex’s Inc. policies and processes.

• You will own critical aspects of deal strategy and structuring, pricing, quote, and order form creation.

• The role also provides the opportunity to work very closely with senior leaders including the VP of sales, Director of sales and Director of Revenue Operations to ensure completion of deals.

• Function as the point of contact for a specific region-based team and subject matter expert to the Sales organization on all matters related to pricing/deal economics and structure.

SUPERVISORY RESPONSIBILITIES:

• N/A

KNOWLEDGE, SKILLS AND ABILITIES:

• Strong knowledge of Excel

• Working knowledge of SaaS subscription models and revenue recognition including ARR/MRR and ACV.

• Strong emotional intelligence/maturity and ability to develop relationships and work cross-functionally with multiple internal stakeholders.

• Team player who can work in a fast-paced environment and ensure deals get closed, especially at month, quarter, and year-end.

• Extremely strong verbal and written communication skills

EDUCATION AND TRAINING:

• Minimum of 5-7 years of experience in a pricing, deal desk, or sales operations/analytics role

• Salesforce lighting CPQ or equivalent required

• Bachelor’s Degree in a related field.

• Or equivalent combination of education and/or experience

Other Qualifications
The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.

• Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.

• Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule – better is the enemy of done. Don’t spend hours when minutes are enough.

• Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.

• Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.

• Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you’re unsure, ask. Demonstrate unwavering support for decisions.

COMMENTS:

The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.