Analyst, Deal Optimization Team (Position located in Bengaluru, India)

Overview

Analyst on KnowBe4's new Deal Optimization Team (Deal Desk), serving as the primary point of contact and advocate for Global Sales and Customer Success teams on pricing, discounting, contract term options and deal exceptions.

What you'll do

• Serve as the primary point of contact and advocate for Global Sales and Customer Success teams, providing guidance on pricing and discounting, contract term options, and managing a deal exception process.
• Help design, build and support end-to-end deal desk processes and policies, liaising with Legal, Finance, Order Processing, Sales and Customer Success to expedite deal approvals and bookings.
• Provide guidance and support to Sales and Customer Success teams as they build business cases for exception requests.
• Identify and report on the need for policy and process changes, recommend, design, implement and communicate updates, ensuring field understanding and adherence to best practices.
• Collaborate with IT to define, design and document needs for enhancing systems and reporting, and maintain data hygiene across sales-related databases and tools.
• Measure and report on KPIs to track the progress, effectiveness and efficiency of Deal Desk operations, and recommend and assist in building out appropriate KPIs and reporting.
• Help utilize pricing tools and ensure all discounts and special pricing arrangements adhere to company policies.
• Facilitate deal approvals by compiling necessary information for presentation to stakeholders for decision-making.
• Ensure deal data is accurately entered and managed within Salesforce.
• Collaborate on creation, enhancement and improvement of reporting tracking deal conversion rates, average sales cycles and other sales-process KPIs.
• Optimize deal desk processes to improve deal velocity and sales productivity.

What you'll need

• Bachelor's degree in Business Administration, Finance, or a related field.
• 2 years minimum Deal Desk experience in a SaaS company.
• Proficiency with Salesforce, CPQ and Excel.
• Desire to truly hear, understand and empathize with Sales needs to provide exceptional customer service, while balancing the requirement to adhere to guardrails needed by Legal and Finance.
• Exceptional analytical abilities and relentless attention to detail.
• Energetic self-starter with a 'Sales/Customer Success Friendly' mentality who thrives in building trust and rapport in a cross-functional team setting, with highly effective interpersonal, written and verbal communication skills.
• Positive, can-do attitude, strong intellect, creative problem solving and growth mindset.
• Ability to handle stress with a positive, calm and data-driven approach, focused on company objectives.
• Operate with honesty, integrity, transparency, enthusiasm and respect for others.
• Experience successfully working in a fast-paced Global company with continuous change and competing priorities.
• Flexibility to work under tight deadlines and extended hours when necessary, especially at end of month.

Details

• Location: Bengaluru, India.
• Applicant assessment and background check may be part of the hiring procedure.