Deal Operations Analyst

About the role

The Revenue Operations team is integral to the success of the Sales and Customer Success organizations by helping to drive revenue, renewals and the productivity of the sales and customer success teams.

Responsibilities

• Create Quotes and Order Forms for sales deals
• Review Quote approval requests and approve qualified Quotes
• Process bookings review of customer orders. Assist in the complete order cycle, ensure quality and efficiency through the entire process
• Support of internal and external customers in regard to order booking and order tracking
• Address escalation for exception handling regarding booking requests
• Research discrepancies regarding ARR calculations
• Auxiliary in the creation of non-standard, custom, and/or complex deal structures to provide accurate quotes and order forms to match the intent of the deal
• Collaborate with internal teams to facilitate the order process, achieve joint goals, and solve problems related to order processing. These teams include finance, legal, renewals, collections, and others
• Accurately enter deal information into Salesforce
• Process Salesforce transaction data review for post close audits
• Special projects related to order processing and general Deal Operations process improvements

Requirements

The Revenue Operations team is integral to the success of the Sales and Customer Success organizations by helping to drive revenue, renewals and the productivity of the sales and customer success teams.

Qualifications

Experience with Quote to Cash in Salesforce CPQ Tool required

Experience with Ironclad preferred, or another CLM like Conga, etc.

Experience with back-office operations as well as strong knowledge of order processing

Experience with cross functional collaboration with Finance and Legal for the deal making process

Ability to learn internal business technology, applications, and solutions quickly

Strong working knowledge in Salesforce, Microsoft Excel, Google Suite

Willing to work in a highly demanding and results-oriented team environment

Extremely detail oriented and effective organizational skills. Meticulous in your attention to detail and take pride in ensuring that your work is accurate and thoughtful in nature.

Strong problem solving skills and ability to root cause issues

Excellent communication skills in knowing how develop partnership to effectively convey the needs of the sales team and customer to the appropriate stakeholder

Highly organized in the ability to juggle many competing priorities and strive to support each with equal attention to detail and quick turn-around.

Strong sense of accountability

Kindness and consideration in your approach when interacting with peers, partners and customers

Skills

Experience with Quote to Cash in Salesforce CPQ Tool

Experience with Ironclad preferred, or another CLM like Conga, etc.

Experience with back-office operations as well as strong knowledge of order processing

Experience with cross functional collaboration with Finance and Legal for the deal making process

Ability to learn internal business technology, applications, and solutions quickly

Strong working knowledge in Salesforce, Microsoft Excel, Google Suite

Benefits

In addition to Postman's pay-on-performance philosophy, and a flexible schedule working with a fun, collaborative team, Postman offers a comprehensive set of benefits, including full medical coverage, flexible PTO, wellness reimbursement, and a monthly lunch stipend. Along with that, our wellness programs will help you stay in the best of your physical and mental health. Our frequent and fascinating team-building events will keep you connected, while our donation-matching program can support the causes you care about. We’re building a long-term company with an inclusive culture where everyone can be the best version of themselves.

Pay

The reasonably estimated base salary for this role ranges from $85,000 - $140,000, plus a competitive equity package. Actual compensation is based on the candidate's skills, qualifications, and experience.

Schedule

In addition to Postman's pay-on-performance philosophy, and a flexible schedule working with a fun, collaborative team, Postman offers a comprehensive set of benefits, including full medical coverage, flexible PTO, wellness reimbursement, and a monthly lunch stipend. Along with that, our wellness programs will help you stay in the best of your physical and mental health. Our frequent and fascinating team-building events will keep you connected, while our donation-matching program can support the causes you care about. We’re building a long-term company with an inclusive culture where everyone can be the best version of themselves.