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Sr. Deal Desk Analyst

Kaseya® is the leading provider of complete IT infrastructure and security management solutions for Managed Service Providers (MSPs) and internal IT organizations worldwide powered by AI. Kaseya’s best-in-breed technologies allow organizations to efficiently manage and secure IT to drive sustained business success. Kaseya has achieved sustained, strong double-digit growth over the past several years and is backed by Insight Venture Partners www.insightpartners.com), a leading global private equity firm investing in high-growth technology and software companies that drive transformative change in the industries they serve.

Founded in 2000, Kaseya currently serves customers in over 20 countries across a wide variety of industries and manages over 15 million endpoints worldwide. To learn more about our company and our award-winning solutions, go to www.Kaseya.com and for more information on Kaseya’s culture, please click here: Kaseya Culture.

Kaseya is not your typical company. We are not afraid to tell you exactly who we are and our expectations. We have achieved record levels of success being BOLD, being GRITTY, being ACCOUNTABLE. The thousands of people that succeed at Kaseya are prepared to go above and beyond for the betterment of our customers, and the betterment of their careers and long-term financial wealth. 

WHAT WE ARE LOOKING FOR:

We are seeking a detail-oriented and analytical Deal Desk Analyst to join our fast-paced SaaS company. The ideal candidate will have a keen understanding of SaaS pricing, sales processes, and financial analysis. As a Deal Desk Analyst, you will play a crucial role in optimizing deal structures, ensuring compliance, and maximizing revenue while maintaining customer satisfaction.

WHAT YOU’LL DO:

Deal Structuring and Pricing

  • Analyze and structure complex deals to align with company objectives and customer needs.
  • Develop and implement pricing strategies tailored to different market segments and customer profiles.
  • Collaborate with the sales team to provide guidance on pricing, discounts, and contract terms.

Deal Support

  • Support the sales team throughout the deal lifecycle, from proposal to closing.
  • Review and approve deal proposals to ensure compliance with company policies and financial targets.
  • Assist in the preparation of customer-facing documents, including quotes and contracts.

Deal Analysis and Reporting

  • Monitor and analyze deal performance metrics to identify trends and areas for improvement.
  • Generate regular reports on deal desk activities, including win/loss analysis and pricing effectiveness.
  • Provide actionable insights to the sales and finance teams based on data analysis.

Process Improvement

  • Identify opportunities to streamline deal desk processes and improve efficiency.
  • Implement best practices and standard operating procedures for deal management.
  • Stay updated on industry trends and competitive landscape to inform deal strategies.

QUALIFICATIONS:

  • Bachelor’s degree in Business, Finance, or a related field.
  • 4+ years of experience in a deal desk, sales operations, revenue operations or financial analysis role, preferably in a SaaS environment.
  • Proven track record of building and refining actionable dashboards and reports
  • Excellent communicator, able to work with a variety of stakeholders across multiple sources of data
  • Advanced experience in Excel and Salesforce is a must
  • Experience in Power BI is a plus
  • Experience collaborating across multiple teams
  • Familiarity with finance or financial analytics
  • Expertise in recurring revenue business models and / or familiarity with B2B software
  • Ability to work effectively in a high-velocity, dynamic environment.
  • Detail-oriented with a strong focus on accuracy and compliance.

Join the Kaseya growth rocket ship and see how we are #ChangingLives !

Additional information
Kaseya provides equal employment opportunity to all employees and applicants without regard to race, religion, age, ancestry, gender, sex, sexual orientation, national origin, citizenship status, physical or mental disability, veteran status, marital status, or any other characteristic protected by applicable law.

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What You Should Know About Sr. Deal Desk Analyst , Kaseya Careers

Are you ready to take your career to the next level? Kaseya is on the lookout for a Senior Deal Desk Analyst in sunny Miami, Florida! As the leading provider of comprehensive IT infrastructure and security management solutions, we pride ourselves on our innovative approach, powered by AI. In this role, you’ll immerse yourself in the thrilling world of SaaS, analyzing and structuring complex deals to align perfectly with our customer’s needs while driving revenue. Collaboration is key here; you’ll work closely with our vibrant sales team, offering expert advice on pricing and compliance throughout the deal lifecycle. Your analytical mindset will shine as you monitor deal performance metrics and provide actionable insights to boost our effectiveness. If you have a knack for simplifying processes and implementing best practices in a high-velocity environment, this is the perfect opportunity for you! Your background in finance or business and experience in deal desk or sales operations will set you up for success, especially if you’re well-versed in Excel, Salesforce, and have a flair for reporting and data analysis. Join us in our mission to change lives, one deal at a time, and be part of a company that values grit, accountability, and boldness. At Kaseya, we’re not just about achieving targets; we’re about transforming industries and driving sustained success for our customers and ourselves. Don’t miss out on this chance to grow your career while making a significant impact at Kaseya!

Frequently Asked Questions (FAQs) for Sr. Deal Desk Analyst Role at Kaseya Careers
What are the responsibilities of a Senior Deal Desk Analyst at Kaseya?

As a Senior Deal Desk Analyst at Kaseya, you will be responsible for analyzing and structuring complex deals to align with company objectives and customer needs. This includes developing tailored pricing strategies, supporting the sales team throughout the deal lifecycle, monitoring deal performance metrics, and identifying opportunities for process improvement.

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What qualifications do I need to apply for the Senior Deal Desk Analyst position at Kaseya?

To seize this opportunity as a Senior Deal Desk Analyst at Kaseya, you will need a Bachelor’s degree in Business, Finance, or a related field, along with at least 4 years of experience in a deal desk, sales operations, or financial analysis role, preferably within a SaaS environment. Advanced skills in Excel and Salesforce are a must, while familiarity with financial analytics will give you an edge.

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How does Kaseya ensure compliance in deals as a Senior Deal Desk Analyst?

Kaseya ensures compliance through a meticulous review process of all deal proposals. As a Senior Deal Desk Analyst, you'll be instrumental in reviewing and approving these deals to ensure that they align with company policies and financial targets, thereby maintaining the highest standards of accuracy and compliance.

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What skills are essential for success as a Senior Deal Desk Analyst at Kaseya?

Success as a Senior Deal Desk Analyst at Kaseya relies on essential skills such as strong analytical capabilities, keen attention to detail, excellent communication skills, and proficiency in software tools like Excel and Salesforce. You should thrive in a dynamic environment and exhibit the ability to collaborate effectively with diverse teams.

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Can you describe the company culture at Kaseya for a Senior Deal Desk Analyst?

The culture at Kaseya is vibrant and dynamic, driven by values of boldness, grit, and accountability. As a Senior Deal Desk Analyst, you'll find yourself in a supportive environment that encourages collaboration and innovation, providing ample opportunities for professional growth and making a significant impact within the company.

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Common Interview Questions for Sr. Deal Desk Analyst
Can you explain your experience with deal structuring?

When discussing your experience with deal structuring, focus on specific examples where you've successfully analyzed and created deal frameworks that met customer needs while aligning with your company's objectives. Highlight your analytical thinking and attention to detail.

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How do you ensure compliance in pricing strategies?

To ensure compliance in pricing strategies, clarify your process for reviewing deals against company policies and regulatory standards. Mention any relevant tools or practices you use to maintain accuracy and consistency throughout the pricing process.

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What metrics do you consider essential for assessing deal performance?

In answering this question, outline key performance indicators such as win/loss ratios, pricing effectiveness, and revenue impact. Emphasize the importance of using these metrics to drive improvements and inform future deal strategies.

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How do you handle discrepancies in deal proposals?

When dealing with discrepancies in deal proposals, communicate your approach to identifying the issue, consulting relevant stakeholders, and executing a resolution to ensure compliance and accuracy. Showcase your problem-solving skills and commitment to customer satisfaction.

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What experience do you have with data analysis and reporting?

Discuss your experience generating reports and analyzing data to provide insights for sales and finance teams. Mention the tools you use, such as Excel or Power BI, and how your analysis led to actionable strategies that positively impacted deal success.

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How do you stay updated on industry trends that might affect deal desk operations?

Explain your methods for staying informed on industry trends, such as subscribing to relevant publications, participating in webinars, or engaging with professional networks. Articulate how this knowledge can help in developing effective deal strategies.

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Can you share an example of a successful team collaboration?

To answer this question effectively, recount a specific instance where you collaborated with different teams, like sales or finance. Highlight the impact your collaboration had on achieving goals and how it fostered a positive working relationship.

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What is your approach if a particular deal doesn't meet expected performance metrics?

Describe your proactive approach; you would analyze the data to identify the root cause for underperformance, collaborate with relevant stakeholders, and suggest actionable improvements to address the issues while maintaining a positive outlook toward future deals.

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How do you prioritize tasks during a busy sales cycle?

Share your methods for prioritizing tasks effectively, such as using project management tools, maintaining clear communication with teams, and applying time management techniques to ensure that all deals are processed in a timely and efficient manner.

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What do you think is the most important quality for a Senior Deal Desk Analyst?

Highlight qualities like attention to detail, analytical thinking, and strong communication skills. Emphasize the importance of these qualities in ensuring seamless deal management and supporting sales teams effectively while driving compliance.

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Kaseya, headquartered in Miami, Florida, and established in 2000, is an IT infrastructure management software company. Their platform allows managed service providers and internal IT departments to remotely manage and monitor computers.

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Full-time, on-site
DATE POSTED
December 24, 2024

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