Deal Desk Analyst II

A Deal Desk Analyst II at LivePerson should possess skills like expertise in Order Management, Salesforce CRM, CPQ tools, strong communication abilities, and attention to detail. Experience in Sales Operations or Revenue Operations is highly beneficial, along with a knack for collaboration with remote teams.

LivePerson offers extensive professional development resources, including generous tuition reimbursement, to support the growth of Deal Desk Analyst II team members. You'll have access to both internal and external learning opportunities to help you reach your full potential.

The work culture at LivePerson is inclusive and collaborative, encouraging meaningful connections and innovation. As a Deal Desk Analyst II, you'll work in a dynamic environment where diversity is embraced, and every voice is valued.

In the Deal Desk Analyst II role at LivePerson, you'll manage deal construction, support the quote-to-cash process, create sales order forms, validate contracts, and implement operational improvements. Your contributions will help optimize processes and drive revenue.

LivePerson's Deal Desk Analyst IIs primarily utilize Salesforce CRM and CPQ tools for order management and contract validation. Familiarity with Microsoft Office and GSuite is also essential for efficient communication and document preparation.

Ideal candidates for the Deal Desk Analyst II position at LivePerson should have over three years of relevant experience, particularly in Order Management or Revenue Operations. A Bachelor's degree or related experience is also desired.

At LivePerson, Deal Desk Analyst IIs enjoy a comprehensive benefits package that includes medical, dental, and vision coverage, as well as generous vacation time and holidays. There are also ample development resources to aid in career advancement.

As a Deal Desk Analyst II, prioritizing tasks involves assessing urgency and impact. I recommend creating a daily checklist that categorizes tasks into high, medium, and low priority, helping to maintain a structured approach to workload management.

In previous roles, I have extensively used Salesforce CRM to manage customer data and streamline the sales process. It's vital to ensure data accuracy and leverage its reporting features to track performance and enhance decision-making.

Collaboration with the sales team is all about open communication and trust. I make it a point to meet regularly with the team to discuss progress, clarify needs, and provide support on contract-related questions to ensure seamless deal closures.

I focus on understanding customer needs thoroughly, coupled with market analysis, to propose competitive pricing. Casual discussions with the Sales team about market trends can also yield valuable insights for pricing strategies.

Ensuring compliance requires regular reviews of contracts against organizational processes and training for stakeholders involved. I would suggest implementing a checklist that aligns with compliance requirements for streamlined monitoring.

One significant challenge was managing discrepancies between sales quotes and confirmed orders. By setting up a more effective communication channel with the sales team, we were able to address these quickly, resulting in fewer discrepancies and happier customers.

Attention to detail is crucial as it ensures all contract terms are accurate and compliant. I recommend double-checking all figures and terms, as well as conducting routine audits of contract data to maintain accuracy.

I stay current by reading industry blogs, attending webinars, and participating in professional networks where I can learn from other deal desk professionals. This not only helps in keeping procedures updated but also fosters new ideas.

Dealing with ambiguity is a natural part of my role. I approach it by gathering more information from stakeholders and leveraging data to clarify situations. When I remain proactive in seeking solutions, I ensure smoother processes.

I am motivated by the opportunity to impact the revenue outcomes directly. Knowing that my role as a Deal Desk Analyst II at LivePerson contributes to the organization's success drives my commitment to excellence and continuous improvement.