Deal Operations Analyst

San Francisco, Californiafull timeOn Site

Deal Operations Analyst at Postman · Lumi · Lumi

mid

$85k–$140k

H1B: yes

Postman Deal Operations Analyst at Postman responsible for creating quotes and order forms, reviewing approvals, and supporting the order booking process. This role collaborates with sales, finance, legal, renewals, and orders teams to ensure compliance with company policies.

Responsibilities

We are seeking a passionate and highly driven individual to join the Deal Operations team at Postman. The Deal Operations Analyst role reports into the Head of Deal Operations which also reports into Revenue Operations. This role will work collaboratively with the sales, Finance, Legal, Renewals and Orders teams in the deal cycle; quote creation, approvals, order form creation, opportunity maintenance and bookings to comply with Postman policies and processes.
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.
This is an in-office position.
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
Assist Deal Operations and Sales with non-standard, custom, and/or complex deal structures to provide accurate quotes and order forms to match the intent of the deal
Coordinate 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

Qualification

Experience with Ironclad preferredStrong working knowledge in Salesforce

Required

Flexibility to work additional nights and weekends for month and quarter-end, as needed. This is not a standard 9-5 job, it is based on what the business needs.
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.

Benefits

Medical
Vision
PTO
Equity/RSU
Wellness
Flexible Work

Company

Postman

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Source: greenhouse

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