Deal Desk Analyst

Who We Are

Having surpassed $300M ARR and continuing to grow, Optro is the leading audit, risk, ESG, and InfoSec platform on the market. More than 50% of the Fortune 500, including 7 of the Fortune 10, leverage our award-winning technology to move their businesses forward with greater clarity and agility. And our customers love us: Optro is top-rated on G2.com and Gartner Peer Insights.

At Optro, we inspire each other to innovate and are proud of what we are producing. We spend each day thinking of new ways to help our customers and contribute to the greater good of our company and our surrounding communities. We are all about assisting each other and breaking through barriers to create the most loved audit, risk, ESG, and InfoSec platform by our customers. This is how we have become one of the 500 fastest-growing tech companies in North America for the seventh year in a row, as ranked by Deloitte!

Why this Role is Exciting:

Optro is seeking a Deal Desk Analyst (Temp) to join our Global Deal Desk team. The Deal Desk Analyst Contractor role is viewed as a trusted and recognized business partner to the Sales Field Organization. The Deal Desk Analyst will support all commercial-related activities including, but not limited to, deal structuring and pricing, contract creation, review and approval for quotes, and providing support to the Sales Field on Optro’s quoting tools.

Location: TIMEZONE: Pacific/ Mountain Time

Key Responsibilities:

• Provide expert guidance to the Sales field and Customer Success in the areas of deal structuring, pricing, redlining and contract management. Participate in deal reviews with Sales/Sales Leadership to help drive Account-Level strategy on pricing/deal structuring.

• Ensure deals are structured and processed efficiently and align with company policies.

• Review, interpret, and confirm contract terms and conditions; work closely with finance and legal teams to ensure all contracts are accurate. Verify compliance with internal policies

• Responsible for drafting, modifying, and finalizing contracts including new, add-on, and upsell business for Cloud Subscription Services.

• Review and approve deals for Optro customers and prospects.

• Anticipate issues and initiate actions to resolve them using professional judgment and concepts, company policies, and procedures.

• Deal with day-to-day queries from Sales, and Account Management teams on Optro’s quoting tools and/or CRM system. Participate in testing, as requested, to support quoting tool enhancements.

• Support Sales enablement through new hire training initiatives and ad hoc training requests as needed.

• Independently drive efficiency and process improvements. Support commercial projects on an as-needed basis.

Attributes for a Successful Candidate:

• Requires a 4-year college degree

• A minimum of 3 years professional experience in Deal Desk in a SaaS company.

• A bias towards velocity

• A “Customer First” perspective and ethos

• Experience supporting global / multinational customer and deals

• Outstanding business partnering skills – able to interact positively with the Sales Field and influence business outcomes.

• Excellent understanding of most Deal Support/Commercial topics (pricing, deal structuring, contracting etc.); familiarity with SaaS revenue recognition policies a plus

• Excellent understanding of commercial terms and conditions

• The ability to acquire knowledge of our products and the value they provide to Optro’s Customers.

• The ability to acquire a thorough understanding of Optro’s corporate goals and objectives and consider these goals/objectives within the design of offers.

• Ability to organize, prioritize, complete activities and meet deadlines on a daily basis.

Nice to Have

• Requires proficiency with computer applications, such as Windows, Excel, and Word and CRM systems – Optro's, SFDC and CPQ experience a plus.

Our Company Values

• Customer obsession: It starts and ends here. Consistently ask yourself how what you’re doing creates value for our customers. It’s a mindset.

• Gritty resilience: Make it happen. Find a way. Move fast, stay positive, and do what it takes.

• Drive innovation: Create the future. Continuously improve what exists and invent what’s next.

• Win, together: One team. No silos, no egos. Drive to be the best and support each other’s success.

• Growth mindset: 10x, not 10%. Think in orders of magnitude, not increments. Seek feedback, learn, and improve.
  

Perks*

• Launch a career at one of the fastest-growing SaaS companies in North America!

• Live your best life (LYBL)! $200/mo for anything that enhances your life

• Comprehensive employee health coverage (all locations)

• 401K with match (US) or pension with match (UK)

• Competitive compensation & bonus program

• Flexible Vacation (US exempt & CA) or 25 days (UK)

• Time off for your birthday & volunteering

• Employee resource groups

• Opportunities for team and company-wide get-togethers!

*perks may vary based on eligibility/location

Please note that background checks are required. Qualified Applicants with arrest or conviction records will be considered for Employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. This role may have access to highly sensitive data, including employee data, customer data, company financials, and proprietary product information.

We love building strong partnerships, but please note that Optro cannot accept unsolicited resumes from agencies. Any submissions without a signed agreement in place will not create a fee obligation.

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