Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products include the Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diverse perspectives and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team.
Since the company’s founding, Lucid Software has received numerous global and regional recognitions for its products, business, and workplace culture. These include being listed to the Forbes Cloud 100, Fast Company Most Innovative Companies, Fortune Best Workplaces in Technology, and PEOPLE’s Companies that Care. Lucid’s solutions are used by more than 100 million users across the globe, making Lucid the most used visual collaboration platform by the Fortune 500. Our customers include Google, GE, and NBC Universal, and we partner with leaders such as Google, Atlassian, and Microsoft.
Lucid Software is looking for a smart, motivated, and organized Deal Desk OR Revenue Operations Intern to join the Revenue Operations team. This role will work directly with our Lucid sales team to ensure timely and accurate processing of quotes and opportunities in our CRM and billing system.
Responsibilities:
- Act as a primary point of contact for the sales team in the "quote-to-billing" process, ensuring accuracy and correctness in all transactions.
- Work closely with the Deal Strategy and Audit teams to ensure compliance with published sales Rules of Engagement, compensation plans, and finance principles.
- Review and approve quotes and contracts for accuracy and completeness within Salesforce (CRM).
- Develop a broad understanding of Lucid’s business rules and licensing models to help maintain and update contract data.
- Provide suggestions on process improvements to current order workflows or audit reports to improve the sales representative experience, reduce error rates, and increase revenue retention.
- Work cross-functionally with Sales, Accounting, Finance, Legal, and Revenue Operations to resolve discrepancies and ensure consistency in finance metrics.
- Drive additional research and provide context on assigned tasks or complex deal structures to help guide solutions for the broader Deal Strategy team.
- Other duties as assigned
Requirements:
- High level of precision and a demonstrated ability to process complex data accurately and efficiently.
- Ability to understand and follow defined process requirements and troubleshoot root causes rather than just symptoms.
- Strong interpersonal skills with the ability to work well with internal stakeholders across different departments.
- Excellent work ethic, a positive attitude, and a willingness to adapt to evolving processes in a fast-paced environment.
- Ability to work both independently and collaboratively to achieve shared team objectives.
Preferred Qualifications:
- 0-1 years CRM experience (Salesforce preferred)
- High energy and track record of excellence
- Innovative, highly motivated, and success-driven approach to work activities
- Ability to manage multiple projects and meet deadlines
- Strong communication and interpersonal skills; must be able to work well with internal customers and stakeholders (especially sales, accounting and business operations orgs)
- Passion for working with emerging technologies and an ability to understand new technical concepts
