Experienced Deals Desk Analyst with a demonstrated history of working in sales support. Professionally skilled in Salesforce, CPQ, Quoting, Sales Operations, IT business operations, SAS, hardware, and Security licenses.
Overview
18
18
years of professional experience
Work History
Deals Desk Analyst
SentinelOne
05.2022 - Current
Review and approve quotes based on terms and pricing structures
Track quotes through approval process and insure timely review and approval
Manage Deals desk Slack channel to answer any quote related questions or fix quoting issues
Work closely with sales teamS to structure complex deals, including pricing, discounts, payment terms and contract terms in accordance with company policies and financial goals
Commercial, Renewal, SLED & LATAM regional expert in terms of pricing, partner and customer requirements to help Sales establish a strategic approach
Collaborate with internal stakeholders (Sales, Legal, Revenue, and Product) to ensure deals align with internal guidelines
Continuously work with the broader Revenue Operations teams to improve end to end deal flow across Deal Desk, Sales Operations, Channel Operations, and Orders
Salesforce CPQ testing to insure CPQ new rules are working as intended
Review deal structures, including discount & margin approvals, non-standard terms
Review renewal quotes and enforce company renewal booking policies
Work on and complete Ad hoc projects
Provide direct support to sales teamS ( via email, phone, and slack) related to creation of quotes, policies, options, and quote status.
Sales Operations Deals Desk Analyst
HPE Aruba Networking
11.2019 - 04.2022
Convert all existing quotes into new quotes compliant with newly introduced SKU and policy changes
Create new quotes as requested by sales organization and channel
Research to uncover customer's current environment
Modify quotes as requested and on behalf of sales organization and channel
Track quotes through approval process and insure timely review and approval
Provide direct support to the sales team (both via email and phone) related to the creation of quotes, policies, options, and quote status
Analyze customer contract history to provide efficient product service for renewing customer
Perform daily case work while maintaining and supporting sales contacts; actively work on validation of current environment of the customer, while effectively communicating the requirements back to the partner, distributor and customer
Use multiple tools for validation and creation of renewal quotes Working daily within Salesforce/CRM to manage case requests and provide excellent support to current stakeholders
Work with Regional Sales Managers and Renewal Specialist Managers to meet customer renewal and business retention goals as well as customer success
Work on and complete Ad hoc projects
Analyze quotes and complete Margin analysis if weighted average discount are above 70%
Create and maintain a company wide training document for onboarding sales reps outlining the creation of opportunities and quotes in SFDC
Onboard and train sales reps in EMEA and US territories using created training documents
Mentor, guide and develop junior members of the Deals Desk/Pricing Team.
Security Sales Support Specialist
Webhelp @Cisco
05.2018 - 10.2019
Perform daily case work while maintaining and supporting sales contacts; actively work on the validation of the current environment of the customer while effectively communicating the requirements back to the partner, distributor, and customer
Primary tasks revolve around the ACW Report
Building quote templates
Research to uncover customer's current environment
Use multiple tools for the validation and creation of renewal quotes
Working daily within Salesforce/CRM to manage case requests and provide excellent support to current stakeholders
Tracking and maintaining open cases to ensure that they are brought to a resolution within a CTA previously set
Scrub customer contract history to provide efficient product service for renewing customer
Use skills to train new team members on security products Firepower, ISE, CWS, CES
Execute all phases of subscription renewal life cycle too ensure the highest renewal rate possible to insure customer retention
Ensure contracts duration and products are correct to meet customer needs
Work with renewal specialist and managers to ensure customer success.
Program Assistant 1
State of North Carolina
03.2012 - 05.2018
Responsible for executing and carrying out and completing daily projects and scheduling
Successfully lead a team of 8 staff as needed to complete daily assignments and projects
Report information orally and written to management
Track and accurately document daily project progress and status
Participate in monthly meets and training's as needed
Document and report daily job status and progress
Assist employees with online training's and basic computer skills
Maintain computer lab an equipment within assigned buildings
Create email accounts and first time passwords for newly hired employees.
Help desk Technician/NCID Administrator
State of North Carolina
05.2010 - 03.2012
Spearheaded and successfully completed the setup of over 2,500 employee email accounts and initial passwords
Developed staff training documents as requested
Successfully provided first-line technical support and resolution of employee email accounts
Reset passwords via phone and email as requested by employees and directors
Troubleshoot and managed employee email problems in Microsoft Outlook
Conducted information sessions on email usage and set up mobile devices used by work crews as well as maintenance workers
Established and maintain relationships with division directors and department chairs
Ensured training documents for department chairs in PowerPoint and Word were drafted and up to date
Successfully trained non-technical employees on basic computer functions and overall Microsoft Outlook usage
Communicated with directors about employees email issues/ password expiration
Ensured technical support for division computer labs were maintained
Troubleshoot and resolved employee account, computer, password, and mail account issues.
Testing Coordinator
Guilford County Schools
02.2006 - 05.2010
Ensured student files were up to date and accurate daily
Drafted weekly and monthly Excel spreadsheets to be submitted to administrators showing student attendance and overall progress
Scheduled and coordinated meetings as requested by teachers and administrators
Provided and maintained computer support in two labs as needed
Created documents and presentations for meetings using Microsoft Office
Trained students on the use of Microsoft Office and basic email functions
Covered classrooms in teacher absences
Supervise testing of students as requested by administrators and teachers.
Education
Bachelor's degree - Management Information Systems, Business Administration