Deal Desk Analyst

Responsibilities

Deal Triage & Pre-Qualification

• Triage incoming deals during pre-qualification to ensure data accuracy and completeness and determine the deal segmentation based on agreed parameters.
• Ensure the timely routing of deals to the relevant teams for further qualification and assessment prior to progressing the deal to the Deal Qualification Review (DQR) gate.

Deal Governance

• Ensure strong adherence to governance structures across all sales motions through advocacy, training and acting as a trusted advisor to key stakeholders across sales, pre-sales and delivery teams.
• Develop and maintain Deal Desk tools and templates to streamline the deal approval process, enabling pipeline efficiency and associated conversion to revenue.
• Manage scheduling and adoption of all gate reviews throughout the deal flow, including Deal Qualification Review, Technical Certification, Deal Review, Contract Review, Win/Loss Reviews and  Solution Handover.
• Maintain a deal approval process that ensures compliance with organizational policies, procedures and corporate Delegation of Authority (DoA).
• Execute a regular audit program to monitor compliance across the deal flow, driving improvement in overall compliance and recovery plans where required.

Pipeline Analysis & Insights

• Generate and analyze deal related metrics, reports, and dashboards to provide insights into deal performance, trends and opportunities for improvement.
• Monitor and track pipeline, win/loss ratios, revenue split and other Key Performance Indicators (KPIs).
• Provide regular recommendations based on data driven insights, and collaborate with key stakeholders to realize proposed solutions and efficiencies.

Utilization Monitoring

• Support project setup in Microsoft Dynamics 365 to enable resource assignment and time tracking.
• Facilitate regular board to review pipeline and staffing levels, ensuring all deals in pipeline are effectively resourced and provide insight to delivery teams in preparation for handover of executed deals.
• Enable regular utilization reporting for presales managers to support effective resource management.
• Enable regular bid budget performance reporting to support Engagement Managers and Deal Advisors.

Qualifications

• Bachelors Degree in business, finance or a related field.  MBA or equivalent is a plus.
• Proven experience in Deal Desk, sales operations, or related role within a services organization.
• Strong analytical skills with the ability to interpret complex data and make data driven recommendations.
• Familiarity with Microsoft Dynamics 365, Power BI and Codata.
• Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel).
• Excellent communication and interpersonal skills to effectively collaborate with cross-functional teams.
• Attention to detail, strong organizational skills and ability to work in a fast paced environment.
• Ability to work as part of a global team which may require engaging across distances, cultures,
• and time zones in a matrix organizational structure.
• Exposure to bid and proposal management with APMP Foundation Certification an advantage.
• 3-8 years of progressive broad-based information technology and business experience.