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Deal Desk Analyst

2 months ago


Toronto, Ontario, Canada Info-Tech Research Group Full time

About us:

Info-Tech Research Group delivers impartial, highly pertinent IT research, enabling CIOs and IT leaders to make well-informed, strategic decisions. We are currently serving over 30,000 professionals and collaborate closely with IT teams, equipping them with actionable tools and expert guidance to drive measurable results and enhance technology initiatives and organizational processes.

Why join us?

  • We pride ourselves on consistent year-on-year growth, with double-digit growth even during a global pandemic.
  • We are in the Top 3 on LinkedIn's Top Companies List in Canada.
  • Info-Tech fosters a growth-focused, entrepreneurial culture with unlimited opportunities for professional growth and development.
  • We provide financial support for professional development and training.

The Role

The Deal Desk Analyst is part of our Commercial Operations team and is a vital link between commercial teams and customers, working to ensure complex orders from our commercial staff are priced correctly, improve transparency into the forecast process and translated into invoices for customers efficiently and accurately.

Our ideal candidate will be able to work collaboratively and build relationships across the business. You're a creative problem solver who's energized by the opportunity to align with projects and initiatives centered on improving efficiency, Salesforce automation, and simplifying processes.

What We Look For

  • 3 or more years experience in a similar Deal Desk, Contract Operations/Management role although the experience you gained in that time is far more important that the number of years
  • Comfortable working collaboratively, and prior experience working both independently and with teams of varied sizes to achieve common goals.
  • Experience reviewing and approving pricing deals
  • Proficient in using
  • Experience with Configure, Price and Quote (CPQ) tools.
  • Proficient with Microsoft Excel
  • Bachelor's degree in Business or related degree

Key Responsibilities

  • Act as a sales-facing subject matter expert on process, policy, and pricing related matters
  • Assist sales teams in creating and positioning complex orders
  • Partner with sales to ensure opportunities are properly created and tracked in Salesforce including stage, probability, booking amount, and various other required field
  • Provide deal status and communication to sales management to improve transparency into the forecast
  • Active involvement for operational process improvements to increase the effectiveness of the Deal Desk
  • Continuously improve our ability to respond to the needs of Sales, Partners, and Customers
  • Review Order Forms for completeness and accuracy
  • Assist with data hygiene in Salesforce and change requests where applicable.
  • Provide monthly and quarterly analytics on the results of the business and ad-hoc reporting.

Info-Tech Research Group of companies is an equal opportunity employer committed to diversity and inclusion and does not discriminate on the basis of any legally protected status or characteristic including Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran and are pleased to consider all qualified applicants. To that end, upon request, ITRG will ensure, to the extent possible, that accommodation be made available to applicants throughout the recruitment and hiring process.