Deal Operations Analyst

Meet Unit4 . We’re a fast-paced growth cloud company, changing the game in ERP for mid-market people-centric organizations. We’re on a mission to turn 40 years of conventional legacy ERP software on its head and rewrite the industry.

We are in Business for People, empowering people in service organizations with innovative Enterprise and Business software solutions. We’ve innovated and taken a new approach to delivering ERP that works for people. Self-driving, adaptive and intuitive software that is changing the way people work. Our solutions empower people and deliver a better people experience so people can spend time on meaningful, high-value work they live for.

• Being a super user of sales tools. Answer ‘how do I…?’ questions for CRM opportunities, accounts and data that will allow sales to progress quickly and efficiently. This will contribute to a decrease in IT tickets
• Be an onboarding Buddy for new Sales joining the team, contributing to decreasing ramp up time
• Identify best practice and sales process improvements, share and document them so the Sales community has easy access to the latest resources
• Identify and remove sales process blockers to streamline processes and enable Sales to spend more time in front of the customer
• Monitoring and highlighting Dynamics opportunity hygiene so when a deal is signed, it can be immediately moved to Closed won and then Booked by Finance
• Identifying issues with data quality and managing the on-going processes to ensure CRM data cleanliness: accounts, contacts, hierarchy to give sales and all other stakeholders an accurate image of the data quality in CRM
• Monitoring and highlighting pipeline health in collaboration with Business Operations by tracking the relevant KPIs and feeding back conclusions to Sales and Sales management to ease their decision-making process
• Preparing and ensuring quality and timely win celebration emails are sent, so the entire organization is aware of the great wins and each deal’s insights
• Identify sales knowledge gaps in tools and process and liaise with Sales Enablement for them to organise appropriate training
• Executing the internal cancellation process
• Providing backup across the regional sales ops team cross region if other colleagues are out of office
• Maintaining the Opportunity Management process library and playbook so Sales can always have access to the latest process descriptions, “How to” documents and checklists
• Being a Subject Matter Expert for 1-2 key projects/topics to be defined. The topics already have owners, you are going to work together with the owners, help them and make sure the input from the business is considered and to make these topics “land” afterwards. For the Sales Operations team you are the go-to person regarding this topic

Deal Desk Role

• Partner in a trusted adviser capacity to senior Sales Leadership, sales community and internal stakeholders
• Provide thought leadership to develop innovative deal structures, handle risk within the contractual terms and structure and educate the sales team on our latest product bundles and offerings
• Develop improved methodologies for pricing and business terms, based on the use of data and market knowledge to support decisions
• Provide deal financial modeling and proposal support to the senior members of the team
• Provide deal structure guidance and recommendations to Sales that balance a data driven approach with creative and out of the box thinking, on requests coming from Sales on an assigned set of strategic accounts
• Drive the execution of contracts by working with cross functional teams and partners, including Sales, Legal, Accounting, and Operations
• Independently scope and complete project work to meet goals identified by Management
• Partner with product teams on optimal pricing models and strategies for new products and bundled solutions
• Collaborate with Sales leadership to effectively coordinate and manage month and quarter end deal closure
• Review and vet sophisticated deals on behalf of Strategic Business Practices Management
• Develop relevant cross-functional relationships to understand products, competition, and the market
• Create sales enablement materials to…