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Deal Partner

Key Facts

Remote From: 
Category:  Partner
Full time
Expert & Leadership (>10 years)
English

Other Skills

  • Business Acumen
  • Analytical Skills
  • Problem Solving
  • Customer Service
  • Detail Oriented

Roles & Responsibilities

  • At least 10 years of relevant solid work experience in cybersecurity or SaaS
  • Proficient knowledge of Quoting, Deal Desk, and Order management methods
  • Good understanding of Revenue Recognition concepts (606)
  • Strong analytical skills and attention to detail

Requirements:

  • Support the review and approval of deal terms, legal terms, pricing, and quotations
  • Proactively work with Sales team to support the closure of high value transactions
  • Provide high level of service to internal customers
  • Manage weekly and quarterly forecast reports

Job description

Job Title:

Deal Partner

About Trellix  
Trellix is a global company redefining the future of cybersecurity. The company’s comprehensive, open, and native cybersecurity platform helps organizations confronted by today’s most advanced threats gain confidence in the protection and resilience of their operations. Trellix, along with an extensive partner ecosystem, accelerates technology innovation through artificial intelligence, automation, and analytics to empower over 50,000 business and government customers with responsibly architected security. More at https://trellix.com.

Role Overview:

As a Premium Deal Partner, you are responsible for supporting the review, structuring, and operational processing of standard customer deals from quote through to invoicing. Acting as a "white-glove" concierge for Sales, Customer Service, and Renewal Account Managers, you ensure accuracy, compliance with pricing and discount policies, and timely deal progression. You will partner closely with Commercial Finance, Legal, Revenue, and other quote-to-invoice teams to seamlessly execute transactions, remove administrative friction for our sales teams, and develop strong foundational commercial acumen. This role requires proficient industry experience in similar roles can be applied with minimal support/supervision. External facing function interacting with senior cross-functional leaders.

Key Responsibilities:

  • Work with the APJ Deal Desk Lead in providing commercial value-add advice in terms of interpretation and analysis of management information.

  • Strategically support Sales in the review and approval of deal terms, legal terms, pricing and quotations, ensuring transactions are structured effectively and commercial terms in line with corporate policies and guidelines.

  • Pro-actively work with Sales team to support the closure of high value transactions. Resolve any queries or issues in a timely manner, solve problems, provide solutions or recommend alternate courses of action

  • Provide and emerging ability to promote high level of service to internal customers including Premium Deal Partners, sales, SEs, CSMs.

  •  Provide the highest level of customer service to own a request end to end.

  • Reviewing and structuring opportunities, quotes, and orders.

  • Proficient understanding of the company’s sales processes and objectives. Ability to support sales teams with accurate and timely quote to invoice results. In-depth knowledge of the company’s product portfolio.

  • Manage weekly and quarterly forecast reports on a timely and accurate basis.

Required Experience/Skills:

  • At least 10 years of relevant solid work experience in cybersecurity or SaaS relevant industry.

  • Requires proficient knowledge of Quoting, Deal Desk, and Order management methods, theories, practices and procedures.

  • Proficient understanding of Q2I process responsibilities and deep knowledge of the broader Q2I process.

  • Exposure to direct dealing with Customers around contracts and/or Sales professionals an advantage.

  • A good understanding of how to interpret and apply Revenue Recognition concepts (606)

  • An ability to interpret and solve problems and communicate practical solutions in a straight forward easy to understand manner

    Good commercial acumen and business knowledge

  • Strong analytical skills, attention to detail, thorough

Company Benefits and Perks:

We believe that the best solutions are developed by teams who embrace each other's unique experiences, skills, and abilities. We work hard to create a dynamic workforce where we encourage everyone to bring their authentic selves to work every day. We offer a variety of social programs, flexible work hours and family-friendly benefits to all of our employees.

  • Retirement Plans

  • Medical, Dental and Vision Coverage

  • Paid Time Off

  • Paid Parental Leave

  • Support for Community Involvement

We're serious about our commitment to a workplace where everyone can thrive and contribute to our industry-leading products and customer support, which is why we prohibit discrimination and harassment based on race, color, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation or any other legally protected status.

Our Commitment to You:

At Trellix, we are committed to creating a safe and trustworthy experience for our customers, employees, and candidates. Please be aware that fraudulent recruiting activity can occur through fake job postings or impersonated communications.

Trellix conducts interviews through professional channels only and does not use text messages, instant messaging, or group chats for interviews. We will never request sensitive personal information—such as your date of birth, Social Security number, or national ID number—during the interview process.

Trellix also does not require candidates to pay fees, purchase products or services, or process payments of any kind as part of the recruiting or hiring process. And Trellix will never keep any original work authorization documents that we may be required to review during the hiring process.

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