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Senior Deal Desk Specialist

Role overview

Qualifications

  • Expertise in software licensing and contracting, including perpetual, subscription, hosting services and SaaS models.
  • 5+ years’ experience in a Sales Operations, Contract Management or Deal Desk environment.
  • Strong PC skills with Microsoft Office products, especially MS Word and MS Excel.
  • Good presentation skills and ability and confidence to interact with both internal and external customers.

Responsibilities

  • Manage, prioritize, and proactively track assigned business opportunities for the current quarter and future quarters.
  • Ensuring compliance of sales deals with any relevant company policies, procedures and processes.
  • Draft, review, and administer any documentation necessary for sales transactions and their approval.
  • Act as first line support to the sales team on revenue recognition or contractual matters relating to sales transactions.

Key facts

Other skills

  • Microsoft Word
  • Microsoft Excel
  • Financial Literacy
  • Communication
  • Teamwork
  • Problem Solving
  • Physical Flexibility

About the company

Copperleaf logo

Copperleaf

Data Analytics & Business Intelligence

Company details

Company typeSME
IndustryData Analytics & Business Intelligence

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Job description

Company Description

IFS is a billion-dollar revenue company with 7000+ employees on all continents. Our leading AI technology is the backbone of our award-winning enterprise software solutions, enabling our customers to be their best when it really matters–at the Moment of Service™. Our commitment to internal AI adoption has allowed us to stay at the forefront of technological advancements, ensuring our colleagues can unlock their creativity and productivity, and our solutions are always cutting-edge.

At IFS, we’re flexible, we’re innovative, and we’re focused not only on how we can engage with our customers but on how we can make a real change and have a worldwide impact. We help solve some of society’s greatest challenges, fostering a better future through our agility, collaboration, and trust.

We celebrate diversity and understand our responsibility to reflect the diverse world we work in. We are committed to promoting an inclusive workforce that fully represents the many different cultures, backgrounds, and viewpoints of our customers, our partners, and our communities. As a truly international company serving people from around the globe, we realize that our success is tantamount to the respect we have for those different points of view.

By joining our team, you will have the opportunity to be part of a global, diverse environment; you will be joining a winning team with a commitment to sustainability; and a company where we get things done so that you can make a positive impact on the world.

We’re looking for innovative and original thinkers to work in an environment where you can #MakeYourMoment so that we can help others make theirs. With the power of our AI-driven solutions, we empower our team to change the status quo and make a real difference.

If you want to change the status quo, we’ll help you make your moment. Join Team Purple. Join IFS.

Job Description

IFS’s Deal Desk is the key operation that supports the Sales organization with all aspects of the Quote to Close process cycle, from pricing a quote through to a contract signature. Senior Deal Desk Specialists are the business partners and trusted advisors to Sales to ensure that all needs within the Quote to Close Process are achieved with the best efficiency and speed possible. They are the first line for the administration of all the documentation needed to execute a software license transaction, ensuring that revenue on a customer signed agreement is optimized as the best possible transaction for both the Customer and IFS and that revenue can be booked successfully. The role requires financial, legal and technical product knowledge related to IFS Software Licensing and IFS Cloud Hosting Services.

Duties:

  • Manage, prioritize, and proactively track assigned business opportunities for the current quarter and future quarters to ensure timely submissions and active engagement on deal strategy and negotiations.
  • Ensuring compliance of sales deals with any relevant company policies, procedures and processes or other demands (e.g. Government specifications). Manage the approval process for sales transaction in the IFS Approval Request system.
  • Assist and advise Sales with product configurations and pricing proposals.
  • Draft, review, and administer any documentation necessary for sales transactions and their approval.
  • Act as first line support to the sales team on revenue recognition or contractual matters relating to sales transactions, act as liaison to Finance and Legal Departments on those transactions.
  • Provide interpretation and analysis of existing customer contractual documents.
  • Interact with all internal business partners involved in the execution and closure of sales transactions. E.g. Finance, Presales, Legal, Technology Alliances, Partner Managers, Product Managers, Corporate and Global functions.
  • Interact with external clients and vendors at various levels on contract and business-related matters, if necessary.
  • Ensure fiduciary responsibility to IFS.
  • Other duties and projects as may be assigned in relation to the Deal Desk team.

Qualifications

  • Expertise in software licensing and contracting, including perpetual, subscription, hosting services and SaaS models.
  • Expertise in Software & Maintenance revenue recognition criteria and regulations (ASC606 and IFRS15).
  • Good knowledge ERP software portfolio and solutions, IFS products or related ERP software vendors, preferred but not required.
  • 5+ years’ experience in a Sales Operations, Contract Management or Deal Desk environment.
  • Proven ability in a Sales Operations, Contract Management or Deal Desk environment.
  • Strong PC skills with Microsoft Office products, especially MS Word and MS Excel.
  • Strong problem-solving skills.
  • Excellent verbal and written communication skills.
  • Agile mindset with a proven ability to multi-task and work under pressure, meet deadlines and able to work independently.
  • Good presentation skills and ability and confidence to interact with both internal and external customers.
  • Ability to act with tact and discretion and a sense of humor.
  • Ability to handle confidential information.
  • University or equivalent qualification in Finance, Accounting, or Business preferable.
  • Team Work, Commercial Awareness, Communication, Influencing Others, Customer Orientation, Thoroughness, Flexibility.
  • Ability to see business use cases from strategic through to operational levels.
  • Ability to prepare accurate and concise materials.
  • Demonstrated ability to variable day to day activities and manage multiple and competing priorities.
  • Curious, eager to learn, and willing to roll your sleeves up and dig into a dynamic and dynamic growth culture..

What We’re Offering

  • Flexible paid time off, including sick and holiday
  • Medical, dental, & vision insurance
  • 401K with Company contribution
  • Flexible spending accounts
  • Life insurance and disability benefits
  • Tuition assistance
  • Community involvement and volunteering events

Additional Information

We embrace flexibility and hybrid work opportunities to support diverse needs and lifestyles, while also valuing inclusive workplace experiences. By fostering a sense of community, we drive innovation, strengthen connections, and nurture belonging. Our commitment ensures you can work in a way that suits you best, while also engaging with colleagues to share ideas and build meaningful relationships.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. VEVRAA Federal Contractor, Equal Opportunity Employer

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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