Postman17.04.2026
Deal Operations Analyst
San Francisco
Обязанности
- 01Create Quotes and Order Forms for sales deals
- 02Review Quote approval requests and approve qualified Quotes
- 03Process bookings review of customer orders
- 04Assist in the complete order cycle, ensure quality and efficiency through the entire process
- 05Support of internal and external customers in regard to order booking and order tracking
- 06Address escalation for exception handling regarding booking requests
- 07Research discrepancies regarding ARR calculations
- 08Assist Deal Operations and Sales with non-standard, custom, and/or complex deal structures to provide accurate quotes and order forms
- 09Coordinate with internal teams to facilitate the order process, achieve joint goals, and solve problems related to order processing
- 10Accurately enter deal information into Salesforce
- 11Process Salesforce transaction data review for post close audits
- 12Special projects related to order processing and general Deal Operations process improvements
Требования
- 01Flexibility to work additional nights and weekends for month and quarter-end, as needed
- 02Experience with Quote to Cash in Salesforce CPQ Tool required
- 03Experience with Ironclad preferred, or another CLM like Conga, etc.
- 04Experience with back-office operations as well as strong knowledge of order processing
- 05Experience with cross functional collaboration with Finance and Legal for the deal making process
- 06Ability to learn internal business technology, applications, and solutions quickly
- 07Strong working knowledge in Salesforce, Microsoft Excel, Google Suite
- 08Willing to work in a highly demanding and results-oriented team environment
- 09Extremely detail oriented and effective organizational skills
- 10Strong problem solving skills and ability to root cause issues
- 11Excellent communication skills in knowing how develop partnership to effectively convey the needs of the sales team and customer to the appropriate stakeholder
- 12Highly organized in the ability to juggle many competing priorities
- 13Strong sense of accountability
- 14Kindness and consideration in your approach when interacting with peers, partners and customers
Условия
- 01This is an in-office position
- 02Flexibility to work additional nights and weekends for month and quarter-end, as needed. This is not a standard 9-5 job, it is based on what the business needs
- 03The reasonably estimated base salary for this role ranges from $85,000 - $140,000, plus a competitive equity package
- 04Full medical coverage
- 05Flexible PTO
- 06Wellness reimbursement
- 07A monthly lunch stipend
- 08Wellness programs
- 09Frequent team-building events
- 10Donation-matching program
- 11In office 5 days a week for all roles based out of our hubs in San Francisco Bay Area, Boston, Austin, Tokyo and London. For roles based in Bangalore, employees currently work in the office three days a week and will transition to five days per week by the end of the year