Deal Operations Analyst at Postman in San Francisco, CA

Summary: Postman is the world’s leading API platform, used by over 45 million developers and 500,000 organizations. The Deal Operations Analyst role involves collaborating with various teams to manage the deal cycle, including quote creation, approvals, and order processing to ensure compliance with company policies. Responsibilities: - Create Quotes and Order Forms for sales deals - Review Quote approval requests and approve qualified Quotes - Process bookings review of customer orders. Assist in the complete order cycle, ensure quality and efficiency through the entire process - Support of internal and external customers in regard to order booking and order tracking - Address escalation for exception handling regarding booking requests - Research discrepancies regarding ARR calculations - Assist Deal Operations and Sales with non-standard, custom, and/or complex deal structures to provide accurate quotes and order forms to match the intent of the deal - Coordinate with internal teams to facilitate the order process, achieve joint goals, and solve problems related to order processing. These teams include finance, legal, renewals, collections, and others - Accurately enter deal information into Salesforce - Process Salesforce transaction data review for post close audits - Special projects related to order processing and general Deal Operations process improvements Required Qualifications: - Flexibility to work additional nights and weekends for month and quarter-end, as needed - Experience with Quote to Cash in Salesforce CPQ Tool required - Experience with back-office operations as well as strong knowledge of order processing - Experience with cross functional collaboration with Finance and Legal for the deal making process - Ability to learn internal business technology, applications, and solutions quickly - Strong working knowledge in Salesforce, Microsoft Excel, Google Suite - Willing to work in a highly demanding and results-oriented team environment - Extremely detail oriented and effective organizational skills - Strong problem solving skills and ability to root cause issues - Excellent communication skills in knowing how develop partnership to effectively convey the needs of the sales team and customer to the appropriate stakeholder - Highly organized in the ability to juggle many competing priorities and strive to support each with equal attention to detail and quick turn-around - Strong sense of accountability - Kindness and consideration in your approach when interacting with peers, partners and customers Preferred Qualifications: - Experience with Ironclad preferred, or another CLM like Conga, etc Required Skills: Salesforce, Salesforce CPQ, Quote to Cash process, Contract Lifecycle Management (CLM), Order processing, Microsoft Excel, Google Suite Benefits: Full medical coverage, Flexible PTO, Wellness reimbursement, Monthly lunch stipend, Wellness programs, Frequent and fascinating team-building events, Donation-matching program