The Deals Ops Analyst performs in a dynamic position supporting the Quote-to-Order process interfacing across several areas of the business such as sales, operations, engineering, order management, legal, finance, and shipping to ensure seamless fulfillment of orders with current systems, while identifying and working with the appropriate teams for process improvements. One of the main functions includes ensuring the correct usage of Trimble's operating procedures and compliance to corporate policies while moving quotes and deals through required workflows efficiently and with a highly professional and positive customer experience. Light understanding of local regulations and operating standards for contractual agreements and general logistics is necessary. Taking the initiative, strong math skills, and the ability to anticipate problems before they happen is essential for success in this position. You will be responsible for following standard deal procedures, providing escalatory analytical and process support to complex, non-standard deals, reviewing contract booking submissions for accuracy and alignment to our revenue recognition policies, and facilitating approvals from the respective decision-makers.
Job Responsibilities:
Deal Review (analyze data integrity of pre-sales agreements and booked deals)
Contract/quote amendments and preparation
New customer setup assistance and qualification
Coordinate and track new sales proposals submitted by partners, customers and sales staff
Work closely with internal Trimble approval team to monitor progression of proposals and provide supporting information when needed
Ensure timely booking of proposals and identifies proper stakeholders to facilitate orders
Strong business acumen, and ability to communicate and align with multiple levels within the organization to support the sales staff and other stakeholders
Work closely and efficiently with technical and operations leads to strategically fulfill orders
Manage, track, and provide timely updates to sales staff and customers
Should be able to identify inefficiencies and work closely with development leads and product owners to improve and evolve current processes
Manage and track post delivery/entitlement support for dealers and customers for software activations
Assist with invoicing, invoice deviations and escalations as needed
Support GTM execution with Enablement teams to build reliable and relevant assets that support the seller messaging and quoting activities related to implementing new products and iterating internal pricing frameworks
Qualifications & Experience:
3+ years of order processing and/or customer deals experience in technology/hardware/software environment
Comfortable working in a rapidly changing and highly dynamic environment
Bachelors degree or higher in technical focus, Finance, Business, Marketing, or related discipline
Proficiency in Salesforce.com, Oracle ERP, Google Suite, Excel, Qliksense, Domo or Tableau preferred
Excellent verbal and written communication skills
Demonstrated ability to work under pressure and manage multiple tasks/projects simultaneously
Handles confidential and sensitive information and records with a high degree of discretion, diligence, and good judgment
Relationships required to build within this role:
INTERNAL:
Sales Managers
Sales Operations
General Managers
Legal / Commercial Contracts
Business Division and Sector controllers
Operations: Export, shipping, config etc.
Planner/Buyers
Export Compliance
Customer Support teams
Product managers
Revenue Recognition
Credit & Collections
Cash Applications
Marketing
Information Systems (IS)
Internal Audit
EXTERNAL:
Customers/Resellers
Joint Ventures
Shipping carriers & freight forwarders
General abilities and skills expected to be learned and mastered in this role:
Uphold service level agreements with external and internal customers
Increased understanding of legal, revenue recognition, internal processes and all other touchpoints to ensure efficient flow from Quote-to-Cash in it's entirety
Participate in new business integration activity
Excellent understanding and application of order processing related revenue recognition compliance
Demonstrated and professional negotiations, education and enforcement of compliance rules directly with customers, business divisions and sales people
Demonstrated healthy decision making in high-pressure situations
Understand entire workflow from Opportunity-to-Cash
Export controls and compliance understanding
Escalations to multiple levels of management
General understanding of other business functions within the company this team engages with
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Pay Equity-
Trimble provides the following compensation range and general description of other compensation and benefits that it in good faith believes it might pay and/or offer for this position. This compensation range is based on a full time schedule. Trimble reserves the right to ultimately pay more or less than the posted range and offer additional benefits and other compensation, depending on circumstances not related to an applicant's sex or other status protected by local, state, or federal law.
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Bonus Eligible?
No-
Trimble offers comprehensive core benefits that include Medical, Dental, Vision, Life, Disability, Time off plans and retirement plans. Most of our businesses also offer tax savings plans for health, dependent care and commuter expenses as well as Paid Parental Leave and Employee Stock Purchase Plan.
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