Tata Capital
Deal Desk Strategist, Philippines or India
About this role
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Skills you'll use
What you'll do
- Act as a trusted advisor and go-to resource on deal structure, quoting, order form creation, and contract options that support deal closure.
- Serve as the primary point of contact for Sales questions related to deal structure, opportunity booking, subscription management, and license delivery.
- Navigate complex deal cycles alongside Sales and partner with key internal stakeholders to fulfill deal requirements.
- Own the quote review process, including validating Salesforce opportunities, quotes, and order forms to ensure accurate deal structures, metrics, and downstream bookings.
- Review sales-assisted contracts from Salesforce for accuracy and intent, confirming that commercial terms, including price locks and billing terms, are correctly reflected and comply with revenue recognition requirements and internal policies.
- Partner with Sales to interpret deal intent, advise on options within GitLab's pricing and packaging framework, and troubleshoot quoting issues in Salesforce, Zuora CPQ, or related tools before engaging technical teams.
- Support the end-to-end quote-to-cash process by working with Billing, Accounts Receivable, Revenue Accounting, Ecosystem, and other partners to resolve subscription, invoicing, and collection issues.
- Analyze deal and quoting data to identify recurring issues, recommend process or configuration improvements, and create clear guidance that reduces errors and rework.
- Participate in regional sales forecast calls, quarterly business reviews, and end-of-quarter standups, providing clear updates on deal status, risks, and required actions.
- Work hours aligned with the GMT+10 time zone.
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