The Role
Serve as the Deal Desk SME supporting sales quote creation, special pricing, contract verification, approvals, and system training. Partner with sales, legal, finance to structure deals, ensure compliance with policies, verify payment and revenue recognition, resolve process issues, and provide reporting and analysis to optimize deal cycle times and contract execution.
Summary Generated by Built In
Job Description:
The Sr. Analyst II, Deal Desk will serve as the liaison and subject matter expert (SME) for the Deal Desk and sales quote activities including but not limited to, quote creation, special pricing, approvals, master agreement verification, and system training to the internal sales team.- Partners with sales to serve as the SME in support of the sales quote process, contract policies and procedures, throughout the deal approval and system training processes.
- Creates quotes for add-on sales and verifies master agreements in Salesforce for rates and contractual discounts and pricing.
- Gathers deal requirements to assist sales with product offerings to best provide solutions for implementation to ensure customer success.
- Provides supports to sales on product/service offerings; reviews proposals to ensure product offerings align with client needs and support.
- Ensures deals are structured and processed efficiently and aligned to internal policies and product offerings align with client needs and support to clients are accurately included in sales proposals/contracts such as additional licenses, implementation, training, etc. and verification of payment terms, revenue recognition impact.
- Researches and resolves sales process challenges, issues, or concerns through collaboration and consultation with colleagues and/or leadership.
- Provides a variety of reports for analyses including but not limited to sales volume, sales trend, closing times, contract terms, etc.
- Works with the legal department to verify contract and payment terms are accurate and work with finance and accounting to determine revenue recognition impact.
- Provides review of deal progression to ensure optimal deal cycle times and contract execution for standard and non-standard agreements.
- Monitors contract approvals and assist sales team with order processes to advance quotes through the system in a timely manner.
- Bachelor’s Degree.
- Or, any combination of education and experience which would provide the required qualifications for the position.
- 6+ years’ experience in finance, sales operations support, deal desk, contracts and quotes, or similar experience.
Knowledge, Skills & Abilities:
- Knowledge of: Best practices in pricing models and terms, advanced Microsoft Office Suite. Salesforce (CRM), Big Machines; advanced theories and principles related to legal, accounting, and sales operations; product contractual language.
- Skill in: Communication (written, verbal), organized, detail oriented, time management, analytical, problem solving, critical thinking.
- Ability to: Organize and interpret data; prioritize, meet deadlines, and multi-task while maintaining attention to detail, establish and maintain effective working relationships.
NextGen Healthcare is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Skills Required
- Bachelor's degree or equivalent combination of education and experience
- 6+ years experience in finance, sales operations support, deal desk, contracts and quotes, or similar
- Experience with Salesforce (CRM)
- Experience with Big Machines (CPQ)
- Advanced Microsoft Office Suite skills
- Knowledge of pricing models, contractual language, legal and accounting principles, and revenue recognition impact
- Strong written and verbal communication skills
- Organized, detail oriented, strong time management and multitasking abilities
- Analytical, problem solving, and critical thinking skills
- Ability to produce reports and analyze sales volume, trends, closing times, and contract terms
NextGen Healthcare Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about NextGen Healthcare and has not been reviewed or approved by NextGen Healthcare.
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Healthcare Strength — Health coverage includes multiple Anthem medical options plus dental and vision, and company HSA contributions are provided for HDHP selections. Wellbeing resources such as mental health support and fitness programs complement the core plans.
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Wellbeing & Lifestyle Benefits — A Lifestyle Spending Account, paid Volunteer Time Off, and Employee Resource Groups are highlighted alongside flexible and remote‑friendly work arrangements. These extras add lifestyle and community value beyond core insurance.
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Fair & Transparent Compensation — Sales compensation plans are characterized as fair and transparent with competitive on‑target earnings in go‑to‑market roles. Top performers can achieve higher outcomes under these structures.
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The Company
What We Do
NextGen Healthcare is on a relentless quest to improve the lives of those who practice medicine and those they care for. We provide tailored solutions to fit the precise needs of ambulatory practices, as they strive to reach the quadruple aim while navigating the journey of value-based care. The result? Healthier patients and happier providers.
