Deal Operations Analyst

About the role:

As a Deal Operations and Proposal Management Analyst, you will play a key role in supporting our field operations efforts. You will support deal operations by tracking and coordinating deal activities, maintaining up-to-date records, and assisting in the analysis of deal performance metrics to ensure efficient and effective deal closure. Additionally, you will assist in the preparation and coordination of proposals and Information Security questionnaire, ensuring the team is supported to successfully complete in a timely manner.

What you’ll be doing:

•  Assist in weekly closed/won contract reviews for applicable monthly commissions payout and close-out data population
• Support the deal process with weekly data pulls tracking deal progression (stage, outstanding internal requirements, ACV confirmations, etc)
• Manage weekly review of  bookings tracker to ensure all qualified bookings are captured, applicable policies are noted, and pending go-live dates are up to date.
• Support in identifying and flagging deals that hit internal policies
• Manage initial RFx intake and Responsive setup for the response team
• Coordinate internal review meetings for completing RFPs/RFIs
• Manage intake and completion of Information Security questionnaires
• Manage and own Supplier Onboarding questionnaire requests

What you’ll need:

•  Bachelor’s degree in Business Administration
• Previous internship or entry-level experience in a similar role is a plus but not required.
• Strong verbal and written communication skills 
• Experience with Excel and Salesforce
• Ability to work efficiently and manage multiple tasks in a fast-paced, deadline-driven environment while maintaining a high level of precision and attention to detail.

Nice to have, not required:

• Experience in Sales Operations, or similar, organization
• Experience with Responsive (or similar Proposal Management tool)

About us:

Digital commerce is built on trust. At every point along the eCommerce journey, businesses must make a critical decision: Can I trust this customer? Answering this simple question accurately and instantly is powerful—it can accelerate revenue growth and strengthen a company’s connection with its customers. How do we do it? Forter was founded on the insight that it's not about what is being purchased, nor where— but who is behind the interaction.

The Forter Decision Engine finds patterns across more than one billion identities in our dataset. We isolate fraudsters and protect customers—ensuring everyone gets the experience they deserve.  Given that trust is central to how we operate, Forter is very much driven by a defined set of values. We attract remarkable talent and have retention and engagement levels that are well above benchmarks. We’re meticulous about strengthening our culture as we grow and ensuring this is an environment where people can have outsized impact. 

Trust is backed by data –  Forter is a recipient of over 10 workplace and innovation awards, including: 

• Great Place to Work Certification (2021, 2022, 2023)
• Fortune’s Best Workplaces in NYC (2022)
• #3 on Fast Company’s list of “Most Innovative Finance Companies” (2022)
• Forbes Cloud 100 (2021, 2022)
• SAP Pinnacle Awards “New Partner Application Award” (2023) 
• Fintech Breakthrough Awards – Best Fraud Prevention Platform (2023)

Life as a Forterian:

We are a team of over 500 Forterians spread across 3 different continents. Since 2013, we've raised $525 million from investors such as Tiger Global, Bessemer, Sequoia Capital, March Capital and Salesforce Ventures. We're on a mission to bring trust to global digital commerce so that companies like Nordstrom, Priceline, Instacart and ASOS can block fraud, drive revenue and improve customer experience.

At Forter, we believe unique people create unique ideas, and valuable experience comes in many forms. So, even if your background doesn't match everything we have listed in the job description, we still encourage you to apply and tell us why your skills and values could be an asset to us. By welcoming different perspectives, we grow together as humans and as a company.

Forter is an Equal Employment Opportunity employer that will consider all qualified applicants, regardless of race, color, religion, gender, sexual orientation, marital status, gender identity or expression, national origin, genetics, age, disability status, protected veteran status, or any other characteristic protected by applicable law.

If you need assistance or an accommodation due to a disability, please email us at [email protected]. This information will be treated as confidential and used only for the purpose of determining an appropriate accommodation for the interview process.

Benefits:

• Competitive salary 
• Restricted Stock Units (RSUs)
• Matching 401K Plan 
• Comprehensive and generous health insurance, including vision and dental coverage
• Home office allowance 
• Generous PTO policy 
• Half day Fridays

Hybrid work:

At Forter, we have embraced a hybrid work model that combines the benefits of in-office collaboration with the flexibility of remote work. As part of this exciting approach, Team members are invited to work from the office at least 2 days per week. Within these two days, we encourage employees to join each week, for a department Team Day and for a Hub Day within each office. Your recruiter will share the specifics of these days.

Our hope is that a balance of in-person collaboration will aid massively in employee professional growth, development and relationship-building.

*Forter does not accept agency resumes. Please do not forward resumes to Forter (or any related) jobs alias or directly to any Forter employees. Forter will not be responsible for any fees related to unsolicited resumes.

Salary Range: $65,000.00 - $88,000.00  annually + bonus + equity + benefits
The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, and skill level.