Senior Deal Operations Analyst

Posted 9 Days Ago
Be an Early Applicant
Hiring Remotely in Philippines
Remote
Mid level
AdTech • Marketing Tech • Social Media • Software
SOCi is the leading CoMarketing Cloud Platform for multi-location enterprises.
The Role
The Deal Operations Analyst will manage internal approval processes, create complex orders, and work closely with sales and internal teams to drive deals through the sales cycle. The role focuses on operational efficiency, including building improvements to Salesforce and assisting in proposal processes.
Summary Generated by Built In

SOCi, the CoMarketing Cloud for Multi-Location Enterprises, is currently looking for a Deal Operations Analyst. This role is responsible for the quoting and deal operations processes, working closely with the SOCi Sales Team and RevOps team to drive closed business and rapid company growth. SOCi is looking for someone who loves working with multiple teams and stakeholders, thrives in a fast paced environment, and wants to help iterate on how we scale our deal processes as SOCi continues to grow. 

The goal of the Revenue Operations & Strategy Team is to build the foundation of our internal systems and processes, scale these systems, and improve efficiencies across the board. The team blends high-level strategic thinking with on-the-ground execution to propel the company to grow and scale well, with a strong focus on analytical and quantitative thinking. We are a team of problem-solvers, where all challenges are met with enthusiasm and open minds. The team works cross-functionally across the company, particularly with sales, customer success, finance, product, and IT. This is an opportunity to help drive rapid but scalable new business, focused specifically on deal operations. 

Who We Are
SOCi is one of the fastest-growing technology companies in the country, ranking in the top tier of Inc 5000’s Fastest Growing Companies in America list for the last several years consistently.  The builder of an award-winning enterprise SaaS marketing platform, and one of Forbes’ Best Startup Employers, SOCi boasts hundreds of the world’s largest brands as its customers. At SOCi, nothing is more important to us than the clients we service every day. The SOCi platform specifically solves complicated marketing and workflow problems for national and global multi-location brands that want to scale and optimize their presence. View more on our Awards & Accolades here! 

How You’ll Make an Impact

  • Ensure deals progress through the sales cycle: manage internal approval processes, review quotes and order forms, and facilitate the close of deals
  • Create and position complex orders: serve as the subject matter expert and partner with Sales & Customer Success teams to craft proposals for deal constructs and special pricing while ensuring adherence to our sales policies and pricing, quoting, and contract processes
  • Partner with our sales reps to drive the best deals for both the customer + SOCi
  • Work closely with key internal teams (including Legal, Finance, Accounting, and Operations) to drive deals to close and payment
  • Org enablement: be a key resource in quotes and proposal building processes; help onboard and maintain best practices and overall knowledge in the sales org; train teams and new hires as processes evolve
  • Operational efficiency: Build scalable improvements to our Salesforce & internal systems to increase contract velocity, sales productivity, and Deal Ops team efficiency
  • Monitor the Deal Ops case queue, consistently maintaining case SLAs

What You’ll Need to be Successful

  • Ability to work 100% remotely and support Pacific Time Zone hours
  • 3-5 years of relevant work experience, ideally in Sales or Deal Operations
  • Experience in Salesforce and CPQ or similar quoting systems (Dealhub a plus)
  • Experience with data, analytics, and reporting
  • Strong interpersonal skills and the ability to collaborate closely with multiple teams to drive solutions. Must have experience working directly with a Finance team. 
  • Strong analytical skills to assess and optimize proposal structuring and deal economics
  • Ability to work in a fast paced environment and prioritize day to day task
  • You have a strong understanding of SaaS sales models and processes
  • Willing to adapt to changes in the job description as deemed necessary by the business and accept all other duties as assigned
  • Education: Bachelor’s Degree Preferred (Business Administration or Finance a plus) 

#LI-Remote 

What SOCi Provides to You

  • Comprehensive Benefits Package (non-contract roles only)
    • Health insurance plans, dental, and vision
    • Wellness incentives
    • 401(k) plan with employer match
  • Flexible Work Environment 
    • Flexible paid time off (non-contract roles only)
    • Quarterly wellness days
    • Paid holidays
    • Unique employee engagement programs 
  • Empowering Career Growth and Success 

What’s Important at SOCi

Led by a team of industry experts, SOCi is leading the pack in Localized Marketing for Multi-Location brands. Our passionate team of SOCialites work from home around the globe! 

Our collaborative, dynamic culture allows our teams to work cross-functionally and optimize productivity. We are a fast-paced, agile environment where thought leadership and input are encouraged. If you are looking for a place where you can come and make a difference in the way enterprise organizations utilize social technology, then SOCi is for you. Visit soci.ai for more information.  

SOCi is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Please note that if selected for a position at SOCi, you will be required to complete an E-Verify check to confirm your eligibility to work in the United States (if applicable).

 #LI-Remote

Top Skills

Cpq
Dealhub
Salesforce
The Company
HQ: San Diego, CA
500 Employees
Remote Workplace
Year Founded: 2012

What We Do

SOCi is the leading CoMarketing Cloud Platform for multi-location enterprises. We empower businesses like Ace Hardware, Jersey Mike's, Kumon, and Ford to automate and scale their marketing efforts across all locations and digital channels in a way that is brand directed, locally perfected, and data connected. Through the use of best-in-class generative AI and machine learning, the SOCi Genius platform provides multi-location enterprises actionable insights and recommendations while automating their most important workflows at scale. With SOCi, businesses can strengthen their digital presence across local search and social pages while protecting their online reputation driving improved customer engagement and market leading results.

Why Work With Us

At SOCi, we live, eat, and breathe according to our values. We are Selfless, Overachievers, Customer-Centric, and Innovative. We are dedicated to our employees who go above and beyond every day, with the ultimate goal of exceeding the expectations of our customers.

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