Deal Desk Analyst

Deal Desk Analyst

Intapp is a global enterprise software company delivering SaaS solutions to leading legal, accounting, consulting, investment banking, and financial services firms. We are currently seeking a Deal Desk specialist to join our friendly team basedin London or Belfast.
We are keen to find a talented professional who can help us offer a first class deal desk experience to our sales teams and are happy to consider canddiates at Analyst or a more senior level

What you will do:

• Assist segment team members in ongoing maintenance and update of critical client and opportunity data.

• Become expert in Intapp’s contracts and entitlements system and processes.  Provide guidance to sales team on account & contract complexity and Intapp Deal Standards for all active opportunities.

• Partner with Sales, Legal, Services, Deal Management, and Contract Ops to review, approve, and process non-standard deals

• Ensure on-going tracking of all deal elements that may have revenue recognition implications.  Act as segment representative to Contracts and Revenue teams to ensure on-going visibility.

• Assist segment sales team in the creation and maintenance of their Deals in CRM.  Act as resource to request new agreements from Contracts. Play a client advocacy role by collaborating with Contracts to resolve questions/issues and ensure expeditious processing of new requests.

• Facilitate pre-closure deal audits

• Perform on-going data audits to continuously validate critical system information on clients and transactions.

• Assist in a wide range of support tasks, utilizing strong organizational and analytical skills, under the supervision of CRM, Contract and Legal Operations leaders

• Contribute as a team player to help maximize the value of the CRM team as an effective, respected, and valued resource within the company

• Provide training on internal processes and systems to Sales team members in your segment.

What you will need:

• 3+ years in Dealdesk role in SaaS company 

• Experience using Salesforce

• Demonstrated attention to detail, ability to prioritize and manage time, and to successfully complete challenging projects

• Proficient in MS Excel

• Strong report creation skills 

• Proven experience providing excellent operational support to client-facing organizations.

• Strong financial and business acumen with a client service mentality

• Strong analytical skills. Ability to collect and analyze input from multiple sources

• Strong time management skills; ability to multi-task and prioritize

• Superior verbal and written communication skills, including the ability to listen carefully, influence and network with a broad spectrum of internal and external colleagues and customers

• Self-starter, reliable, honest and a proven team player

• Resourceful problem solver, driven by results and comfortable working in a dynamic environment

What you will gain at Intapp:

At Intapp, you’ll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You’ll be part of a growing public company, with a modern work environment that’s connected yet flexible and where your professional growth and well-being are top priorities.  We’ll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork.

Here, you will have the opportunity to:

• Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
• Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.
• Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family.  Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.

Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of.

#li-nl1

Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws.

Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.