Deal Operations Analyst

Postman Postman · Enterprise · San Francisco, CA · Sales

This Deal Operations Analyst role at Postman focuses on supporting the sales cycle by creating quotes, processing orders, and ensuring compliance with company policies. It involves collaboration with sales, finance, legal, and renewals teams, and requires experience with Salesforce CPQ and order processing.

What you'd actually do

  1. Create Quotes and Order Forms for sales deals
  2. Review Quote approval requests and approve qualified Quotes
  3. Process bookings review of customer orders. Assist in the complete order cycle, ensure quality and efficiency through the entire process
  4. Support of internal and external customers in regard to order booking and order tracking
  5. Address escalation for exception handling regarding booking requests

Skills

Required

  • Salesforce CPQ
  • Order processing
  • Cross functional collaboration with Finance and Legal
  • Salesforce
  • Microsoft Excel
  • Google Suite
  • Problem solving skills
  • Communication skills
  • Organizational skills

Nice to have

  • Ironclad or other CLM (Conga, etc.)

What the JD emphasized

  • Experience with Quote to Cash in Salesforce CPQ Tool required
  • Extremely detail oriented and effective organizational skills. Meticulous in your attention to detail and take pride in ensuring that your work is accurate and thoughtful in nature.
  • Highly organized in the ability to juggle many competing priorities and strive to support each with equal attention to detail and quick turn-around.