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Job Description:
Job Description: Revenue Operations & Deal Desk Analyst III
Position Overview:
We are seeking a highly analytical and detail-oriented Revenue Operations & Deal Desk Analyst III to support and enhance the operational efficiency of the quote-to-cash revenue cycle for both new and existing business. This role also plays a critical part in optimizing Deal Desk and Order Management processes. By focusing on advanced reporting, process improvements, and documentation, the Analyst will ensure the seamless execution of revenue operations, foster innovation, and drive continuous efficiency. The ideal candidate thrives in a fast-paced environment, demonstrates a passion for data-driven decision-making, and is committed to operational excellence.
Key Responsibilities:
Reporting and Analytics:
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Develop, maintain, and refine dashboards and reports to monitor critical performance metrics for the sales, product, quote-to-cash cycle, Deal Desk, and Order Management teams.
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Conduct detailed trend analyses to provide actionable insights that enhance operational efficiency and revenue performance.
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Analyze product forecasts and actuals for discount trends, and both standard and non-standard deals to gauge business direction.
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Address ad hoc reporting requests from leadership and cross-functional teams, ensuring data accuracy and clarity.
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Prepare and manage reports to support SOX compliance within the sales organization.
Process Improvement:
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Identify inefficiencies and bottlenecks in the quote-to-cash cycle, Deal Desk, and Order Management workflows, delivering scalable and innovative solutions.
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Collaborate with cross-functional stakeholders to standardize and optimize processes, driving accuracy and scalability across new and existing business operations.
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Implement automation tools to minimize manual work and significantly boost operational efficiency.
Process Documentation:
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Create and maintain detailed documentation for quote-to-cash, Deal Desk, and Order Management processes, policies, and best practices.
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Develop training materials and resources to ensure internal teams understand and adhere to standardized procedures.
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Regularly review and update documentation to align with evolving systems, policies, or business needs.
Collaboration and Support:
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Provide operational support to indirect and direct sales, finance, renewals and legal teams, ensuring a seamless and efficient quote-to-cash revenue process for both new and existing business.
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Assist with CRM and ERP system administration, supporting system enhancements, troubleshooting, and integrations.
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Participate in cross-functional initiatives to drive operational excellence across the revenue operations ecosystem.
Qualifications:
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Education: Bachelor’s degree in Business, Finance, Data Analytics, or a related field.
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Experience:
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5-7 years of relevant experience in revenue operations, sales operations, deal desk, order management, or related fields.
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Expertise in SaaS lead-to-cash processes with a comprehensive understanding of new and renewal business cycles.
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Hands-on experience with Salesforce, Salesforce Reporting and Dashboards. Salesforce CPQ is a plus and a strong advantage.
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Technical Skills:
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Proficiency in data analysis tools such as Excel, Tableau, Power BI, or similar platforms.
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Advanced knowledge of CRM systems, particularly Salesforce and Salesforce CPQ.
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Soft Skills:
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Meticulous attention to detail and a commitment to data accuracy.
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Exceptional organizational, communication, and interpersonal skills.
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A proactive, problem-solving mindset focused on continuous improvement.
This role offers a unique opportunity to influence and optimize revenue operations across the quote-to-cash cycle, fostering efficiency and innovation in a dynamic, data-driven environment. If you are a strategic thinker with a passion for operational excellence, we encourage you to apply.
Other Qualifications
The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.
• Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.
• Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule – better is the enemy of done. Don’t spend hours when minutes are enough.
• Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.
• Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.
• Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you’re unsure, ask. Demonstrate unwavering support for decisions.
COMMENTS:
The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.
Top Skills
What We Do
The Trusted Leader in Tax Technology.
We're Vertex (VERX). A pioneer in tax automation for more than 40 years. We proudly serve over 4,000 customers worldwide with distinction and provide comprehensive tax solutions that enable global businesses to transact, comply and grow with confidence.
Our collaborative, friendly culture is the foundation of everything we do and who we are. We're proud to be an employer guided by a common purpose by building trusted relationships at work, in business and in our communities. We strive to be a values-driven employer of choice who attracts, retains, and inspires talented professionals to achieve their full potential. We employ over 1,500 full-time professionals across three continents: US, Europe, and Brazil.
Our software, content, and services address the increasing complexities of global commerce and compliance by reducing friction, enhancing transparency and enabling greater confidence in meeting indirect tax obligations. As a result, our software is ubiquitous within our customers’ business systems, touching nearly every line item of every transaction that an enterprise can conduct. Our software is fueled by over 300 million data-driven effective tax rules and supports indirect tax compliance in more than 19,000 jurisdictions worldwide.
We partner with the world’s most respected companies and harness their strengths to deliver the best tax technology solution to businesses across the globe. We integrate with key technology partners that span ERP, CRM, procurement, billing, POS and e-commerce platforms. We also work closely with over 50 tax, accounting and consulting firms to provide the integrated tax technology solutions.
Why Work With Us
Vertex Inc. is a remote-first global organization that stands out for its commitment to innovation, collaborative culture, and focus on employee growth—our cutting-edge tax technology solutions power global commerce and creativity thrive. Join us to make a meaningful impact and advance your career in a supportive, dynamic workplace.
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