Employer description & source details
The Deal Optimization Team (aka Deal Desk) team is a new organization at KnowBe4 and this role will begin with an initial charter focused on serving as a primary point of contact and advocate for Global KnowBe4 Sales and Customer Success teams, providing guidance on pricing and discounting, contract term options, and managing a deal exception process. In subsequent phases the role may take on functions related to helping educate and support the Sales and Customer Success teams regarding pricing and discounting strategies, levers and options to address customer needs, supporting deal structuring options, coaching sellers/CSMs on value-selling, proposing other levers as alternatives to discounting, support in packing of deals, advanced quoting, supporting sellers and CSMs with contract negotiations with customer procurement, and legal contract initial review and options. Help design, build and support the end-to-end deal desk processes and policies, including liaising with stakeholders in Legal, Finance, Order Processing, Sales, and Customer Success to expedite deal approvals and deal bookings. Provide guidance and support to the Sales and Customer Success teams as they build business cases for exception requests. Identify and report on the need for policy and process changes, recommend, design, implement and communicate updates/changes to internal teams, ensuring field understanding and adherence to best practices. Collaborate with IT to define, design, document needs for enhancing systems and reporting and maintain data hygiene across sales-related databases and tools. Measure and report on key performance indicators to track the progress, effectiveness and efficiency of Deal Desk operations and provide transparency to our internal customers. Provide recommendations in
Extracted skills: artificial intelligence, excel, sales, customer success, security, finance, operations