Deal Desk Specialist

Lucid Software Deal Desk Team MemberLucid Software is the leader in AI-driven work acceleration, helping teams see and build the future by turning ideas into reality. Its products include the Lucid Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. The Lucid Visual Collaboration Suite, combined with powerful accelerators for cloud and process transformation, empowers organizations to streamline work, foster alignment, and drive business transformation at scale. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diverse perspectives and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team.We are looking for someone to join our Deal Desk team as part of Order Management. As part of this team, you will work with senior management to ensure that both customers and sales representatives are supported through Lucid's sales process. We encourage you to apply for this role if you have a passion for Lucid's technology and a desire to work in a role that is continuously evolving as our organization grows.ResponsibilitiesWork directly with sales reps to process sales orders of varying size and complexity in our CRM and billing systemsWork closely with the Deal Strategy, Audit, Consolidations, Customer Success, and Accounts Receivable teams to ensure compliance with published sales and business policies and proceduresReview and approve orders to ensure completeness and accuracy of bookings, license provisioning, and customer invoicingDevelop an in-depth understanding of licensing models and recommend contract structures based on client use casesDevelop and demonstrate basic knowledge of revenue recognition principlesBecome a subject matter expert for Lucid's sales rules of engagement, business policies, and business procedures across all products, systems, and departmentsDevelops an in-depth understanding of CRM and billing systems in order to strategically troubleshoot problems to address both short- and long-term solutionsWork cross-functionally with all departments, including Sales, Customer Success, Accounting, Legal, Finance, and Go To MarketBe an advocate and partner to internal organizations by understanding the complex needs of the Sales, Finance, and Go To Market organizationsDrive process improvements to current business systems, processes, and procedures to improve sales rep experience as well as reduce overall processing time, including AI based solutionsOther duties as assignedRequirementsHigh attention to detail and a drive to achieve high accuracy ratesAbility to drive, lead, and guide complex business processes and assist with executing process improvement plansPositive attitude and willingness to adapt to evolving processesStrong communication and interpersonal skills; must be able to work well with sales, operations, customer success, and accounting teamsPassion for working cross-departmentally with internal customers and stakeholders on complex business processes and projectsAbility to work both independently and collaboratively to achieve shared team objectivesInnovative, highly motivated, and success driven approach to work activitiesExcellent work ethic and problem solving skillsAbility to research, analyze, and synthesize customer account data from multiple systems to assess overall account status and communicate findings effectivelyStrong proficiency in Microsoft Excel or Google SheetsPreferred Qualifications1-2 years experience in deal desk, accounts receivable, order management, business operations, or similar roleBachelor's Degree in Business, Accounting, Finance, Information Systems, or similar fieldExperience working in Salesforce or other CRM systemsExperience working in a billing, invoicing, or order management systemExperience working with a SaaS Enterprise level Sales organization