Deal Desk Analyst, Intapp
$85-95k
Competitive base salary plus variable compensation and equity
3-5 days a week in office
Bringng the power of Applied AI to firm professionals
Job no longer available
Bringng the power of Applied AI to firm professionals
1001+ employees
Job no longer available
$85-95k
Competitive base salary plus variable compensation and equity
3-5 days a week in office
1001+ employees
Company mission
To help professionals turn knowledge, relationships, and operational insights into value.
Role
Who you are
- 3+ years in Contract or Sales Operations in SaaS company
- 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 the job involves
- 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
- 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
- Assist segment team in deal execution by coordinating internal stakeholders to discuss, review, or approve non-standard deals as needed
- 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 on-boarding and refresh training on internal processes and systems to Sales team members in your segment
Our take
The professional and financial services industries face a lot of challenges, and Intapp helps firms bring everything together in one cloud-based platform, connecting people, processes, and data so they can make better decisions, work more efficiently, and reduce risk. Its software is built specifically for firms like law, accounting, consulting, private capital, and investment banking, so they can manage everything from deals and clients onboarding to compliance and billing.
Intapp has grown its platform through a number of acquisitions, which have added new tools for collaboration, billing, and deal management, It's also focused on Ai-powered features, helping firms use their data smarter and automate routine tasks. And partnerships with companies like Microsoft Azure and other data providers strengthen the platform even further, making is easier for firms to connect systems and get insights.
Founded in 2000, Intapp went public in 2021 and now serves more than 2,6000 firms worldwide. Its cloud business is growing steadily, and more of its tools now include AI and automation to make work faster and simpler. With its continued focus ons amrt, industry-specific solutions, the company is well positioned to stay a leader in helping professional and financial firms run more efficiently in a fast-changing world.
Steph
Company Specialist at Welcome to the Jungle
Insights
16% employee growth in 12 months
Company
Company benefits
- Time away: In addition to generous paid time off, we recognize most major regional holidays.
- Flexibility: Intapp provides a highly flexible work environment to help employees successfully juggle work, wellness, and personal obligations.
- Wellness: Wellness is about being healthy and balanced in all areas of your life. We provide medical benefits for you and your family that offer quality, flexibility, and value.
- Saving and investing: We offer a variety of savings and investment programs to help you plan for the future and reach your financial goals.
- Family: We strive to be a great place to work for those with families. Benefits like paid parental leave, including adoptive leave, make it easier to take time off to welcome your new addition.
- Growth: We offer a variety of trainings and opportunities to help you increase your knowledge, build new skills, and take charge of your career.
Company HQ
Ventura, Palo Alto, CA
Leadership
Thad Jampol
(Co-Founder & CPO)Prior to co-founding Intapp in 2000, Thad received a BS in Computer Science from the University of California, Los Angeles.
David Morton
(CFO & Executive VP)David joined Intapp in 2023 as an Executive VP and CFO. Prior to this, he was an Executive VP and CFO at DigiCert and Anaplan. He also spent a brief stint at Tesla as a Chief Accounting Officer.
Don Coleman
(COO)Prior to joining Intapp in 2003, Don was a Director of Business and Corporate Development at Excite@Home. Her also co-founded the Stanford Student Enterprises and served as the CEO for 1 year.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 19 more jobs at Intapp