Customer Deal Desk Specialist
2 weeks ago
Oracle's Customer Deal Desk team is looking for a motivated, proactive, and detail-oriented Customer Deal Desk Specialist to join our team. This role is critical in supporting the Deal process, ensuring timely and smooth deal closure, and assisting with complex quoting and contract validation. As a Customer Deal Desk Specialist, you will work closely with Sales, Approver Group, CSDM, Customer Data, Order Management, Collections, and other internal teams to resolve challenges and provide solutions that enable the effective processing of Oracle's orders.
In this role, you will have the opportunity to work on complex and non-standard quoting, new product and project quoting, and ensure smooth end-to-end deal flow. You will also be an integral part of our proactive reach-out service, engaging with Sales on their forecasted and upside deals to ensure timely closure. The role requires the ability to adapt quickly in a dynamic environment, where system tools, support models, and processes are continuously evolving. The ideal candidate will be a quick learner, open to change, and able to keep pace with the ongoing changes in our organization.
Key Responsibilities:
- Handle complex quoting, including onboarding, expansion, Supersede, replenishment, and renewals.
- Prepare and validate quotes and contracts to ensure compliance with Oracle standards.
- Assist with resolving issues in the quoting and ordering process, including troubleshooting system errors.
- Ensure smooth deal flow and address any roadblocks quickly.
- Manage escalated issues and work with internal teams to resolve them in a timely manner.
- Track and monitor critical issues, ensuring they are addressed promptly.
- Monitor deal progress and proactively identify potential delays or issues.
- Collaborate with other teams to ensure deals are closed on time.
- Stay updated on new processes and technologies.
- Learn and adapt to changes in tools, processes, and internal systems as the organization evolves.
- Lead or participate in process improvement initiatives, providing feedback on existing processes and suggesting ways to optimize deal workflows.
Qualifications & Skills:
- Bachelor's degree in business, Finance, Accounting, or related field
- 1-2 years in a Deal Desk or similar role, ideally in a technology or cloud environment.
- Proven expertise in complex quoting, ordering processes, and contract management within a cloud-based or technology environment.
- Experience in leading internal teams through complex deal-related scenarios.
- Familiarity with deal processing tools (e.g., Sales Cloud, Oracle CPQ).
- Proficient in Microsoft Office (Excel, Word, PowerPoint).
- Strong communication skills, both written and verbal.
- Ability to collaborate effectively with internal teams to solve problems.
- Quick to identify issues and propose solutions.
- Proactive in managing and tracking deals to ensure timely closure.
- Comfortable with change and quick to learn new processes and tools.
- Able to adapt to evolving systems and workflows in a fast-paced environment.
- Strong organizational skills and the ability to manage multiple tasks.
- Reliable and accountable for delivering on responsibilities.
Additional Information:
- Work Schedule:
The role requires working 5 days a week, with occasional weekend work during Month 3 of each quarter (quarter-end support). Minimal support is also required during India public holidays on a rotational or as-needed basis. - Location: Bengaluru, India.
Oracle's Customer Deal Desk team is looking for a motivated, proactive, and detail-oriented Customer Deal Desk Specialist to join our team. This role is critical in supporting the Deal process, ensuring timely and smooth deal closure, and assisting with complex quoting and contract validation. As a Customer Deal Desk Specialist, you will work closely with Sales, Approver Group, CSDM, Customer Data, Order Management, Collections, and other internal teams to resolve challenges and provide solutions that enable the effective processing of Oracle's orders.
In this role, you will have the opportunity to work on complex and non-standard quoting, new product and project quoting, and ensure smooth end-to-end deal flow. You will also be an integral part of our proactive reach-out service, engaging with Sales on their forecasted and upside deals to ensure timely closure. The role requires the ability to adapt quickly in a dynamic environment, where system tools, support models, and processes are continuously evolving. The ideal candidate will be a quick learner, open to change, and able to keep pace with the ongoing changes in our organization.
Key Responsibilities:
- Handle complex quoting, including onboarding, expansion, Supersede, replenishment, and renewals.
- Prepare and validate quotes and contracts to ensure compliance with Oracle standards.
- Assist with resolving issues in the quoting and ordering process, including troubleshooting system errors.
- Ensure smooth deal flow and address any roadblocks quickly.
- Manage escalated issues and work with internal teams to resolve them in a timely manner.
- Track and monitor critical issues, ensuring they are addressed promptly.
- Monitor deal progress and proactively identify potential delays or issues.
- Collaborate with other teams to ensure deals are closed on time.
- Stay updated on new processes and technologies.
- Learn and adapt to changes in tools, processes, and internal systems as the organization evolves.
- Lead or participate in process improvement initiatives, providing feedback on existing processes and suggesting ways to optimize deal workflows.
Qualifications & Skills:
- Bachelor's degree in business, Finance, Accounting, or related field
- 1-2 years in a Deal Desk or similar role, ideally in a technology or cloud environment.
- Proven expertise in complex quoting, ordering processes, and contract management within a cloud-based or technology environment.
- Experience in leading internal teams through complex deal-related scenarios.
- Familiarity with deal processing tools (e.g., Sales Cloud, Oracle CPQ).
- Proficient in Microsoft Office (Excel, Word, PowerPoint).
- Strong communication skills, both written and verbal.
- Ability to collaborate effectively with internal teams to solve problems.
- Quick to identify issues and propose solutions.
- Proactive in managing and tracking deals to ensure timely closure.
- Comfortable with change and quick to learn new processes and tools.
- Able to adapt to evolving systems and workflows in a fast-paced environment.
- Strong organizational skills and the ability to manage multiple tasks.
- Reliable and accountable for delivering on responsibilities.
Additional Information:
- Work Schedule:
The role requires working 5 days a week, with occasional weekend work during Month 3 of each quarter (quarter-end support). Minimal support is also required during India public holidays on a rotational or as-needed basis. - Location: Bengaluru, India.
Career Level - IC1
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