
Small Deal Desk Services Advisor
2 days ago
- Act as a trusted advisor to Blue Yonder's account teams, collaborating closely to understand their business needs and support end-to-end commercial processing of SOWs and CRs for solutions valued under $100K.
- Collaborate cross-functionally with Services Sales, Services Pre-Sales, and Project Management to ensure alignment of scope, pricing, and deliverables.
- Support customer and prospect engagement for contract development and processing needs as requested by the field teams.
- Conduct regular check-ins with account teams and customers to ensure satisfaction with commercial documentation and uncover opportunities for additional services.
- Proactively identify, escalate, and help resolve customer issues related to commercial processing.
- Ensure Compliance: Verify all SOWs and CRs comply with internal policies, legal guidelines, and pricing governance before submission for approval or signature.
- Coordinate Approvals: Manage routing and tracking of commercial documents through the appropriate approval workflows.
- Document Management: Maintain accurate and organized records of all commercial documents, approvals, and communications for audit readiness and internal transparency.
- Support Forecasting & Reporting: Provide input to sales and services leadership on deal pipeline, volume, and trends based on processed documents and customer activity.
- Template and Tool Management: Assist in maintaining and improving templates, checklists, and tools used in commercial document creation and processing.
- Feedback Loop: Actively gather feedback from account teams and customers to identify pain points and propose process enhancements.
- Time-to-Contract Optimization: Work towards streamlining deal desk workflows to reduce turnaround times and improve efficiency and actively contribute to the ongoing improvement of deal desk processes, documentation standards, and best practices.
- Strong interpersonal skills with the ability to build effective working relationships across internal teams and with customers.
- Excellent written and verbal communication skills, with attention to clarity and professionalism.
- Demonstrated ability to understand customer needs and translate them into effective commercial solutions.
- Familiarity with supply chain processes and systems is a strong plus.
- Experience using Generative AI tools to streamline or support commercial processes is highly desirable.
- Proven ability to thrive in a fast-paced environment, managing multiple priorities and deadlines effectively.
- Flexibility to support regional time zones and collaborate with global teams.
- Bachelor's degree in business, Information Technology, or a related discipline.
- 2+ years of experience in customer service, consulting, or a similar client-facing role.
- Any experience in a Deal Desk, Sales Operations, or Professional Services environment is a plus.
- Familiarity with supporting services or SaaS-based offerings is highly desirable.
- Exposure to sales enablement or customer success functions is a strong plus.
- Familiar with CRM tools such as Salesforce
- High-impact visibility across sales, services, and customer success functions.
- Opportunity to help shape the foundation of scalable deal support processes.
- A collaborative, supportive remote work culture focused on customer outcomes and continuous improvement.
Our Values
If you want to know the heart of a company, take a look at their values. Ours unite us. They are what drive our success – and the success of our customers. Does your heart beat like ours? Find out here: Core Values
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
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