Deal Desk Analyst
CurrentPerform operations support for Intapp’s Financial Services Team. • Train new and existing team members on internal processes and systems. Maintain and update critical client and opportunity data within the financial services sales team. • Provide guidance to the sales team on account and contract complexity, as well as Intapp Deal Standards for all opportunities. • Tracking of all deal elements that may have revenue recognition implications.• Segment representative to Contracts… Show more Perform operations support for Intapp’s Financial Services Team. • Train new and existing team members on internal processes and systems. Maintain and update critical client and opportunity data within the financial services sales team. • Provide guidance to the sales team on account and contract complexity, as well as Intapp Deal Standards for all opportunities. • Tracking of all deal elements that may have revenue recognition implications.• Segment representative to Contracts and Revenue teams to ensure on-going visibility. • Assist sales team by creating and maintaining their deals in CRM, request new agreements from contracts and collaborate with teams to resolve questions/issues and ensure efficient processing of new requests. • Assist deal execution by coordinating with internal stakeholders to review, discuss, or approve non-standard deals as needed, and ensure accurate booking of transactions. • Perform data audits to continuously validate critical system information on clients and transactions and support a wide range of tasks utilizing strong organizational and analytical skills. Show less