Katherine Herrera Email and Phone Number

Manage the deal approval process, collaborating closely with sales, legal, and finance teams to ensure alignment and compliance with company policies.• Lead pricing analysis, discounting strategies, and contract negotiations, resulting in improved deal profitability and increased win rates.• Develop and maintain deal tracking tools, providing real-time visibility into deal status, revenue forecasting, and pipeline health, contributing to more informed decision-making• Evaluate customer contracts for risk assessment, mitigate potential revenue recognition issues, and maintain a high level of accuracy in contract documentation.• Collaborate with finance and accounting teams to ensure accurate revenue recognition and compliance with ASC 606 standards.• Advise sales teams on structuring complex deals, identifying opportunities for upselling, cross-selling, and optimizing deal structures to accelerate deal closure.• Act as a subject matter expert, providing training to sales teams on deal desk processes, pricing guidelines, and contract management best practices.• Participate in continuous process improvement initiatives, streamlining deal approval workflows, reducing turnaround times, and enhancing overall efficiency.

• Responsible for reviewing and structuring complex, high-value, and strategic deals, ensuring alignment with company pricing, policies, and profitability goals.• Collaborate closely with sales, finance, legal, and other cross-functional teams to streamline deal approval processes.• Coordinate with legal to manage contractual terms and risk assessment, ensuring adherence to company policies and reducing legal exposure• Manage the contract lifecycle, ensuring compliance with company policies, regulatory requirements, and customer expectations.• Maintain deal tracking systems and tools, providing real-time visibility into deal status, pricing approvals, and performance metrics, enabling data-driven decision-making and forecasting accuracy.• Proactively identify process bottlenecks, inefficiencies, and areas for improvement within the deal desk function, leading initiatives to streamline workflows, enhance automation, and optimize resource allocation.Collaborate with finance and accounting teams to ensure accurate revenue recognition and compliance with ASC 606 standards.

• Collaborate with the sales team to structure complex deals, ensuring alignment with Oracle's pricing guidelines and discount policies. • Review and draft cloud services agreements, master service agreements, and other contract documents to mitigate risks and ensure compliance with Oracle's contractual standards.• Collaborate cross-functionally with legal, finance, and operations teams to ensure compliance with company policies, industry regulations, and legal requirements.• Coordinate contract review and approval processes, facilitating communication between internal stakeholders.• Collaborate with legal counsel to address complex contract issues, ensuring compliance with regulatory and legal requirements.• Monitor contract milestones and deadlines, proactively notifying stakeholders of upcoming expiration dates.• Collaborate with finance and accounting teams to ensure accurate revenue recognition and compliance with ASC 606 standards.

• Review, interpret and negotiate insurance contracts • Act as a liaison between customers and different internal groups• Validate contracts for accuracy and compliance with company policies, laws, and regulations• Identify events to provide expert integrated solutions on multiple insurance products and close on sales that meet the customers’ needs and facilitate their financial security • Respond to and complete customer requests while maintaining a high level of quality and compliance standards • Develop a reputation as an efficient service provider with high levels of accuracy• Collaborate with team members to solve problems and maximize sales opportunities• Deliver outstanding customer experiences to build long-lasting relationships

• Provide floor support to the leadership team • Supervise, help, train, and developed new and tenured teammates • Present material to new associates and help them with technical support, questions, and coaching opportunities • Report to management associate progress and opportunities for improvement• Help teammates when they need assistance with complex situations• Assist customers with requests and escalated situations • Adhere to the highest compliance and quality standards, laws, and regulations while maintaining a great customer experience