Kit (Katherine) Iversen Email & Phone Number

At the highest level, the Deal Desk operates as a critical ally to sales, legal, finance, and support, functioning as a core team within the company accountable for preparing, endorsing, or rejecting deals. The team contributes to enhancing deal framework and supports the sales and renewal processes by liaising with the pertinent departments to facilitate deal approval. Deal Desk Specialists focus on identifying automation and technological efficiencies and understand what triggers Deal Desk involvement and where key decision-makers exist within the sales process.

Dallas-Fort Worth Metroplex

Served as a trusted advisor for Managed Security Services (MSS) lifecycle implementation, focusing on Business Operations for global Enterprise and Public Sector accounts.Successfully managed and contributed to numerous key projects, including the delivery of a security infrastructure project valued at approximately $5 million for a global company, collaborating closely with client executives.Accelerated the sales cycle by prioritizing new and renewal orders while ensuring customer satisfaction objectives were met promptly.Reviewed client contracts and created quotes for projects worth approximately $8.5 million annually, engaging Sales, Customer Success, and Business Development to proactively monitor data governance and margin requirements.Led cross-functional teams, including Legal, Finance, Customer Success, Procurement, Sourcing, Product, Sales, and Project Managers, to implement lifecycle business management and cybersecurity services.Demonstrated diligence in managing early renewals by closely following up with Sales teams and end-users.Developed and maintained reporting in Salesforce, Business Intelligence tools, and Sales Analysis as requested by Leadership and for forecasting.Generated approximately $500,000 in annual revenue for Cloud customers, including contract creation and downstream engagement.Collaborated with Business Operations, Sales, and downstream teams to handle $560,000 in monthly recurring Managed Security Services renewals for 38 Legacy customers in the EMEA region.Tracked and reported CPE Software maintenance renewals for the EMEA region, ensuring margin adherence and timely processing.Utilized Salesforce for renewal tracking, correspondence, and customer updates.Produced quotes for CPE licenses and software, assisting Sales with Statement of Work (SOW) creation and order packages, ensuring deadlines were met through engagement with Order Management and procurement.

Irving, Texas, United States

Responsible for providing support to the account teams to optimize sales and revenue volume for Global Professional Services, including Forensics, UCCAAS, PCS, ITS and Security. Assist Sales teams with Contact Center Software and maintenance orders/renewals, teaming with Legal, Sourcing, PCM, Purchasing, and vendor engagement. Manage day to day functions required to run the internal processes and allow the sales and engineering teams to focus on making sales and building solid customer relationships. Managed approximately $30 million in Professional Services engagements annually, supporting internal teams.Successfully negotiated and facilitated Enterprise contact center software maintenance renewals for a Healthcare provider, resulting in revenue of approximately $19 million annually.Demonstrated expertise in Salesforce, including generating and interpreting reports for Sales and Management for forecasting, dashboards, and other applications.Prioritized and analyzed cost reduction initiatives, automating and enhancing systems and tools to reduce overhead, including Customer Engagement Workflow.Played an active role in establishing secure work-from-home environments during the COVID-19 pandemic.Additional Roles: Specialist, Marketing Support; Coordinator, Customer Service; Sales Support, GTE