About the Role
Consulting assignment currently listed 6-12 months (chance to go FTE) based on performance and need.
This role would be great for someone coming out of a SaaS or software company versus federal government consulting.
Responsibilities
- Deal Review & Analysis
- Interpret pricing and governance policies to accommodate unique customer needs.
- Manage deal approvals efficiently, escalating only high-risk issues.
- Evaluate competing priorities in deal decisions and recommend strategic solutions.
- Assess the impact of deal changes on margin health and revenue forecasts.
- Ensure all deal recommendations align with company objectives.
- Provide guidance on complex or nonstandard deal structures.
- Order Operations & Documentation Review
- Review sales orders for accuracy and completeness, ensuring compliance with pricing, SKUs, and customer agreements.
- Validate supporting documentation, including contracts, signatures, and approvals.
- Oversee data integrity in Salesforce, ensuring accurate transfer to NetSuite.
- Support special projects related to process automation and efficiency improvements.
- Revenue Recognition & Compliance
- Ensure sales orders align with revenue recognition policies.
- Identify and resolve revenue-related discrepancies (e.g., contract modifications, refunds, credits).
- Support the financial audit process by maintaining data integrity and internal controls.
Requirements
- 3+ years of experience in Deal Desk, Order Operations, Revenue Operations, or a similar role.
- Strong knowledge of Salesforce, NetSuite, Clari, and quote-to-cash processes.
- Understanding of revenue recognition principles, pricing structures, and contract governance.
- Excellent analytical, problem-solving, and decision-making skills.
- Strong ability to interpret and apply pricing and approval workflows.
- Effective communication skills with the ability to tailor messaging for different stakeholders.
- Ability to work independently in a fast-paced environment while managing competing priorities.
- Demonstrated ability to develop process improvements and enhance operational efficiencies.
Preferred Experience & Skills
- Industry Knowledge : Experience in SaaS, enterprise software, or subscription-based businesses.
- Revenue Recognition : Familiarity with ASC 606 and financial reporting best practices.
- Auditing & Compliance : Experience with internal controls, financial audits, or contract review.
- Process Automation : Knowledge of workflow automation tools, process optimization, or CRM enhancements
Seniority level
- Mid-Senior level
Employment type
- Contract
Job function
- Information Technology, Analyst, and Finance
Industries
- IT Services and IT Consulting