Deal Strategy Analyst I

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Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products include the Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diverse perspectives and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team.

Since the company’s founding, Lucid Software has received numerous global and regional recognitions for its products, business, and workplace culture. These include being listed to the Forbes Cloud 100, Fast Company Most Innovative Companies, Fortune Best Workplaces in Technology, and PEOPLE’s Companies that Care. Lucid’s solutions are used by more than 100 million users across the globe, making Lucid the most used visual collaboration platform by the Fortune 500. Our customers include Google, GE, and NBC Universal, and we partner with leaders such as Google, Atlassian, and Microsoft.

We are looking for someone to join our Revenue Operations team as part of Deal Strategy. As part of this team, you will work with senior management to ensure that both customers and sales representatives are supported through Lucid’s sales process. We encourage you to apply for this role if you have a passion for Lucid’s technology and a desire to work in a role that is continuously evolving as our organization grows.

Responsibilities

• Act as the primary point of contact for the sales team in the quote to billing process with accuracy and correctness
• Work closely with both the Deal Strategy, Order Management, Renewals and Commission teams to maintain uniform policies and procedures across the larger Deal Desk team
• Review and approve quotes and contracts for accuracy and completeness in our CRM
• Create, revise, and review all quotes and contracts requests for varying levels of deal size and complexity in our CRM system
• Ensure compliance with published sales and business approval policies
• Develop an in depth understanding of licensing models and recommend contract structures based on client use case
• Become a subject matter expert for Lucid’s business rules of engagement across all products and departments
• Drive process improvements to current order process to improve sales rep experience as well as reduce error rates and increase revenue retention
• Drive, lead, and guide approaches to deal strategy and appropriate billing structures
• Work cross-functionally with all departments, including Sales, Accounting, Legal, and Revenue Operations
• Be an advocate and partner to internal organizations by understanding the complex needs of the sales and Revenue Operations organizations
• Other duties as assigned
  
  

Requirements

• BA/BS degree
• 1 years Deal Desk or Sales experience in a SaaS company
• Strong attention to detail, both as a processor and as a reviewer
• Ability to understand and follow complex processes
• Positive attitude and willingness to adapt to evolving processes
• Strong communication and interpersonal skills; must be able to work well with sales, operations, customer success, legal and accounting teams
• Passion for working cross-departmentally with internal customers and stakeholders on complex business processes and projects
• Ability to work both independently and collaboratively to achieve shared team objectives
• Innovative, highly motivated, and success driven approach to work activities
• Excellent work ethic and problem solving skills
• Ability to understand and follow defined process requirements
• Creative problem solving skills
• Ability to manage multiple projects and meet deadlines
  
  

Preferred Qualifications

• 1 years relevant Salesforce experience
• Experience working with legal teams to write business terms on order forms
• Experience in a revenue or finance role
  
  

We welcome diversity at Lucid and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. We honor and support varying backgrounds, beliefs, and perspectives for the benefit of our business, our employees and our products. Lucid is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please email: talentacquisition@lucid.co.