• Deal Facilitator

    Location US-CA-Sunnyvale
    Posting date 1 week ago(12/3/2019 10:32 AM)
    Job ID
    Field Sales, Operations
  • Company description

    At Red Hat, we connect an innovative community of customers, partners, and contributors to deliver an open source stack of trusted, high-performing solutions. We offer cloud, Linux, middleware, storage, and virtualization technologies, together with award-winning global customer support, consulting, and implementation services. Red Hat is a rapidly growing company supporting more than 90% of Fortune 500 companies.

    Job summary

    The Red Hat Sales team is looking for a Deal Facilitator to join us in Sunnyvale, CA. In this role, you will work as part of the Deal Desk team, assisting sales associates with quoting, template completion, contract administration, and other sales support activities to help enable the sales team to efficiently get deals through deal desk. You’ll provide assistance to the Sales team and stakeholders in the administrative and sales operational activities associated with the Apttus Quote-to-Contract process. As a Deal Facilitator, you’ll need to be passionate and dedicated and have the ability to understand problems while providing explanations and solutions which are sound and clearly communicated.

    Primary job responsibilities

    • Serve as an Apttus Configure Price Quote (CPQ) and Apttus Contract Lifecycle Management (CLM) software subject matter expert, assisting the sales team with escalations
    • Manage queries from the sales team for regional coverage related to training order forms, contract signature, status of approvals, quoting issues, and other ad hoc items
    • Perform reviews and analyses of complex quotes to ensure compliance with policies
    • Review and complete templates required by the deal desk and business teams in order to create customer order forms and special bid order forms for the completion of transactions
    • Coordinate with the Order Management (OM) team as needed
    • Assist with common transactions like offering swaps, add-on orders, account transfers, and promotions and provide support to deal specialists and deal architects related to other large deal processes
    • Assist the sales team in navigating through the Apttus CPQ and ensure that order forms or special bid order forms are fully vetted and approved in advance
    • Review and update customers on SFDO (Salesforce.org) offering details to ensure a high degree of data accuracy
    • Perform DocuSign administration for the assigned region
    • Help retrieve contracts after they have been put into effect and help maintain repository of contracts and agreements

    Required skills

    • Excellent written and verbal communication skills
    • Solid Interpersonal and relationship building skills
    • Attention to detail; high degree of accuracy
    • Curious and capable of critical thinking and problem solving
    • Experience with Microsoft Excel, including its VLOOKUP function, pivot tables, and data analysis with over 10 000 rows; solid Microsoft PowerPoint skills
    • Familiarity with NAT table discounting
    • Experience with Salesforce.com (SFDC) or customer relationship management (CRM) skills on an intermediate level and extensive CRM experience 
    • Experience with Apttus is a plus
    • Motivated and proactive with innovative attitude
    • Ability to prioritize tasks
    • Results-oriented with the ability to manage conflicting priorities effectively
    • Ability to adopt frequent process changes


    Red Hat is proud to be an equal opportunity workplace and an affirmative action employer. We review applications for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, citizenship, age, veteran status, genetic information, physical or mental disability, medical condition, marital status, or any other basis prohibited by law.

    Red Hat does not seek or accept unsolicited resumes or CVs from recruitment agencies. We are not responsible for, and will not pay, any fees, commissions, or any other payment related to unsolicited resumes or CVs except as required in a written contract between Red Hat and the recruitment agency or party requesting payment of a fee.


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