Fast Facts

Lucid Software is seeking a Deal Strategy Analyst I to support the Revenue Operations team, ensuring accurate quote to billing processes while collaborating cross-functionally to enhance sales operations.

Responsibilities: Primary responsibilities include acting as a contact for the sales team, reviewing quotes and contracts for accuracy, ensuring compliance with sales policies, and driving process improvements.

Skills: Candidates should have strong attention to detail, communication skills, and experience in SaaS sales or deal desk environments, along with problem-solving and project management abilities.

Qualifications: A bachelor's degree and 1+ years of related experience are required; Salesforce experience is preferred.

Location: This position is based in Raleigh, NC, in a hybrid work environment.

Compensation: Not provided by employer. Typical compensation ranges for this position are between $65,000 - $85,000.

Lucid Software is the leader in visual collaboration, helping teams see and build the future from idea to reality. 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 diversity 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 named a Fortune Best Workplace in Technology and a 2022 Glassdoor Best Place to Work, inclusion on the Forbes Cloud 100, and ranking in the top 100 on G2’s 2023 Best Global Software Companies. Top businesses use our products all around the world, including customers such as Google, GE, and NBC Universal. Our partners include industry leaders such as Google, Atlassian, and Microsoft. 

We are looking for someone to join our Revenue Operations team as part of Order Management. 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

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