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KnowBe4 Uk Ltd

Analyst, Deal Optimization Team (Position located in Bengaluru, India)

Bangalore, Karnataka, India Posted 3 days ago

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Skills this job asks for

EnglishCustomer serviceCustomer successProcurementSalesforce

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About the role

KnowBe4 empowers the modern workforce to make smarter security decisions every day. Trusted by more than 70,000 organizations worldwide, KnowBe4 is the pioneer of digital workforce security, securing both AI agents and humans. The KnowBe4 Platform provides attack simulation and training, collaboration security, and agent security powered by AIDA (Artificial Intelligence Defense Agents) and a proprietary Risk Score. The platform leverages 15-years of behavioral data to combat advanced threats including social engineering, prompt injection, and shadow AI. By securing humans and agents, KnowBe4 leads the industry in workforce trust and defense. Please submit your resume in English. We are searching for a detail-oriented Deal Desk Analyst with exceptional customer service skills to join our dynamic global Revenue Operations team. This individual will help build up our Deal Desk team and provide expert deal analysis and evaluation to ensure optimal deal structure, pricing, and terms to maximize revenue. This role requires cross-functional collaboration with Legal, Finance, Order Processing, Global Sales and Customer Success teams, an exceptional understanding of sales processes, legal contract constructs, and a passion for achieving operational excellence, revenue optimization and delivering exceptional customer service. Responsibilities: • The Deal Optimization Team (aka Deal Desk) team is a new organization at KnowBe4 and this role will begin with an initial charter focused on serving as a primary point of contact and advocate for Global KnowBe4 Sales and Customer Success teams, providing guidance on pricing and discounting, contract term options, and managing a deal exception process. In subsequent phases the role may take on functions related to helping educate and support the Sales and Customer Success teams regarding pricing and discounting strategies, levers and options to address customer needs, supporting deal structuring options, coaching sellers/CSMs on value-selling, proposing other levers as alternatives to discounting, support in packing of deals, advanced quoting, supporting sellers and CSMs with contract negotiations with customer procurement, and legal contract initial review and options. • Help design, build and support the end-to-end deal desk processes and policies, including liaising with stakeholders in Legal, Finance, Order Processing, Sales, and Customer Success to expedite deal approvals and deal bookings. • Provide guidance and support to the Sales and Customer Success teams as they build business cases for exception requests. • Identify and report on the need for policy and process changes, recommend, design, implement and communicate updates/changes to internal teams, ensuring field understanding and adherence to best practices. • Collaborate with IT to define, design, document needs for enhancing systems and reporting and maintain data hygiene across sales-related databases and tools. • Measure and report on key performance indicators to track the progress, effectiveness and efficiency of Deal Desk operations and provide transparency to our internal customers. Provide recommendations in assist in building out the appropriate KPIs and reporting. • Help utilize pricing tools and ensure that all discounts and special pricing arrangements adhere to company policies. • Facilitate deal approvals by compiling necessary information for presentation to stakeholders for decision-making. • Ensure that data related to deals is accurately entered and managed within Salesforce. • Collaborate on the creation, enhancement and improvement of reporting that tracks deal conversion rates, average sales cycles, and other KPIs related to the sales process. • Optimize the deal desk processes to improve deal velocity

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