Junior Deal Desk Specialist

As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and midmarket firms rely on SS&C for expertise scale and technology.

Job Description

Junior Deal Desk Specialist

Locations: Jacksonville FL or San Francisco CA Hybrid

Get To Know Us:

As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and midmarket firms rely on SS&C for expertise scale and technology.

The Deal Desk Team is responsible for managing certain aspects of the deal process including creating new sale contracts providing quoting support and reviewing all standard and nonstandard terms. Team members are tasked with continuously analyzing workflows to maximize efficiency and ensure crossfunctional stability and scalability. The ideal candidate will possess strong organizational and analytical skills be selfmotivated resultsdriven and adaptable to a dynamic business environment.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model and Business Casual Dress Code including jeans
• Your Future: 401k Matching Program Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off Sick Leave Paid Holidays
• Your Wellbeing: Medical Dental Vision Employee Assistance Program Parental Leave
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds Talents and Experiences of Our Employees
• Training: HandsOn TeamCustomized including SS&C University
• Extra Perks: Discounts on fitness clubs travel and more!

What You Will Get To Do:

• Evaluate all contract requests to ensure they are structured and negotiated to comply with company policies.
• Serve as a trusted advisor to the Sales team on deal structure contracting options quoting and approval processes.
• Act as the first point of contact for Sales for all contractrelated questions concerns or escalations.
• Draft new sale contracts correction letters and other contractrelated tasks from templates.
• Serve as a subject matter expert on contract documents compliance policies and operational systems tools and workflows.
• Review all sales agreements including copy number account name licensing policy offering consistency pricing validation date consistency for proration and renewals and plugin language.
• Flag nonstandard customers and deals for Finance Credit and Renewals to lay the foundation for successful future billing and renewal events.
• Collaborate and communicate efficiently across multiple departments including Sales Legal Finance IT and Renewals.
• Identify areas where the team can add value increase transparency improve processes to support Sales teams and enhance deal cycle time.
• Manage processes to analyze and reduce error rates improving best practices and resulting in higher client satisfaction.
• Draft and return contract requests to the Sales team promptly to comply with revenue recognition guidelines including working extended hours during quarterend periods four times a year.

What You Will Bring:

• Bachelors degree (BA/BS) from a fouryear college or university or an equivalent combination of education and experience.
• Strong organizational and skills with the ability to manage competing priorities.
• Selfmotivated highly organized and thoroughly attentive to detail.
• Excellent verbal written and interpersonal skills with the ability to communicate across all levels and functions within the organization.
• Quick learner with a strong aptitude for acquiring and applying new skills.
• Highly adaptable and proficient in mastering new concepts tools and technologies.
• Extensive knowledge of MS Outlook Word PowerPoint and other MS Office applications.
• Preferred understanding of Salesforce.

Thank you for your interest in SS&C! If applicable to further explore this opportunity please apply directly with us through our Careers page on our corporate website @ www.ssctech/careers.

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Unless explicitly requested or approached by SS&C Technologies Inc. or any of its affiliated companies the company will not accept unsolicited resumes from headhunters recruitment agencies or feebased recruitment services.