Dell Deal Desk Advisor in Chesterbrook, Pennsylvania

Dell Boomi Deal Desk Advisor – Chesterbrook, Pennsylvania

As a market and technology leader in integration platform as a service (iPaaS), Dell Boomi is one of the hottest tech companies in the SaaS/Cloud industry, named a Leader for the fifth year in a row in the Gartner Enterprise iPaaS Magic Quadrant. Our award-winning, patented technology is transforming the world of integration by making enterprise-class integration technology accessible and affordable to companies of all sizes. Learn more at

The Dell Boomi Deal Desk Advisor, works with Sales, Finance, and other departments within Dell Boomi to provide pre-sales and/or post sales operational support. This role touches all aspects of the sales cycle, including order fulfillment, document delivery, customer/order issues, and process improvement.

The individual will need to listen, collaborate, and communicate effectively with internal customers and cross-functional teams to address gaps in deal process, implement new solutions, drive improvement and deliver successfully against an aggressive set of standards. The ideal candidate has broad business skills, strong financial acumen and a deep analytic background to meet the needs of our growing and ever changing company.

This position will support the day-to-day execution of deal management, partnering with sales, legal and finance to ensure that all transactions meet internal policies and operational guidelines. A successful individual is a person that has a proven work ethic that drives the desired results, is willing to roll up their sleeves and can think on their feet. They thrive in a fast paced environment, always pushing to be the trusted advisor in their role and taking ownership at every level.

Key Responsibilities Include, But Are Not Limited To:

•Review Deal structures, both standard and non-standard, including alignment between opportunity, quote, and invoicing systems. Ensures deals meet all criteria prior to sending documentation to the customer

•Researches customer or order problems, and delivers solutions working cross-functionally to resolve.

•Develop internal processes that speed up the review of deals and ensure that all SLA’s are met or exceeded

•Manage account alignments and sales rep crediting to ensure compensation is accurate prior to deals becoming closed

•Train new hires on best in class processes around deal management thru the sales cycle, continuously providing feedback to Sales and Finance on ways to improve customer experience, both internally and externally

•Assist sales makers with new tool navigation and usage, including influencing sales behavior and capabilities

Basic Qualifications:

•At least 3-5 years’ experience in a Finance, Deal Management, Sales Operations function or similar responsibilities supporting a mid-to-large scale multi-geographical hi-tech Sales Organization

•Deep Experience using SalesForce CRM. CPQ and NetSuite knowledge is a Bonus

•Demonstrated ability to define, refine and implement sales processes, procedures and policies

•Strong financial, analytical and communication skills, including written, verbal and presentation skills

•Deep experience of Microsoft Office Suite required (extensive knowledge of Excel required)

•Excellent cross group collaboration skills

•Bachelor’s degree is required

Preferred Qualifications:

•Experience working within a high-growth, technology company would be highly beneficial

•MBA or other relevant advanced degree

•Strong experience with Salesforce workflows, analytics, and other advanced functions

•Understanding of how the SaaS business model works

•Able to operate successfully in a lean, fast-paced organization, and to create a vision and organization that can scale quickly

•Highly organized, have multi-tasking skills, and efficient in ambiguous situations


We offer highly competitive salaries, bonus programs, world-class benefits, and unparalleled growth and development opportunities — all to create a compelling and rewarding work environment.

If you want to be at the forefront of world-class customer, operational and business support in a sales organization, this is your opportunity to develop with Dell Boomi.

Dell is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Dell are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Dell will not tolerate discrimination or harassment based on any of these characteristics. Learn more about Diversity and Inclusion at Dell here .