ResponsibilitiesRole SummaryThe Deal Analyst / Deal Manager (DA/DM) serves as the operational owner of the proposal and quote process, coordinating inputs, drafting customer-focused narratives, managing pricing inputs, enforcing review SLAs, and ensuring CRM and repository accuracy from Quote Request (QR) intake through final delivery.
Primary Outcomes- High-quality, customer-ready proposals aligned to customer needs and executive readability standards.
- On-time progression through Red Team, Gold Team, and White Glove (DOA) review stages.
- Accurate and complete Salesforce and SharePoint records supporting audit readiness.
Responsibilities Mapped to Deal Desk SOP- Deal Analyst / Deal Manager: Accountable and Responsible for drafting, coordinating, editing, and finalizing proposals from QR intake through delivery and repository closeout. The DA/DM coordinates inputs across Sales, PM, and Solutions Engineering; authors the Business Volume; manages Red Team and Gold Team reviews; submits packages for White Glove (DOA) approval; and ensures Salesforce and SharePoint accuracy in accordance with the Deal Desk SOP.
- QR Intake & Coordination - Accept assignment, review QR completeness, identify risks, and drive cross-functional follow-ups
- Customer Context & Story - Capture champion, pain points, and competitive posture; translate into a coherent customer narrative
- Solution Development Support - Obtain configuration from Solutions Engineering and clarify assumptions
- Proposal Drafting - Author cover letter, narrative executive summary, solution summary, and insert preliminary pricing; enforce 60;10-page Business Volum.
- Red Team Management - Coordinate Red Team review, track approvals and N/C responses, and enforce 48-hour SLA.
- Gold Team & Finalization - Secure Market Leader and Program Director approvals; prepare final customer-ready package.
- White Glove (DOA) & Delivery - Submit for DOA approval, update Salesforce status to Delivered, and close out SharePoint folders with Final Version tagging.
- Professional Communication & Escalation - Proactively follow up, document actions, and escalate per SOP guidance.
QualificationsCore Experience & Background- 3-6 years of experience in Deal Desk, Proposal Management, Sales Operations, Pricing, or Revenue Operations roles.
- Demonstrated ownership of end-to-end proposal or quote processes, from intake through customer delivery.
- Experience supporting complex, cross-functional deals involving Sales, Program Management, Solutions Engineering, Pricing, and Finance.
- Prior exposure to formal review frameworks (e.g., Red Team / Gold Team / Executive or DOA approvals) preferred.
Proposal & Deal Execution Skills- Strong ability to author and edit customer-facing proposal content, including executive summaries, solution descriptions, and cover letters.
- Proven skill translating technical and commercial inputs into clear, concise, executive-readable narratives.
- Experience enforcing page limits, formatting standards, and content quality benchmarks.
- High attention to detail to ensure accuracy, consistency, and compliance across proposal materials.
Process & Operational Discipline- Working knowledge of Deal Desk SOPs, approval workflows, and internal SLAs.
- Ability to manage parallel workstreams (solution, pricing, approvals, documentation) without losing momentum.
- Strong record of maintaining audit-ready CRM and repository data (e.g., Salesforce and SharePoint).
Systems & Tools- Proficiency with Salesforce (opportunity stages, quote requests, status updates, reporting hygiene).
- Experience managing structured content in SharePoint or similar repositories with version control and final tagging.
- Advanced skills in Microsoft Word for proposal creation and final packaging.
- Familiarity with pricing summaries, BOMs, or configuration outputs (even if pricing is owned by another team).
Stakeholder & Communication Strengths- Clear, professional communicator able to drive follow-ups, secure inputs, and enforce deadlines.
- Confidence engaging with senior reviewers (Market Leaders, Program Directors, executives) during approval cycles.
- Ability to ask the right clarifying questions to identify risk, gaps, or assumptions early.
- Comfortable escalating risks or delays appropriately, with documented context and recommended actions.
Personal Attributes & Working Style- Highly organized with a bias toward ownership and follow-through.
- Calm and effective under deadline pressure, especially during late-stage reviews.
- Customer-oriented mindset with strong judgment on what matters most to evaluators and decision-makers.
- Continuous-improvement mindset; willing to refine templates, checklists, and processes.
Preferred / Differentiating Qualifications- Experience in regulated, public sector, or enterprise environments.
- Familiarity with executive approval or delegation-of-authority (DOA) models.
- Exposure to proposal best practices (e.g., Shipley-inspired reviews, compliance matrices).
Prior role acting as a single-threaded owner ("cat herder") across a deal lifecycle.
Note to third-party recruiters: IDEMIA Public Security does not work with third-party recruiters absent a signed agreement and will treat any resumes submitted without a signed agreement as the property of IDEMIA Public Security. In the event that IDEMIA Public Security hires a candidate who was brought to our attention by a recruiter who does not have a signed agreement, IDEMIA Public Security will not pay any fees to the recruiter as a result of the hire.
