8x8 connects our customers and teams globally, empowering CX leaders with performance and insights to make smarter decisions, delight customers, and drive lasting business impact.
The Deal Operations Specialist is responsible for ensuring that closed deals are accurately and efficiently executed across internal systems, enabling seamless customer onboarding and revenue recognition. This role focuses on the post-sales phase, acting as the bridge between Sales, Finance, Legal, Product, and Customer Success. This position will be accountable for order validation, contract accuracy, system updates, and cross-functional coordination to make sure every deal translates from “signed” to “in service” without friction.
Key Responsibilities
Client Onboarding and API Integration
- Assist new customers with deploying 8x8 CPaaS Solutions.
- Customize and integrate CPaaS products into customer applications and workflows.
- Provide support for API integrations, ensuring smooth implementation and resolving technical challenges.
- Offer technical guidance on best practices and collaborate with internal teams for complex issue resolution.
Deal Execution & Validation
- Review signed contracts to ensure accuracy, completeness, and compliance with policies.
- Validate pricing, terms, and product configurations before order entry.
- Manage approvals or escalations for non-standard terms as needed.
Order Processing & Systems
- Enter and manage orders and costing uploads in internal systems.
- Maintain data integrity across quoting, CRM, billing, and provisioning platforms.
- Partner with Finance to ensure deals align with revenue recognition rules.
Cross-Functional Handoff
- Ensure all necessary deal documentation is available and accessible to downstream teams.
- Act as the main point of contact for internal stakeholders on post-sales deal questions.
Process & Governance
- Identify inefficiencies in the post-sales workflow and propose automation or process improvements.
Create internal resources and document best practices to streamline future implementation efforts. - Contribute to standard operating procedures, playbooks, and training for deal operations.
- Track and monitor deal cycle KPIs such as order processing time, error rates, and backlog.
Support for Business Growth
- Assist with product launches and pricing changes to ensure operational readiness.
- Provide feedback to Product, Sales Ops, and Finance on recurring deal execution challenges.
- Support compliance audits and internal reporting requirements.
Qualifications
Experience & Knowledge
- Bachelor’s degree.
- Experience in Deal Operations, Order Management, Revenue Operations, or a related post-sales function (CPaaS, SaaS, or telecom experience preferred) is a plus.
- Proficiency with JIRA/Zendesk and order management/billing systems.
- Understanding of SaaS/usage-based billing and revenue recognition principles.
Skills & Competencies
- Detail-oriented: Strong eye for accuracy; able to spot discrepancies in contracts, pricing, and data.
- Process-minded: Skilled at following structured workflows while suggesting improvements where needed.
- Analytical thinker: Able to troubleshoot problems, simplify complexity, and connect the dots across systems.
- Organizational excellence: Can manage multiple deals simultaneously without missing deadlines.
- Tech-savvy: Comfortable navigating CRM, billing, and workflow tools.
- Proficiency in RESTful APIs, webhooks, basic SQL and Unix skills is preferred.
Character & Personality Traits
- Reliable & accountable: Takes ownership of tasks from start to finish.
- Collaborative: Thrives in cross-functional teamwork and communicates clearly with different stakeholders.
- Calm under pressure: Handles high volumes, deadlines, and escalations with composure.
- Proactive: Anticipates issues before they arise and takes initiative to resolve them.
- Customer-focused: Keeps the end-customer experience in mind when ensuring deals flow smoothly.
- Ethical & trustworthy: Maintains high integrity in handling contracts, financials, and compliance requirements.
- Continuous learner: Open to feedback and eager to grow in a fast-evolving CPaaS environment.
Work Schedule & Location
- Shift: APAC Business Hours
- Setup: Hybrid
- Location: BGC, Taguig City
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