Forter Deal Operations Analyst 

United States, New York, New York 

279163570

About the role:

As a Deal Operations and Proposal Management Analyst, you will play a key role in supporting our field operations efforts. You will support deal operations by tracking and coordinating deal activities, maintaining up-to-date records, and assisting in the analysis of deal performance metrics to ensure efficient and effective deal closure. Additionally, you will assist in the preparation and coordination of proposals and Information Security questionnaire, ensuring the team is supported to successfully complete in a timely manner.

What you’ll be doing:

• Assist in weekly closed/won contract reviews for applicable monthly commissions payout and close-out data population
• Support the deal process with weekly data pulls tracking deal progression (stage, outstanding internal requirements, ACV confirmations, etc)
• Manage weekly review of bookings tracker to ensure all qualified bookings are captured, applicable policies are noted, and pending go-live dates are up to date.
• Support in identifying and flagging deals that hit internal policies
• Manage initial RFx intake and Responsive setup for the response team
• Coordinate internal review meetings for completing RFPs/RFIs
• Manage intake and completion of Information Security questionnaires
• Manage and own Supplier Onboarding questionnaire requests

What you’ll need:

• Bachelor’s degree in Business Administration
• Previous internship or entry-level experience in a similar role is a plus but not required.
• Strong verbal and written communication skills
• Experience with Excel and Salesforce
• Ability to work efficiently and manage multiple tasks in a fast-paced, deadline-driven environment while maintaining a high level of precision and attention to detail.

Nice to have, not required:

• Experience in Sales Operations, or similar, organization
• Experience with Responsive (or similar Proposal Management tool)

Trust is backed by data – Forter is a recipient of over 10 workplace and innovation awards, including:

• Great Place to Work Certification (2021, 2022, 2023)
• in NYC (2022)
• #3 on of “Most Innovative Finance Companies” (2022)
• Forbes Cloud 100 (2021, )
• SAP Pinnacle Awards “ ” (2023)
• Fintech Breakthrough Awards – Best Fraud Prevention Platform (2023)

Benefits:

• Competitive salary
• Restricted Stock Units (RSUs)
• Matching 401K Plan
• Comprehensive and generous health insurance, including vision and dental coverage
• Home office allowance
• Generous PTO policy
• Half day Fridays

Hybrid work:

Salary Range:$65,000.00 - $88,000.00annually + bonus + equity + benefits