Trellix Logo

Trellix

Standard Deal Partner Specialist I (Hybrid)

Posted 24 Days Ago
Be an Early Applicant
Remote or Hybrid
Hiring Remotely in United States
60K-70K Annually
Junior
Remote or Hybrid
Hiring Remotely in United States
60K-70K Annually
Junior
Provides Level 2 operational support for Quote-to-Invoice processes, resolving complex tickets and system errors, structuring smaller deals, and clearing quoting, deal desk, and order management roadblocks. Partners with Sales, Finance, Customer Success, Systems Engineers, and deal teams to drive transactions through completion. Applies Q2I policies, escalates risks, owns requests through resolution, and supports continuous process improvement.
The summary above was generated by AI

Job Title:

Standard Deal Partner Specialist I (Hybrid)

About Trellix  
Trellix is a global company redefining the future of cybersecurity. The company’s comprehensive, open, and native cybersecurity platform helps organizations confronted by today’s most advanced threats gain confidence in the protection and resilience of their operations. Trellix, along with an extensive partner ecosystem, accelerates technology innovation through artificial intelligence, automation, and analytics to empower over 50,000 business and government customers with responsibly architected security. More at https://trellix.com.

Role Overview:

Role Overview
The Deal Partner Specialist I serves as the escalation point and operational engine for our Quote-to-Invoice (Q2I) processes within the Center of Excellence (COE).
This role requires a versatile subject matter expert who can both resolve complex, non-standard support tickets escalated by the L1 COE team and provide critical "horsepower" to the Premium Deal Partner team.
Whether diagnosing deep system errors, clearing order booking roadblocks, or stepping in to structure and approve smaller deals during peak periods, the L2 Specialist keeps the revenue engine running smoothly.
Operating with limited supervision, this internal-facing role interacts primarily with internal Q2I leaders and cross-functional partners, with occasional exposure to external customers.
This is a hybrid role and will require the person to be at our Frisco, TX office 2 days every week.

About The Role:

Operational Support & Execution

  • Ticket Escalation & Resolution: Diagnose and resolve complex, non-standard support tickets and Q2I system errors escalated by the L1 team.
  • Deal Structuring & Approvals: Step in during peak periods to structure, facilitate, and approve smaller deals to ensure smooth revenue recognition.
  • Order Management & Delivery: Clear roadblocks in order booking, Quoting, Deal Desk, and Order Management workflows to ensure seamless execution.
  • Process Excellence: Apply Q2I policies, practices, and procedures to daily workflows, focusing on high-quality delivery and minimizing repeated errors.

Cross-Functional Collaboration & Service

  • Internal Business Partnership: Partner effectively with Sales, Systems Engineers (SEs), Customer Success Managers (CSMs), Finance, and Premium Deal Partners to drive deals across the finish line.
  • End-to-End Ownership: Provide a high level of customer service by owning requests from initiation through resolution.
  • Relationship Building: Establish stable, collaborative working relationships across internal departments and develop skills for occasional external customer interactions.

Accountability & Continuous Improvement

  • Issue Escalation: Proactively identify and inform management of urgent, potential roadblocks before they escalate.
  • Skill Development: Continuously build technical aptitude, process knowledge, and problem-solving skills under supervisor guidance while taking on new responsibilities.
  • Strategic Alignment: Align daily tasks with department business objectives to deliver positive operational outcomes.

About You

  • Minimum of 2 years of related experience with a Bachelor’s degree, or equivalent experience.
  • Prior work experience in data operations, customer/ sales support would be preferred.
  • Good communication skills
  • Advanced computer skills (Google Apps). Prior experience in Salesforce, CPQ, SAP or similar business applications.
  • Strong work ethic & organizational skills.
  • Analytical and problem solving abilities.
  • Prioritization, attention to detail and task management skills.

The Annual Base Pay Range is $60,000 to $70,000. Actual base pay within the Base Pay Range will depend on varying circumstances, including the work location, individual qualifications, company budget and other operational business needs. Compensation may also include incentives, subject to various metrics and company policy.

Company Benefits and Perks:

We believe that the best solutions are developed by teams who embrace each other's unique experiences, skills, and abilities. We work hard to create a dynamic workforce where we encourage everyone to bring their authentic selves to work every day. We offer a variety of social programs, flexible work hours and family-friendly benefits to all of our employees.

  • Retirement Plans

  • Medical, Dental and Vision Coverage

  • Paid Time Off

  • Paid Parental Leave

  • Support for Community Involvement

We're serious about our commitment to a workplace where everyone can thrive and contribute to our industry-leading products and customer support, which is why we prohibit discrimination and harassment based on race, color, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation or any other legally protected status.

Our Commitment to You:

At Trellix, we are committed to creating a safe and trustworthy experience for our customers, employees, and candidates. Please be aware that fraudulent recruiting activity can occur through fake job postings or impersonated communications.

Trellix conducts interviews through professional channels only and does not use text messages, instant messaging, or group chats for interviews. We will never request sensitive personal information—such as your date of birth, Social Security number, or national ID number—during the interview process.

Trellix also does not require candidates to pay fees, purchase products or services, or process payments of any kind as part of the recruiting or hiring process. And Trellix will never keep any original work authorization documents that we may be required to review during the hiring process.

HQ

Trellix San Jose, California, USA Office

San Jose, CA, United States

Trellix Milpitas, California, USA Office

1123 Cadillac Court, Milpitas, United States

Similar Jobs

21 Minutes Ago
Easy Apply
Remote or Hybrid
Location, WV, USA
Easy Apply
176K-251K Annually
Senior level
176K-251K Annually
Senior level
Cloud • Information Technology • Security • Software • Cybersecurity
Leads and grows a regional sales engineering organization, recruiting and developing team members while scaling discovery, technical qualification, and proof-of-concept processes. Partners with sales, product, engineering, customers, and partners to design and present value-based solutions, drive revenue, and close deals. Provides consultative AI guidance, cybersecurity and networking expertise, and supports strategic solutions in a matrixed go-to-market environment.
Top Skills: Artificial IntelligenceCoding AssistantsCybersecurityGenerative AiLlmsNetworkingSaaSSaseZscaler Zero Trust Exchange
21 Minutes Ago
Remote or Hybrid
97K-164K Annually
Senior level
97K-164K Annually
Senior level
Aerospace • Hardware • Information Technology • Security • Software • Cybersecurity • Defense
Supports enterprise contract lifecycle management processes by translating business needs into requirements, mapping workflows, configuring CLM modules, validating data, supporting integrations and UAT, and coordinating deployment. Partners with legal, contracts, supply chain, proposal, IT, and program stakeholders. Provides user guidance and training, manages issue triage and backlog refinement, and supports compliance, governance, reporting, and continuous improvement of CLM capabilities.
Top Skills: AgileContract Lifecycle Management (Clm) SystemsIcertis Contract Intelligence (Ici)SirionWaterfall
21 Minutes Ago
Remote or Hybrid
97K-164K Annually
Senior level
97K-164K Annually
Senior level
Aerospace • Hardware • Information Technology • Security • Software • Cybersecurity • Defense
Administers and configures Salesforce CRM systems, including interfaces, reports, dashboards, workflows, maintenance, upgrades, data integrations, and process improvements. Provides user support and training while collaborating with cross-functional teams. Ensures compliance with federal regulations and cybersecurity policies. The role requires substantial IT and Salesforce administration experience, with development, migration, integration, SDLC, and federal contracting experience preferred.
Top Skills: ApexSalesforce CRMVisualforce

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account