Lalinda Swanson

Senior Deal Desk Specialist @Coupa

San Mateo, CA, US

Manage the Deal Desk Function and assist the sales team with Deal Structuring, Quoting and Pricing, Special Terms and Exception Approvals Management.Work with finance to ensure all deals have the appropriate booking packages. This includes fully executable agreements.Assist the Field Organization during the customer/contracting lifecycle, from Lead-to-Quote, Contract-to-Order, Booking-to-Renewal/Cross-sell/Up-sell.Participate in the review of and response to RFP’s, RFI’s, RFQ’s as needed.Establish and enforce contracting guidelines and methodology; work with corporate functions to develop and train field operations on best practices for fulfilling standard as well as non-standard deals, including communications to sales, services and management teams on contracting best practices.Identify and analyze problems using sound judgment and creatively determine solutions in order to effectively resolve issues and continuously improve business processes and systems.Ensure and manage data quality in Salesforce.com for all proposed and closed quotes/deals. This includes special customer pricing, customer entitlements and deal amounts.

Metropolitan Community College

Associate of Science (A.S.), Business Administration and Management, General

Bellevue University

Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services

Creighton University School of Law

Master's Certificate, Negotiation and Dispute Resolution