Trellix Logo

Trellix

Standard Deal Partner Specialist I (Hybrid)

Posted 18 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.

Similar Jobs

54 Seconds Ago
Easy Apply
Remote
United States
Easy Apply
Entry level
Entry level
Cloud • Security • Software • Cybersecurity • Automation
Leads a North America-based team of Customer Success Managers and Architects. Responsibilities include coaching and developing talent, managing staffing and hiring, strengthening executive customer relationships, supporting adoption and renewals, coordinating escalations, partnering cross-functionally, and improving customer success processes and tools.
Top Skills: Amazon Web Services (Aws)DastDevsecopsDockerGitlabGoogle Cloud Platform (Gcp)KubernetesAzureSast
19 Minutes Ago
Remote or Hybrid
120K-170K Annually
Senior level
120K-170K Annually
Senior level
AdTech • Cloud • Digital Media • Information Technology • News + Entertainment • App development
Design, develop, and maintain high-performance Go-based software for global VOD, live, and linear streaming delivery. Build reliable services for dynamic ad insertion and manifest manipulation, partner with SRE on highly available multi-region systems, use observability and analytics for performance and incident analysis, and contribute to multi-CDN strategies, architecture, code reviews, and engineering standards.
Top Skills: AkamaiAWSAzureCdnsCi/CdCloudflareCloudfrontDashDockerFastlyGCPGitGoHlsKubernetesPythonSre
An Hour Ago
In-Office or Remote
USA
Entry level
Entry level
Aerospace • Hardware • Robotics • Software
Build a high-performance frontend data platform for exploring and analyzing hardware telemetry. Develop React and TypeScript applications, interactive time-series visualizations, data visualization plugins, complex application state management, and LLM-assisted analysis workflows. Collaborate directly with hardware engineers and customers to define interfaces, prototype workflows, demonstrate features, and incorporate feedback into product development.
Top Skills: LlmsReactTypescript

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account