Trellix Logo

Trellix

Standard Deal Partner Specialist I (Hybrid)

Posted 10 Hours 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

6 Minutes Ago
Remote
US
133K-213K Annually
Mid level
133K-213K Annually
Mid level
Cloud • Fintech • Food • Information Technology • Software • Hospitality
Develop and scale full-stack software that calculates and delivers restaurant employee pay, including tip pooling, wage calculations, earnings retrieval, and payroll delivery. Responsibilities include designing reliable services, participating in code reviews and architecture discussions, influencing technical roadmaps, and collaborating with product, design, and engineering teams. The role requires backend development, modern web technologies, databases, distributed systems, messaging, microservices, and a strong focus on precision and production reliability.
Top Skills: Alternative Data StoresDistributed SystemsEnterprise Messaging SystemsGraphQLJavaKotlinMicroservicesReactRestTraditional DatabasesTypescript
6 Minutes Ago
Remote
US
159K-254K Annually
Senior level
159K-254K Annually
Senior level
Cloud • Fintech • Food • Information Technology • Software • Hospitality
Build and scale mission-critical tips, earnings, and payroll platforms for restaurant employees. Own systems end to end, lead complex projects from design through deployment, improve reliability and correctness, collaborate with product and design, review code, mentor engineers, and deliver scalable backend services that affect employee pay and product revenue.
Top Skills: Alternative Data StoresClaudeDistributed SystemsEnterprise Messaging SystemsGraphQLJavaKotlinMicroservicesReactRestTraditional DatabasesTypescript
7 Minutes Ago
Remote
US
133K-213K Annually
Mid level
133K-213K Annually
Mid level
Cloud • Fintech • Food • Information Technology • Software • Hospitality
Develop Android system applications for Toast’s device management platform, focusing on background services, device policy enforcement, setup, firmware and app updates. Support new hardware and OS upgrades, expand automated testing with Robot Framework, investigate production issues, and collaborate with product, hardware, QA, and software teams. The role requires strong Android development skills in Java or Kotlin, Android architecture libraries, debugging tools, and source control.
Top Skills: AdbAndroidAndroidxGerritGitGitHiltJavaKotlinKotlin CoroutinesLogcatRobot FrameworkUiautomator

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account