Carmichael G. Alvarez
Concord
Summary
Detail-oriented Deal Desk Analyst with 5+ years of experience supporting sales organizations, structuring deals, and managing end-to-end quote-to-cash processes. Proficient in Salesforce, NetSuite, and Workday with expertise in revenue recognition (ASC 606) and deal compliance. Trusted partner for Legal, Sales, and Finance teams to ensure deals align with internal policies and customer needs. Skilled at identifying operational inefficiencies and implementing automated solutions for workflow optimization. Results-oriented Analyst adept at managing and analyzing large volumes of information. Proactive in identifying trends that impact business success and preempting issues in operations, workflow, and production.
Overview
9
9
years of professional experience
Work History
Deal Desk Analyst
Autodesk
03.2018 - 06.2025
- Served as the primary point of contact for Sales on deal structuring, pricing approvals, and policy compliance.
- Collaborated with Legal, Product, and Finance teams to guide complex, non-standard deals through internal approval workflows.
- Created and modified quotes and opportunities in Salesforce, ensuring accuracy in pricing, terms, and configuration.
- Generated invoices and credits in NetSuite, including support for international currency transactions.
- Implemented automation through Boomi to sync Salesforce orders to NetSuite, reducing manual input and improving order accuracy.
- Developed and maintained documentation for quoting, contract terms, and operational processes.
- Conducted UAT for new system rollouts and process enhancements; provided feedback for iterative improvements.
- Delivered ASC 606 training and ensured consistent application of revenue recognition policies.
- Trained sales reps and internal stakeholders on quoting processes and Salesforce functionality.
Accounts Receivable Specialist
Salesforce
03.2017 - 03.2018
- Managed AR operations for a portfolio of 100+ accounts using Workday.
- Reconciled discrepancies between purchase orders and invoices and processed tax exemptions.
- Supported contract and proposal corrections in Salesforce and collaborated with Deal Desk to resolve order issues.
- Assisted with internal documentation and responded to customer inquiries via shared inboxes.
Reimbursement Specialist Case Manager
Genentech
10.2016 - 03.2017
- Coordinated reimbursement processes and documentation for patient therapies.
Collections & Support Roles
Lending Club
01.2016 - 08.2016
- Managed customer interactions related to payment processing, collections, and account support.
Education
B.S. - Business Administration, Information Systems
San Francisco State University
12.2013
Skills
- Tools: Salesforce, NetSuite, Workday, Zendesk, Looker, Boomi
- Excel: VLOOKUPs, Pivot Tables
- Reporting & Analysis: Basic SQL
- Compliance: ASC 606 trained
- Soft Skills: Deal structuring, Cross-functional collaboration, Contract review, Process improvement, Training & onboarding
- Process enhancement
- Trend modeling
- Trend forecasting
- SQL and databases
- Data processing
- Analytical problem solving
- Complex Problem-solving
- Documentation and reporting
- System analysis
- Workflow Analysis
Timeline
Deal Desk Analyst
Autodesk
03.2018 - 06.2025
Accounts Receivable Specialist
Salesforce
03.2017 - 03.2018
Reimbursement Specialist Case Manager
Genentech
10.2016 - 03.2017
Collections & Support Roles
Lending Club
01.2016 - 08.2016
B.S. - Business Administration, Information Systems
San Francisco State University