Full-Time

Senior Deal Desk Analyst

Confirmed live in the last 24 hours

Outreach

Outreach

1,001-5,000 employees

Sales engagement platform for B2B clients

Compensation Overview

$90k - $110k/yr

Senior

Remote in USA

Remote

Preference for candidates in the PT time zone.

Category
Corporate Finance
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial analysis
Salesforce
Data Analysis
Excel/Numbers/Sheets
Requirements
  • 4+ years of experience (Finance/Order Processing role, tech preferred)
  • Demonstrated capability to build strong working relationships with internal business units
  • Demonstrated participation in process improvement initiatives and/or project management experience
  • Knowledge of Quote to Cash life cycle and understanding of SaaS (Software as a Service) pricing and licensing model a plus
  • Ability to work without supervision in a fast-paced high-tech environment
  • Experience in data analysis, modeling and/or financial analysis a plus
  • Proficiency with Salesforce.com and MS Excel is required
  • Experience with Zuora is a plus
  • Experience in software revenue recognition accounting a plus
  • Experience in structuring multi-element (subscriptions, services and support) contracts
  • Strong communication, organizational and problem-solving skills
  • Minimum of a Bachelor Degree in Finance/Accounting or a similar discipline
Responsibilities
  • Providing business insight, pricing and product knowledge, as well as analytical support to Sales, including customer interaction
  • Being a sales-facing subject matter expert on deal structuring, processes, and policies
  • Cultivating and sustaining strong working relationships with pivotal business partners (e.g. Sales, Sales Operations, Finance, Legal, Support, etc.) to help facilitate the review and approval process
  • Building and reviewing a variety of order forms with differing levels of complexity for accuracy, while ensuring all required approvals, such as discounts and contractual terms, are obtained and clearly documented as well as being fully compliant with Outreach's internal policies
  • Assisting in delivering ongoing education and training to ensure Sales understanding of and compliance with all deal processes
  • Safeguarding and managing data quality in SFDC for all proposed and closed quotes/deals, which includes but is not limited to: customer expansions, new deal logos, commission levels and deal amounts, ensuring that all transactions adhere to internal revenue recognition policies and operational guidelines
Desired Qualifications
  • Knowledge of Quote to Cash life cycle and understanding of SaaS (Software as a Service) pricing and licensing model a plus
  • Experience in data analysis, modeling and/or financial analysis a plus
  • Experience with Zuora is a plus
  • Experience in software revenue recognition accounting a plus

Outreach.io provides a sales engagement platform that helps businesses improve their sales processes and increase revenue. The platform offers tools to automate and streamline various sales outreach activities, including email campaigns, phone calls, and social media interactions. This allows sales teams to work more efficiently and effectively, ultimately helping them close more deals. Outreach.io primarily targets B2B clients across different industries, from small startups to large enterprises. The company operates on a subscription model, where clients pay a recurring fee to access its suite of tools, with different pricing tiers available to meet diverse client needs. This model not only ensures a steady revenue stream but also allows for ongoing updates and enhancements to the platform. Outreach.io distinguishes itself from competitors by focusing on automation and data-driven insights, making it easier for sales teams to track customer interactions and optimize their workflows.

Company Size

1,001-5,000

Company Stage

Series G

Total Funding

$527.3M

Headquarters

Seattle, Washington

Founded

2014

Simplify Jobs

Simplify's Take

What believers are saying

  • AI-driven sales tools are increasingly popular, enhancing Outreach's market position.
  • The rise of remote work boosts demand for digital sales engagement tools like Outreach.
  • Subscription-based models are growing, providing Outreach with a steady revenue stream.

What critics are saying

  • CEO Manny Medina's departure may lead to leadership instability and strategic shifts.
  • Competitors' AI tools, like FullContext's AI Buyer Copilot, could impact Outreach's market share.
  • The new AI Revenue Workflow Platform may not meet market expectations, affecting brand perception.

What makes Outreach unique

  • Outreach integrates AI to optimize sales interactions across email, voice, and social channels.
  • The platform offers a subscription model with premium add-ons for diverse client needs.
  • Outreach serves a wide range of B2B clients, from startups to large enterprises.

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Benefits

Parental Leave: Extended PTO for both parents, plus unique perks to ease the transition of returning to work.

Full Medical Benefits: Majority of employer paid medical, dental and vision coverage.

401k: A competitive plan to help you save for retirement.

Flexible Time Off: We believe in a healthy work/life balance, and in our employees to make practical time off arrangements.

Growth & Insights and Company News

Headcount

6 month growth

-2%

1 year growth

0%

2 year growth

-2%
MarTech 360
Jun 11th, 2025
Outreach Unveils New AI Revenue Workflow Platform at Unleash 2025

Outreach unveils new AI Revenue Workflow Platform at Unleash 2025.

Outreach
May 21st, 2025
Outreach May 2025 Release: AI-Powered Enhancements for Sales & Revenue Teams

That's why Outreach is excited to announce the latest set of enhancements to the Outreach AI Revenue Workflow Platform, designed to help you sell smarter, operate faster, and never miss an opportunity to build better relationships with your customers.

Outreach
Dec 18th, 2024
Outreach's AI Year in Review: 2024 Wrapped

At Explore24 earlier this month, Outreach announced its new AI Prospecting Agent private BETA, set to launch as public BETA in February 2025.

Version One Ventures
Oct 1st, 2024
Q3 2024 Portfolio in Review

Manny Medina is stepping down as CEO of Outreach, the sales automation software company he helped start a decade ago.

Stock Titan
Aug 19th, 2024
Harte Hanks and Outreach Team Up to Deliver Innovative Sales Engagement Solutions

Harte Hanks (NASDAQ:HHS) has announced a collaboration with Outreach, a leading execution platform for intelligent revenue workflows.