Full-Time

Finance Deal Desk Manager

Klaviyo

Klaviyo

1,001-5,000 employees

E-commerce marketing automation & data platform

Compensation Overview

A$128k - A$192k/yr

+ Annual cash bonus plan + OTE + Equity + Sign-on payments

Sydney NSW, Australia

Hybrid

Hybrid work arrangement; some on-site days in Sydney.

Bachelor's

Category
Finance & Banking (1)
Required Skills
Salesforce
Financial Modeling

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Requirements
  • Bachelor’s degree in Business, Finance, or a related field.
  • 5+ years of Deal Desk, Sales Operations, or commercial operations experience, preferably in a SaaS or technology company.
  • Prior experience supporting an APAC market is a strong plus.
  • Aut Autonomous Operator: Comfortable being the first and sole Deal Desk resource in a region; able to prioritize independently, make sound judgment calls, and escalate effectively when needed.
  • Contract & Commercial Acumen: Familiarity with software contract terms, MSA structures, and the ability to review and negotiate standard commercial language. Experience with SaaS pricing models as expected.
  • Analytical Mindset: Strong attention to detail and data-driven approach to problem-solving; able to build and review financial models and ad-hoc reports to support deal decisions.
  • Communication Skills: Clear and confident communicator, able to explain commercial positions and policy guidance to Sales, Legal, and Finance stakeholders — and occasionally up to executive level.
  • Technical Proficiency: Experience working in CRM, CPQ, and CLM systems (Salesforce experience preferred). Ability to generate and analyze deal-level reports.
  • Revenue Recognition Knowledge: Working familiarity with ASC 606 and how deal structure impacts revenue recognition.
Responsibilities
  • Regional Deal Support: Serve as the primary Deal Desk resource for APAC Sales and Customer Success teams, reviewing and advising on non-standard pricing, discounting, and contract terms across a range of deal sizes and complexities.
  • Business Judgment & Risk Management: Evaluate deal structures and approval requests with an eye toward protecting company revenue, margin, and compliance — while remaining commercially minded and customer-focused.
  • Cross-Functional Collaboration: Partner closely with Sales, Legal, Finance, and Operations stakeholders globally to align on deal structures, escalate appropriately, and drive deals to close.
  • Process & Policy Ownership: Implement and uphold scalable quoting and contracting processes for the region; identify gaps and propose improvements as the business grows.
  • Compliance & Revenue Recognition: Ensure all deal structures adhere to internal standards, ASC 606 revenue recognition guidelines, and applicable legal requirements.
  • Training & Enablement: Provide guidance and training to the APAC Sales and CS teams on quoting, contracting workflows, and Deal Desk policies so they are well-equipped to move deals forward efficiently.
  • Systems & Reporting: Leverage CRM, CPQ, and CLM tools to manage deal workflows and produce regular reporting on deal metrics, trends, and regional performance.

Klaviyo provides marketing automation and customer data management for e-commerce brands. It collects and stores data from online stores and apps, analyzes customer behavior, and uses that information to power personalized campaigns across email, SMS, and on-site/product recommendations. The product works by building audiences from stored data, then triggering automated messages and experiences based on customer actions (for example, welcome emails, cart reminders, and targeted product suggestions). What sets Klaviyo apart is its tight integration with e-commerce tools, its tiered subscription model based on contact count, and its partner programs that connect clients with experienced agencies to help maximize the platform’s potential. The company’s goal is to help e-commerce businesses strengthen customer relationships and grow revenue by using data-driven marketing and automation to engage shoppers at the right moment with the right message.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Boston, Massachusetts

Founded

2012

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Simplify Jobs

Simplify's Take

What believers are saying

  • Q2 2026 revenue hit $370.6 million, up 26%, and guidance rose to $1.534 billion.
  • Enterprise customers above $50,000 ARR grew 36% to 4,477 in Q2 2026.
  • Composer topped 95,000 users, while Customer Agent adoption rose 40% quarter over quarter.

What critics are saying

  • Nguyen v. Klaviyo alleges CIPA violations; mediation resumes August 21, 2026.
  • Amanda Whalen exits as CFO September 1, 2026, replacing IPO-era financial leadership.
  • Privacy litigation threatens Klaviyo's tracking-based profile engine and core attribution moat.

What makes Klaviyo unique

  • Klaviyo's autonomy-B2C CRM unifies email, SMS, analytics, and agentic support inside one data layer.
  • July 2026 integrations with Figma, Yotpo, Contentsquare, and Fairing reduce campaign latency.
  • August 4, 2026 Agency acquisition adds Elias Torres and AI-native customer-success expertise.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Health Savings Account/Flexible Spending Account

401(k) Company Match

Paid Holidays

Professional Development Budget

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

-1%

2 year growth

-1%
Yahoo Finance
Aug 6th, 2026
Klaviyo revenue surges 26% to $371M, raises full-year guidance to $1.53B

Klaviyo reported second-quarter revenue of $370.6 million, up 26% year-over-year, and raised its full-year 2026 revenue guidance to $1.526 billion to $1.534 billion, representing 24% growth. The company's enterprise segment showed strong momentum, with customers spending $50,000 or more annually growing 36% to 4,477, now representing approximately 40% of total annual recurring revenue. International markets drove significant growth, with revenue outside the Americas up 35% and European revenue outside the UK up 41%. The company's AI-powered Composer agent attracted over 95,000 users in its first month. Klaviyo repurchased $240 million worth of shares during the quarter and ended with $833 million in cash. The company now serves more than 205,000 brands and stores over 9 billion consumer profiles.

Fuerteventura Times
Aug 5th, 2026
Klaviyo completes full-circle acquisition of Elias Torres' Agency, uniting tech innovators.

Klaviyo completes full-circle acquisition of Elias Torres' Agency, uniting tech innovators. August 5, 2026 2 min. read Summary of the announcement. Klaviyo, a publicly listed platform focused on e-commerce marketing automation, has entered into an agreement to acquire Agency, an AI-driven customer success startup launched just three years ago by entrepreneur Elias Torres. Although the financial terms of this acquisition remain undisclosed, it marks a significant step in expanding Klaviyo's capabilities. Founded in 2023, Agency successfully raised $32 million from notable investors such as Sequoia, Menlo Ventures, and Felicis before this acquisition. Following the deal, Torres will assume the role of Chief Product Officer at Klaviyo, leading Agency's team of 25 in enhancing Klaviyo's AI offerings, specifically their tools named Composer and Customer Agent, which are designed for marketing campaign creation and post-sale support. Why it matters. This acquisition not only strengthens Klaviyo's product suite but also signals a focused shift toward integrating AI technology in customer support and marketing automation. As the competition heats up in the SaaS market, leveraging advanced AI capabilities can provide Klaviyo with a significant edge over its rivals. By enhancing the functionality of its agents, Klaviyo aims to serve approximately 200,000 businesses initially, with ambitions to reach millions more in the near future. The transaction underscores the growing trend towards M&A activity in the tech sector, particularly among startups that excel in innovative solutions. The integration of Agency's technology aligns perfectly with Klaviyo's vision, emphasizing the importance of customer engagement driven by data and automated systems in today's digital economy. Impact on residents, businesses, or visitors. For local businesses in Fuerteventura, the implications of this technological advancement cannot be overstated. Klaviyo's sophisticated marketing and customer service solutions could revolutionize how enterprises interact with both existing and potential customers, making marketing efforts more efficient and personalized. This enhanced digital footprint could attract more holidaymakers, as businesses leverage data-driven insights to optimize their offerings and increase engagement. Moreover, the integration of AI tools like Composer and Customer Agent means that businesses will have more streamlined processes for handling inquiries and managing operations. This could lead to improved customer satisfaction, positioning local enterprises more favorably in an increasingly competitive landscape. As they adapt to these innovations, employees may also experience a shift in their roles, moving towards more strategic and analytical functions rather than routine tasks. Municipality affected. This development has implications that extend throughout the entire archipelago of the Canary Islands. As Klaviyo enhances its operations, businesses across all municipalities - including Fuerteventura - stand to benefit from improved digital marketing and customer service capabilities. By reaching a broader audience through AI-driven tools, local enterprises can enhance their competitiveness on a global scale. Related projects or previous developments. Historically, this acquisition aligns with previous efforts by Klaviyo to enhance its offerings through innovation and strategic partnerships. The company successfully transitioned to a public entity with a valuation of $9.2 billion in September 2023, underscoring its growth trajectory and commitment to integrating advanced technologies. Additionally, Torres' history of leading major tech initiatives, including prior success with Performable and Drift, provides a rich background for this collaborative effort, reminiscent of the early days of cloud computing. Internal links. [placeholder_internal_links] SEO Title and metadata. SEO Title: Klaviyo Acquires AI Startup Agency to Enhance Services Meta Description: Klaviyo's acquisition of Agency aims to boost AI-driven marketing and support, impacting businesses across Fuerteventura. Discover more about this tech evolution!

TechCrunch
Aug 5th, 2026
Klaviyo acquires Elias Torres’ Agency in full-circle reunion for tech founders | TechCrunch

The serial entrepreneur joins the e-commerce company as CPO to lead its AI agents.

University of Białystok
Jul 29th, 2026
3 underrated Machine Learning Stocks to invest in before they gain recognition from AI.

3 underrated Machine Learning Stocks to invest in before they gain recognition from AI. July 29, 2026 Top Machine Learning Stocks for future AI development. The Future of AI: 3 Machine Learning Stocks to Watch Machine learning is a crucial component of artificial intelligence (AI) development, and as such, machine learning stocks play a vital role in shaping the future of AI applications. While these stocks may not be as well-known as some of the larger tech companies, they offer unique opportunities for investors looking to capitalize on the potential of AI-driven technologies. One such company to keep an eye on is Klaviyo (KVYO), a marketing automation platform that leverages AI to enhance customer engagement and drive personalized marketing campaigns. With the introduction of new features like Flows AI, Klaviyo is positioning itself as a leader in the marketing AI space, making it a promising investment for the future. Ambarella (AMBA) is another intriguing player in the machine learning space, focusing on vision-processing technology for AI applications. By enabling visual data to be processed in a format that AI can understand, Ambarella is paving the way for advancements in robotics and self-driving technology. Despite some short interest, analysts remain optimistic about Ambarella's potential for growth. Lastly, Duolingo (DUOL) may seem like an unlikely candidate in the machine learning stocks arena, but its innovative approach to language learning is powered by machine learning algorithms. With the ability to recognize linguistic patterns and train translation models, Duolingo could play a significant role in AI training and language model development. While these machine learning stocks may not offer immediate returns, they present exciting opportunities for investors looking to capitalize on the future of AI technology. By staying informed and keeping an eye on emerging trends in the machine learning space, investors can position themselves for success in the long run.

Mainspring Retail Solutions
Jul 29th, 2026
Stop exporting customer lists every week.

Stop exporting customer lists every week. Automate your marketing data and spend more time growing your business. If your marketing routine includes exporting customer lists from your POS system every week (or every month), you're not alone. In fact, Mainspring LLC recently spoke with a retailer who was doing just that. Every campaign started with the same process: * Export a customer list from NCR Counterpoint. * Save it as a CSV file. * Upload it into their email marketing platform. * Repeat the process the next time they wanted to send a promotion. While it may seem like a simple task, those manual exports can add up quickly. More importantly, they create opportunities for outdated customer information, missed sales opportunities, and unnecessary work. The problem with manual customer exports. When your marketing platform isn't connected directly to your POS system, your customer data is only as current as your last export. That means: * New customers may not receive your latest promotions. * Recent purchases may not be reflected in your marketing lists. * Customers who unsubscribe or update their information may not be properly synced. * Every campaign starts with another manual export. It's a process that takes time, and it's easy to forget when business gets busy. There's a better way. Customer Bridge connects NCR Counterpoint directly to popular email marketing platforms such as Mailchimp, Klaviyo, and Brevo. Instead of manually exporting customer data, Customer Bridge automatically keeps your marketing lists up to date. As customers are added or updated in Counterpoint, those changes are automatically reflected in your marketing platform. * No more CSV files. * No more duplicate work. * No more wondering if your customer list is current. More time marketing, less time managing data. When your customer information stays synchronized automatically, you can spend your time creating promotions instead of preparing spreadsheets. Customer Bridge allows you to: * Automatically sync customer records * Keep contact information current * Build more accurate marketing audiences * Reduce manual work for your staff * Focus on engaging customers instead of managing data Whether you're sending monthly newsletters, holiday promotions, loyalty offers, or targeted campaigns, having accurate customer information is one of the easiest ways to improve your marketing results. Small change. Big impact. Retailers invest a lot of time building customer relationships. Your marketing tools should help strengthen those relationships, not create extra work. If you're still exporting customer lists by hand, it may be time to automate the process. Customer Bridge makes it easy to keep your marketing platform connected to the customer data you already maintain in NCR Counterpoint. Ready to simplify your marketing workflow? Contact the Mainspring Retail Solutions team to learn how Customer Bridge can automate your customer data and help you spend less time exporting spreadsheets and more time connecting with your customers.