Full-Time

Deal Desk Specialist

Confirmed live in the last 24 hours

Klaviyo

Klaviyo

1,001-5,000 employees

Marketing automation for e-commerce businesses

Consumer Software
Consumer Goods

Compensation Overview

$72.8k - $109.2kAnnually

+ Variable Compensation

Mid

San Francisco, CA, USA

Category
Corporate Finance
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Salesforce
Requirements
  • Bachelor's degree in Business or another relevant field
  • 2-3 years of Deal Desk, Finance, or Operations experience in a technology or fast growth company setting
  • Proven ability to negotiate, prioritize, maintain attention to detail, and work under critical timelines
  • Ability to lead and engage in multiple simultaneous initiatives
  • Previous experience with system implementation, process improvement and change management a plus
  • Working knowledge of a CRM system; Salesforce CRM, CPQ, and CLM software experience preferred
  • Working understanding of ASC 606 and legal contract review
  • Relevant SaaS experience preferred, but not required
Responsibilities
  • Serve as an expert on the company’s deal structures, pricing, standard terms and conditions, systems and processes
  • Partner with cross-functional stakeholders to identify and document deal making policies
  • Review and approve non-standard pricing requests. Ensure all required approvals are obtained and documented. Ensure that all transactions follow internal revenue recognition guidelines and operational guidelines
  • Partner with Revenue Accounting team to review or address revenue recognition concerns for non-standard deal structures
  • Partner with the Legal Team to document non-standard terms or commitments, and mitigate legal risk
  • Collaborate, provide advice, as well as deal insights to cross functional teams including Sales Ops, Legal, Billing, Finance, Risk and Systems
  • Build scalable, efficient processes and create workflows that will ensure rigorous and efficient deal completion
  • Promote operational excellence, team efficacy, and most importantly: ensuring accurate, timely, and optimal close of deals
  • Develop and document processes and best practices, as well as instill process improvement and data driven mentality across the teams
  • Exhibit sound business judgment, strong collaboration and analytical skills, and a proven track record of taking ownership to influence results
  • Provide deal structure guidance and creative solutions for complex deals
  • Participate in compliance reviews and provide guidance to cross-functional teams on commonly requested edits, non-standard terms, and deal structuring modifications.

Klaviyo offers marketing automation and customer data management tools tailored for e-commerce businesses. Their platform enables companies to collect and analyze customer information to create personalized marketing campaigns, including email and SMS outreach. Unlike competitors, Klaviyo integrates seamlessly with various e-commerce tools and provides partner programs that connect businesses with expert agencies for additional support. The goal of Klaviyo is to help e-commerce businesses build stronger customer relationships through effective, data-driven marketing.

Company Stage

IPO

Total Funding

$757.3M

Headquarters

Boston, Massachusetts

Founded

2012

Growth & Insights
Headcount

6 month growth

-1%

1 year growth

0%

2 year growth

-3%
Simplify Jobs

Simplify's Take

What believers are saying

  • Klaviyo's AI-driven personalization aligns with the growing trend in email marketing.
  • The rise of zero-party data collection enhances Klaviyo's personalized marketing capabilities.
  • Klaviyo's integration of SMS and email campaigns boosts customer engagement rates.

What critics are saying

  • Emerging AI-driven marketing platforms could erode Klaviyo's market share.
  • Privacy regulations may increase compliance costs for Klaviyo.
  • Economic downturns could reduce marketing budgets, impacting Klaviyo's revenue.

What makes Klaviyo unique

  • Klaviyo integrates natively with customer data sources for seamless marketing automation.
  • The platform offers personalized marketing through AI-driven email and SMS campaigns.
  • Klaviyo's subscription model allows businesses to scale marketing efforts efficiently.

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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