Deal Desk Manager
Posted on 3/29/2023
INACTIVE
Locations
Cambridge, MA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Data Analysis
Marketing
Sales
Salesforce
Excel/Numbers/Sheets
Requirements
- Proven success in a Deal Desk function in the Enterprise SaaS/B2B Industry
- Proven success partnering with Go-to-Market Teams and other cross functional departments
- Strong experience in Direct and Channel Sales models
- Interest in finance and the quantitative side of the business
- Experience in setting up processes and contract/legal negotiations with SMEs
- Strong understanding of software revenue recognition and order process principles
- Highly organized, customer-focused, innovative and strong attention to details
- Strong business acumen, strong reporting and analytics, troubleshooting, problem-solving, and project management skills
- Excellent communicator, self-aware, transparent, professional, and open to feedback
- Ability to multitask and prioritize at times of high volume, schedule flexibility during End of Month, End or Quarter
- Strong quantitative skills and highly proficient in gSuite, Salesforce.com, Zuora or similar CPQ tools
- You share our values, and work in accordance with those values
- 3+ years of experience in Deal Desk and deal structuring
- Demonstrated ability to work effectively in a team environment with diverse stakeholders across Finance, Sales, Pricing, Legal, Systems
- Ability to analyze, model and recommend the best course of action for complex pricing, negotiations, and business situations; quantitative experience required
- Expert knowledge in Microsoft Excel (modeling/analysis) - and strong knowledge of end-to-end Quote to Cash Processes. (experience with Salesforce, Mode, and Stripe is preferred)
- Some understanding of software revenue recognition issues preferred, including revenue recognition under ASC 606
- Ability to manage multiple variables, and toggle approach within defined parameters as well as the ability to drive rapid, but fact-based decision-making with imperfect data
- Strong negotiation skills with experience supporting customer negotiations (contract development is preferred)
Responsibilities
- Serves as the primary advisor to Sales, Marketing, Business Intelligence/Operations and Customer Success teams on deal and contract related matters, advising the team on alternative options, and/or value propositioning to help drive deal closures
- Works closely with finance to assess deal profitability and margin structure
- Coordinates outreach to outside counsel for commercial transactions
- Advises on approval processes, approves exceptions as necessary
- Assists to interpret contractual language and escalate to ensure deals comply with revenue recognition and operational policies
- Develops and drives initiatives to improve productivity, Deal Desk improvements, company deal policies and simplifying processes throughout the Sales Operations and Sales Organization
- Partners with Sales Operations on process/system improvements, sales enablement and special projects
- Owns deal document repository: terms of service, NDAs, privacy policy
- Delivers relevant training to new and existing Sales reps on Deal Desk, Negotiation, Order Booking, and overall best practices
Wistia is the video platform of choice for business.
Company Overview
Wistia's mission is to make business more human. This isn’t a mission that can be accomplished in a few years ; it’s something they'll work on for many decades to come, which is why they care so much about long-term thinking and decision-making. Decisions and efforts that prioritize the long-term success of their company have an outsized impact on their individual careers, culture, the financial health of business, and ultimately the ability to achieve their mission.
Benefits
- Competitive salary + profit sharing
- Flexible, unlimited vacation policy
- Healthy (and non-healthy!) snacks and beverages
- 401(k), plus a company contribution
- Fully paid health + dental insurance
- Life + long term disability insurance
- 16 weeks paid parental leave
- Transportation subsidies for your preferred mode
- Personal budget for professional development
- Lenny the Office Dog
Company Core Values
- Long-term company thinking
- Creativity
- Presentation
- Simplicity