We’re looking for a detail-oriented and self motivated Deal Desk Associate to join our team and support our revenue generating teams in efficiently moving their deals through the process from quote to close.

As a Deal Desk Associate, your mission will be to manage the sales order process, pricing and deal structuring for our organization. You will work closely with the sales, customer success, finance, legal and operations teams to ensure that deals are accurately structured and executed in a timely manner. You should be excited about the opportunity to join a growing team and help mold the Deal Desk function. You’ll be a great fit for this role if process, financial acumen and teaching come naturally to you.

What you’ll do:

• Act as a point of contact for sales and customer success teams regarding deal structuring and pricing
• Review sales orders to ensure accuracy and compliance with company policies, as well as all legal and regulatory requirements
• Develop and maintain relationships with key stakeholders including sales, customer success, finance, legal and operations teams
• Provide guidance and recommendations on deal structuring

How success will be measured in this role:

• Reduced errors on contract creation
• Streamlined approval processes clearly outlined and supported by internal partners
• KPI and SLA development and adherence within Deal Desk

If the details below describe you, you could be a great fit for this role:

• At least 3 years professional experience, with 2-3 years of experience in sales operations, revenue operations, or on a deal desk 
• Background in SaaS or at a company with a recurring subscription model (B2B preferred)
• Proficiency in CRM Software (Salesforce preferred), CPQ or contracting systems (Revops.io preferred), and comfort with tools including Microsoft Office, Slack, and Asana
• Comfort with concept of deal approvals and redlines
• Attention to detail - you are able to maintain a high level of ownership and accuracy
• Excellent communication skills - you can effectively explain complex concepts across all departments and levels
• Process-driven - you value process in your problem solving and can inspire others to adopt and internalize new and existing guidelines
• Prioritization skills - you thrive while managing changing priorities
• Self starter - you understand how the work fits into the big picture

Interview Overview

• Below you’ll find an outline of the interview plan for our Deal Desk Associate role. Please note that this is what we expect the process to look like; we may ask you for supplemental information or require an additional step before making a final decision.

  • 30 min interview with a member of our Talent Team
  • A 1 hour zoom interview with the hiring manager 
  • Take-home assignment (30 mins max) 
  • A final interview with several team members

Salary

In the US, the base salary for this role is between $61,000 and $79,000, depending on skills and experience. Total compensation for this role consists of base salary and a quarterly bonus plan. We take a geo-neutral approach to compensation within the US, meaning that we pay based on job function and level, not location. For all other countries, we have competitive pay bands based on market standards.

Individual compensation decisions are based on a number of factors, including experience level, skillset, and balancing internal equity relative to peers at the company. We expect the majority of the candidates who are offered roles at our company to fall healthily throughout the range based on these factors. We recognize that the person we hire may be less experienced (or more senior) than this job description as posted. If that ends up being the case, the updated salary range will be communicated with you as a candidate.