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The Senior Deal Desk Analyst works cross functionally as part of the global Deal Desk team, collaborating with Sales, Finance and Legal, to ensure efficient quoting, contracting, document review and accuracy to increase deal velocity and processing in Fivetran systems.
Job Responsibility:
Act as a liaison for sellers between multiple groups (ie: sales ops, finance, product, sales leadership, legal) to help facilitate timely and accurate deal closure
Manage complex, nonstandard, predominantly Enterprise deals with multiple cross-functional partners
Provide guidance to Account Executives/Sales Management on deal structures in order to meet customer requirements and maximize ARR
Partner with Finance and Legal teams to craft contractual language to ensure transactions comply with revenue recognition and business operational policies
Manage quote and contract approval workflows for pricing, discounts and special terms for the sales teams using Deal Desk established guidelines and company best practices
Maintain an agreed upon Service level agreement (SLA) on approvals and deal review times
Perform month-end and quarter-end closing activities to ensure completeness and accuracy of contracts, order forms and other document review and reporting
Participate in training activities for new quote and contracting processes for the sales organization
Identify and support process improvement efforts to streamline current procedures
Cross-train with other Deal Desk functions to provide global coverage of quote, contracting and order management functions
Requirements:
Experience working directly with high volume as well as complex sales teams in a supportive capacity
Proven success in SaaS/B2B Industry, Deal Desk, Sales Operations supporting large enterprise customers/prospects
Expertise in navigating revenue recognition requirements in private/publicly held companies, including experience partnering with Revenue leadership on deal structures optimizing revenue recognition compliance
Experience advising sales on complex deal structures, contract terms, etc.
Prior deal desk, or sales operations experience required
Ability to work extended hours at end of month and end of quarter
Experience using Salesforce, Salesforce CPQ, and Ironclad or comparable CLM software
Ability to work independently in fast paced environment
Demonstrated capability to build strong working relationships with internal business units
Strong customer service skills and a great attitude
Nice to have:
Ironclad
What we offer:
100% employer-paid medical insurance
Generous paid time-off policy (PTO), plus paid sick time, inclusive parental leave policy, holidays, and volunteer days off
RSU stock grants
Professional development and training opportunities
Company virtual happy hours, free food, and fun team-building activities
Monthly cell phone stipend
Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching, and self-guided mindfulness exercises for all covered employees and their covered dependents