Deal Desk Analyst

5 days ago

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Iterable

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The customer activation platform that helps brands deliver joyful experiences at massive scale.

Marketing Automation • SaaS • Growth Marketing • Email Marketing • Mobile Marketing

501 - 1000

💰 $200M Series E on 2021-06

Description

• Review pricing and contract structure to ensure alignment with business, legal, and finance requirements • Calculate margins on deals to ensure each opportunity is meeting gross margin targets • Enforce best practices for the quoting process, pricing guidelines, and overall Deal Desk processes • Be creative and solutions oriented by finding solutions to non-standard deals that still align with business rules • Escalate approvals to the appropriate business partners and functions for review and approval • Help streamline, standardize, and automate contracting processes to meet internal SLAs • Help manage current CPQ tool and make recommendations for future improvements • Help support sales with quote and order form creation, including making edits inside of the CPQ system and manually updating order forms • Review incoming bookings by ensuring all documentation is attached and data is entered accurately • Help manage data integrity and reporting in Salesforce • Help maintain and develop internal documentation relating to standard operating procedures

Requirements

• 2 + years experience in a Deal Desk, Order Management, and/or Revenue Operations role/responsibilities • Experience in CRM and CPQ tools (Salesforce.com) • Can be self-sufficient and self-managed, especially during crunch time • Detail-oriented and has an analytical approach to proactively solving problems • Strong collaborator with multiple functions with well-versed interpersonal skills in both verbal and written communication • Previous experience driving and managing projects independently • Willingness and eagerness to learn on the job • Ability to work and adapt to change in a fast-paced environment • Strong Microsoft Office, GSuite, and Adobe skills

Benefits

• Paid parental leave • Competitive salaries, meaningful equity, & 401(k) plan • Medical, dental, vision, & life insurance • Balance Days (additional paid holidays) • Fertility & Adoption Assistance • Paid Sabbatical • Flexible PTO • Monthly Employee Wellness allowance • Monthly Professional Development allowance • Pre-tax commuter benefits • Complete laptop workstation