Deal Desk Analyst

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Fivetran

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2012

💰 $565M Series D on 2021-09

Data Integration • Technology • Cloud Computing

Fivetran is a company that focuses on simplifying the process of data integration by providing automated data connectors that sync data from different sources into data warehouses, enabling seamless analytics and insights. Using a streamlined, fully-managed approach, Fivetran helps businesses consolidate their data infrastructure to ensure consistent data availability and reliability.

📋 Description

• 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. • Provide guidance to Account Executives on quoting in order to meet internal guidelines and maximize operational efficiencies • Own Salesforce Case resolution for quoting, pricing and contracting inquiries. • 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. • 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.

🎯 Requirements

• Experience using Salesforce, Salesforce CPQ required • Experience with a high volume of transactions and working directly with sales teams in a supportive capacity • Proven success in SaaS/B2B Industry, Deal Desk, Sales Operations and/or Order Management supporting commercial and enterprise customers/prospects • Expertise in navigating complex business process requirements and extreme attention to detail • Prior Deal Desk, Sales Operations or Order Management experience required • Ability to work extended hours at end of month and end of quarter • Experience with Ironclad or comparable CLM software preferable • Ability to work independently in fast paced environment while also embracing a very collaborative Deal Desk team

🏖️ Benefits

• 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.