
501 - 1000 employees
Founded 2009
💼 Consulting
📣 Marketing
🏦 Banking
💰 $300M Post-IPO Debt - Alkami Technology on 2025-03
Consulting • Marketing • Banking
Alkami Technology is a digital banking software company that provides a cloud-based Digital Sales & Service Platform for banks and credit unions. Its platform combines onboarding and account opening (via MANTL), digital banking, and data & marketing solutions to enable anticipatory, data-driven customer experiences, faster account origination, fraud protection, payment reporting, and personalized marketing. Alkami serves financial institutions (retail and business customers) and offers integrations, developer tools, and implementation support to drive deposit growth, reduce churn, and improve operational efficiency.
🔥 33 minutes ago
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501 - 1000 employees
Founded 2009
💼 Consulting
📣 Marketing
🏦 Banking
💰 $300M Post-IPO Debt - Alkami Technology on 2025-03
Consulting • Marketing • Banking
Alkami Technology is a digital banking software company that provides a cloud-based Digital Sales & Service Platform for banks and credit unions. Its platform combines onboarding and account opening (via MANTL), digital banking, and data & marketing solutions to enable anticipatory, data-driven customer experiences, faster account origination, fraud protection, payment reporting, and personalized marketing. Alkami serves financial institutions (retail and business customers) and offers integrations, developer tools, and implementation support to drive deposit growth, reduce churn, and improve operational efficiency.
• Process and validate standard deal requests, including quoting, pricing configuration, and order form preparation • Review deal submissions for completeness, policy compliance, and routing requirements • Support senior analysts on complex deal packages through data gathering, document preparation, and Salesforce/CPQ updates • Serve as the first point of contact for Sales inquiries about quote building, pricing, product configuration, and quote status • Maintain accurate deal records and documentation across CRM and CPQ systems • Submit, track, and manage Jira tickets with EA • Assist with contract and order form administration, version tracking, template management, and execution coordination • Generate routine deal desk reports and dashboards tracking queue volume, turnaround times, and open approvals • Apply deal desk policies, discount governance frameworks, and approval matrices • Participate in process improvement initiatives and document standard operating procedures
• 1+ years of experience in deal desk, sales operations or support, or a business operations role • Bachelor's degree in Finance, Business, Economics, or related field or equivalent work experience • High attention to detail and a structured approach to managing multiple tasks and deadlines simultaneously • Strong written and verbal communication skills; comfortable interacting with Sales teams and cross-functional stakeholders • Eagerness to learn SaaS commercial concepts including pricing, deal structures, and contract basics • Proficiency in Microsoft Excel/Google Sheets • Bachelor's degree in Business, Finance, or related field, or equivalent work experience • SaaS or FinTech exposure is a plus • Exposure to complex Product and Pricing structures • Familiarity with quote-to-cash processes • Experience supporting Sales Organizations or Operations, Revenue Accounting, or Invoicing • Intermediate Excel, GSuite, and SFDC skills including data and file ownership • Must be eligible to work in the US for full-time employment • Employment sponsorship is not available
• Remote-first environment • Unlimited paid time off • 401(k) with employer match • Diverse and inclusive environment • Equal employment opportunity
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