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Deal Desk Analyst Jobs
Company | Payscale |
Address | United States |
Employment type | CONTRACTOR |
Salary | |
Category | Software Development |
Expires | 2023-07-27 |
Posted at | 11 months ago |
Description
- Reviewing, compiling and sending clean copies of contracts for signature via DocuSign.
- Coordinating with Finance or Legal to approve non-standard requests and then set up CPQ and Salesforce accordingly in order to execute.
- Creating and updating Quotes in Salesforce CPQ according to the Revenue and Customer Success Approval Matrix.
- Processing requests via email and Salesforce queues to update language, formatting and/or Order details on an Order Form within SLAs.
- Month 6: Within 6 months, you will be able to handle nearly all requests self-sufficiently and adding to the “Deal Desk Manual” as you encounter new requests.
- Month 12: Within 12 months, you will be recommending and implementing process improvements for the team.
- Month 3: Within 3 months, you will have a working understanding of quoting in Salesforce CPQ and how to apply our approval matrix for non-standard terms.
- 2+ years in a sales support, contracting, or deal desk role
- Experience with Salesforce and SaaS accounting principles
- Ability to discuss CPQ errors with Salesforce developers, a plus!
- Organization to keep up with multiple open requests while waiting for responses
- Prioritization when everything feels urgent, such as end of quarter
- Effective communication across various departments and levels in the organization
- Adobe Acrobat
- Microsoft Word
- Salesforce, especially CPQ
- DocuSign, or similar tool
- Voted Seattle’s and Boston’s best places to work according to Built In 2022.
- Voted one of Seattle’s companies with the best benefits according to Built In 2022.
- Be Customer first, customer centric
- Respect every individual, work as a team
- Commit to excellence (we give our best everyday)
- Have a Bias towards action
- Make Data driven decisions
- Access to continued learning & development opportunities with dedicated quarterly learning hours and courses offered via Workramp
- Regular opportunities for executive leadership exposure through things like AMAs
- Monthly company All Hands meetings
- Our commitment to a continuous feedback culture which allows us to drive performance and career growth
- And more!
- A growing network of employee resource groups
- 15 Paid Company Holidays, including an extended Fourth of July break, World Mental Health Day, and Juneteenth
- 12 weeks of paid parental leave for birthing or non-birthing parents
- Health Savings Account (HSA) options and company contribution each pay period
- Flexible Spending Account (FSA) options for pre-tax employee allocations
- Unlimited Infertility coverage benefits through our medical plans
- A comprehensive benefits plan including medical, dental, life, vision, disability, and life insurance covered up to 100% by Payscale
- 401(k) retirement program with a fully vested immediate company match
- Flex Paid Time Off, giving you flexibility to rest, relax and recharge away from work.
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