Full Job Description
In this role, you will be responsible for all aspects of order management within the Sales Operations group and will have a diverse set of responsibilities. The Deals Desk Team plays a critical role in collaboration between Sales, Finance, Legal, Marketing and Product, and is a vital cog in the quote to cash cycle.
You will support our sales professionals and others through the design, implementation, and operational execution of end-to-end processes and tools.
Responsibilities:
• Process and validate orders for subscription, services and training products, ensuring accurate and "clean" bookings across Salesforce, DealHub and Ironclad, and resolving any processing issues with Sales and customers.
• Facilitate and coordinate opportunity/deal approvals to ensure accurate pricing, discounting and product configuration.
• Support high-value and strategic opportunities, ensuring deal information, stages and forecasts are accurate and up to date.
• Support quarter-end activities and deal reviews, proactively identifying blockers and helping drive opportunities through the approval and booking process.
• Ensure opportunities are documented accurately and in a timely manner in Salesforce by the Sales team.
• Maintain Deal Desk documentation, contractual templates, approval processes and workflows.
• Process contract signatures and maintain accurate records of executed customer agreements.
• Work closely with Direct Sales, Partner, Finance and Legal teams to support direct and channel transactions.
• Support invoicing reconciliation with Finance as required.
• Maintain and develop Salesforce reports and dashboards to support pipeline, forecasting and operational visibility.
• Assist with annual audits, including providing supporting documentation and walking auditors through Deal Desk processes and controls.
• Lead and support process improvement and automation initiatives across Deal Desk and Sales Operations.
• Provide training and enablement to the Sales team as new processes and procedures are implemented.
Qualifications
• 3 - 5 years of sales operations, deal desk or order processing experience
• Strong analytical skills and effective decision-making ability
• Proficient with Excel, Word, and Gsuite
• 3 - 5 year minimum experience using Salesforce CPQ, DocuSign, Ironclad or similar tools
• Strong oral and written communications and presentations skills
• Ability to organize and prioritize, maintain attention to detail, and work under critical time-frames
• Able to support traditional software company end of quarter peak timelines
Additional Information
You will have the opportunity to:
• Work with an established Silicon Valley leader in the cloud infrastructure industry;
• Work with exceptionally passionate, talented and engaging colleagues, helping Fortune 500 and Global 2000 customers implement next-generation cloud technologies;
• Be a part of cutting-edge, open-source innovation;
• Thrive in the high-energy environment of a young company where openness, collaboration, risk-taking, and continuous growth are valued;
• Professional development and training;
• Attend conferences and working groups;
• Company outings, happy hours, hackathons, and tech talks;
• Receive a competitive compensation package with a strong benefits plan.
