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Deal Desk Analyst
Location: Remote
The Finance Department is looking for a Deal Desk Analyst to be part of a hard-working dynamic organization that can execute and process a range of deals that vary in complexity, and displays attention to detail for customer sales orders on a global scale. The primary focus will be supporting the Sales organization with customer deals and driving efficiency throughout the process that compliments the Quote to Close/ Cash process. All deals must be processed within departmental guidelines, timely delivery of the customer product and services, and quality. The ideal candidate will also demonstrate the ability to evaluate and utilize the system and his/ her process expertise to address sales and customer issues through resolution. The Deal Desk Analyst will navigate through the SFDC and customer account information to determine the accuracy or potential issue(s) that need to be resolved before processing and or escalation. Key tasks for this role will be to partner with key stakeholders (Finance, Accounting, Legal, Sales, Services, etc.) and take ownership of all escalations and job duties with minimal supervision.
What you will be doing:
- Support sales teams in pricing, quoting, and discounting, and facilitate order form preparation, obtaining approvals, contract execution, and order processing.
- Advise Sales on deal structure, while maintaining alignment with finance, product, and legal best practices.
- Think strategically and creatively when designing deals to propose solutions that fit the customer’s unique needs while maximizing revenue for Heap.
- Work closely with Revenue Operations, Finance, and Legal to ensure all contracts are accurate and compliant with internal policies
- Provide end-of-deal guidance around eliminating barriers to signature, including explanation and negotiation of business contract terms.
- Review all executed contracts and convert sales opportunities to closed/won in Salesforce
- Partner with Accounting to review revenue recognition and billing concerns for non-standard deal structures
- Partner with Legal and Finance to document non-standard terms or commitments in contracts
- Continually evaluate opportunities to maximize efficiency in the quote-to-cash process by executing all Deal Desk activities with focus on updating existing and/or creation of new processes, policies, and systems to reduce friction and improve the internal and external customer experience
- Collaborating with the other departments, prepare and execute a roadmap to operate the Deal Desk function at scale as a public company
What we are looking for:
- Team player mindset, taking satisfaction from sales representatives closing deals and teams making quota
- Maniacal focus on small and large improvements to give the best tools and experience possible to Sales
- Works well under pressure, with excellent prioritization and timely and transparent communication
- Has an eye for detail but also an ability to refer back to the big picture
- Values getting stuff done
- Deep understanding and experience with Salesforce and CPQ
- Excellent written and verbal communication, including effective presentations to Sales and other audiences
- 2-4 years of Deal Desk or Quote-to-Cash experience
- BA/BS in relevant field
- Experience with global salesforce, customers, and deal desk function
- Passion, humility, and a sense of humor are a must
Core Competencies: To be successful in this role, you must be able to demonstrate:
- Initiative: Identifying what needs to be done and doing it before being asked or before the situation requires it.
- Technical Expertise: The ability to demonstrate a depth of knowledge and skill in Deal Desk Support.
- Results Orientation: The ability to focus on the desired result of one’s own or one’s unit’s work, setting challenging goals, focusing effort on the goals, and meeting or exceeding them.
- Flexibility: Openness to different and new ways of doing things
- Thoroughness: Ensuring that one’s own work is complete and accurate; carefully preparing for meetings and presentations; following up with others to ensure that agreements and commitments have been fulfilled.
For New York City-based candidates, the base pay for this role is anticipated to be between $60,000-$70,000. The anticipated base pay range is based on information as of the time this post was generated. Actual compensation for successful candidates will be carefully determined based on a number of factors, including their skills, qualifications, and experience.
People are what make Heap awesome. Regardless of age, education, ethnicity, gender, sexual orientation, or any personal characteristics, we want everyone to feel welcome. We are committed to building a erse and inclusive equal opportunity workplace everyone can call home.
Heap has raised $95M in funding from NEA, Y Combinator, Menlo Ventures, SVAngel, Sam Altman, Garry Tan, Alexis Ohanian, Harj Taggar, Ram Shriram, and others. We offer plenty of awesome benefits, and we were named #1 on Glassdoor’s Best Places to Work (SMB). We’d love to hear from you!
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