About The Position

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.

Requirements

  • 2+ years of sales operations order processing experience
  • Strong analytical skills and effective decision-making ability
  • Proficient with Excel, Word, and Gsuite
  • 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

Nice To Haves

  • Salesforce or CRM system administrator experience a plus

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.

Benefits

  • 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
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