Providing business insight, pricing and product knowledge, as well as analytical support to Sales, including customer interaction
Being a sales-facing subject matter expert on deal structuring, processes, and policies
Cultivating and sustaining strong working relationships with pivotal business partners (e.g. Sales, Sales Operations, Finance, Legal, Support, etc.) to help facilitate the review and approval process
Building and reviewing a variety of order forms with differing levels of complexity for accuracy, while ensuring all required approvals, such as discounts and contractual terms, are obtained and clearly documented as well as being fully compliant with Outreach's internal policies
Assisting in delivering ongoing education and training to ensure Sales understanding of and compliance with all deal processes
Safeguarding and managing data quality in SFDC for all proposed and closed quotes/deals, which includes but is not limited to: customer expansions, new deal logos, commission levels and deal amounts, ensuring that all transactions adhere to internal revenue recognition policies and operational guidelines
Requirements
4+ years of experience (Finance/Order Processing role, tech preferred)
Demonstrated capability to build strong working relationships with internal business units
Demonstrated participation in process improvement initiatives and/or project management experience
Knowledge of Quote to Cash life cycle and understanding of SaaS pricing and licensing model a plus
Ability to work without supervision in a fast-paced high-tech environment
Experience in data analysis, modeling and/or financial analysis a plus
Proficiency with Salesforce.com and MS Excel is required
Experience with Zuora is a plus
Experience in software revenue recognition accounting a plus
Experience in structuring multi-element (subscriptions, services and support) contracts
Strong communication, organizational and problem-solving skills
Minimum of a Bachelor Degree in Finance/Accounting or a similar discipline
Location: Remote within the US in the ET time zone
Benefits
Flexible time off
401k to help you save for the future
Generous medical, dental, and vision coverage for full-time employees and their dependents
A parental leave program that includes options for a paid night nurse, and a gradual return to work
Employee referral bonuses to encourage the addition of great new people to the team
Snacks and beverages in the Office, along with fun events to celebrate
Diversity and inclusion programs that promote employee resource groups like Outreach Women's Network, Latinx community, Outreach Black Connection, AAPI community, Pride/LGBTQIA+, Gender+, Disability Community, and Veterans/Military
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisfinancial analysisorder processingprocess improvementproject managementQuote to Cash life cycleSaaS pricingstructuring contractsrevenue recognition accountingdata modeling
Soft skills
communicationorganizational skillsproblem-solvingrelationship buildingindependencetraininganalytical support
Certifications
Bachelor Degree in FinanceBachelor Degree in Accounting