Outreach

Senior Deal Desk Analyst

Outreach

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $90,000 - $110,000 per year

Job Level

Senior

Tech Stack

SFDC

About the role

  • 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
  • Infertility/ assisted reproductive services benefit
  • 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
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