Review and evaluate deals for policy alignment, internal compliance, and booking accuracy.
Act as a trusted advisor for Sales, working with Legal, GTM Operations, and various other business partners to guide deals towards closure and be able to have strategic conversations about commercial aspects of deals.
Assist with all aspects of deal management including: deal approvals, deal configuration/structuring, pricing, and escalation of non-standard requests.
Support Finance teams during month end close and audit review cycles to ensure deals are accurately reconciled between systems and statement of record.
Educate Sales teams on process changes, policy updates, and Deal Desk best practices to improve deal velocity.
Work cross functionally with GTM Operations, Billing, Revenue, Collections to improve deal processes while ensuring efficient, scalable processes.
Provide analytical insight and identify trends into day to day metrics to assess efficiency of deal processes.
Represent the Finance team in cross-functional projects to support selling activities, product releases, and process improvements.
Perform ad-hoc Deal Desk duties as required.
Requirements
5+ years of deal desk experience
Demonstrated ability to work effectively in a fast paced environment with diverse stakeholders across Finance, Sales, Legal, GTM Operations.
Strong knowledge of the end-to-end Quote to Cash process for SaaS companies, having experience in both a subscription based as well as consumption based subscription environment.
Strong organizational and execution skills and ability to manage multiple competing priorities.
Ability to make and drive process improvements.
Previous experience working with SaaS Finance teams with understanding of software revenue recognition issues, including revenue recognition under ASC 606
Strong analytical and problem solving skills to make informed decisions
Ability to work quickly and make fact-based-decisions with imperfect data.
Clear communicator with ability to express ideas clearly and effectively
Ability to handle peak month-end and end-of-quarter volumes during a time sensitive environment.
Benefits
100% covered medical, dental, and vision benefits with dependents coverage
16 weeks fully-paid parental Leave for all new parents
Health & wellness and remote workplace stipends
Family planning benefits through Carrot Fertility
401(k) matching
Flexible work hours and location
Open PTO policy
11 paid holidays in the US
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
organizational skillsexecution skillscommunication skillsability to manage prioritiesability to work in fast-paced environmentability to make fact-based decisionsability to handle time-sensitive situationstrusted advisorcross-functional collaborationeducational skills