Deal Desk Specialist
To see similar active jobs please follow this link: Remote Finance jobs
Restaurant365 is a SaaS company disrupting the restaurant industry! Our cloud-based platform provides a unique, centralized solution for accounting and back-office operations for restaurants. Restaurant365’s culture is focused on empowering team members to produce top-notch results while elevating their skills. We’re constantly evolving and improving to make sure we are and always will be “Best in Class” ... and we want that for you too!
In this role, the Deal Desk Specialist/Analyst will work with the Manager, Deal Desk and team to help build out the next phase of Deal Desk operations at Restaurant365. The Deal Desk Specialist/Analyst isa very important role within our Sales Operations group. You will be responsible for creating and maintaining accurate pricing and contract data inside the CPQ module of Salesforce. And will be responsible for assisting sales in navigating complex internal and/or external requirements to structure mutually beneficial agreements with prospects and customers.
This role will first focus on processing and approving standard and complex non-standard deals, activating billing, and enabling software features. And will be working on making the process more efficient, effective, and value-add being a key cross-functional figure working closely with key stakeholders across the Company. This position is a diligent and analytical critical thinker with a passion for working smart and who thrives in a fast-paced and collaborative environment.
How you'll add value:
Serve as trusted advisor to the Sales team on deal structure and quoting, advises the team on alternative contract options and/or value propositioning to help drive deals to closure
Work cross-functionally to approve new sales quotes, orders, amendments, and contract renewals using Salesforce and Salesforce CPQ
Manage customer contracts and data in Salesforce, Workfront, Monday.com, and other systems as needed
Perform account reconciliations to ensure customer subscriptions are accurate and notify internal representatives and customers of account modifications
Assisting in documenting and offer recommendations to sales processes and policies using flowcharts and maintain document libraries
Adhere to the product catalog, price books, and sales trading guidelines
Supports all commercial related activities including, but not limited to, deal structuring, contract creation, pricing, review, and approval for offers, contract management and providing support to field sales for quoting purposes
Act as a Sales-facing subject matter expert on process, policy, and pricing related matters
Manage pipeline integrity/accuracy, review CPQ cleanup dashboard regularly, and provide CPQ reporting as needed
Monitors and responds to Sales support case queue in FreshDesk/Salesforce, and deal-desk-team Slack channel consistently maintaining case SLAs
Partner with sales operations to participate in driving process improvements and system upgrades in all areas including Salesforce CPQ
Assist Sales teams in creating and positioning complex orders, which involves acting as the liaison between Sales and other key stakeholders involved in the deal structuring process (e.g. Sales Operations, Finance, Legal, Service, etc.)
Must be open to working extended hours at month end, quarter end, and as needed
Partners with Sales Operations and Sales teams to facilitate process and system improvement
Perform additional deal desk activities related to the above, as may be required from time to time
Other duties as assigned
What you'll need to be successful in this role:
At least 3+ years of demonstrated and related experience in any of the following areas: deal desk operations, sales, sales operations, order operations, financial operations, and/or revenue accounting for in the SaaS/B2B industry
Demonstrated ability to partner with GTM teams and other cross-functional departments
Proficient in MS Excel and in Salesforce CRM or CPQ
Strong business acumen, strong reporting and analytics, troubleshooting, problem-solving, and project management skills
Ability to think from both a strategic and tactical perspective
Basic understanding of revenue recognition rules
Excellent organization, time management and prioritization skills; ability to manage multiple, time-sensitive requests independently but also collaboratively with minimal supervision at times
Demonstrated ability to communicate and partners across the organization
Ability to exercise independent judgement and make business decisions effectively
Strong written and verbal communication skills
WHAT MAKES YOU STAND OUT
Understanding of revenue recognition principles
Understanding of Salesforce CPQ
Knowledge of Sage Intacct
Experience in both Direct and Channel sales model
Experience working in both startups and public companies with high growth
Understanding of usage billing
R365 Team Member Benefits & Compensation
This position has a salary of $95,000. The above range represents the expected salary range for this position. The actual salary may vary based upon several factors, including, but not limited to, relevant skills/experience, time in the role, business line, and geographic location. Restaurant365 focuses on equitable pay for our team and aims for transparency with our pay practices.
Comprehensive medical benefits, 100% paid for employee
401k + matching
Equity Option Grant
Unlimited PTO + Company holidays
Wellness initiatives
#BI-Remote
$95,000 - $95,000 a year
R365 is an Equal Opportunity Employer and we encourage all forward-thinkers who embrace change and possess a positive attitude to apply.
About the job
Deal Desk Specialist
To see similar active jobs please follow this link: Remote Finance jobs
Restaurant365 is a SaaS company disrupting the restaurant industry! Our cloud-based platform provides a unique, centralized solution for accounting and back-office operations for restaurants. Restaurant365’s culture is focused on empowering team members to produce top-notch results while elevating their skills. We’re constantly evolving and improving to make sure we are and always will be “Best in Class” ... and we want that for you too!
In this role, the Deal Desk Specialist/Analyst will work with the Manager, Deal Desk and team to help build out the next phase of Deal Desk operations at Restaurant365. The Deal Desk Specialist/Analyst isa very important role within our Sales Operations group. You will be responsible for creating and maintaining accurate pricing and contract data inside the CPQ module of Salesforce. And will be responsible for assisting sales in navigating complex internal and/or external requirements to structure mutually beneficial agreements with prospects and customers.
This role will first focus on processing and approving standard and complex non-standard deals, activating billing, and enabling software features. And will be working on making the process more efficient, effective, and value-add being a key cross-functional figure working closely with key stakeholders across the Company. This position is a diligent and analytical critical thinker with a passion for working smart and who thrives in a fast-paced and collaborative environment.
How you'll add value:
Serve as trusted advisor to the Sales team on deal structure and quoting, advises the team on alternative contract options and/or value propositioning to help drive deals to closure
Work cross-functionally to approve new sales quotes, orders, amendments, and contract renewals using Salesforce and Salesforce CPQ
Manage customer contracts and data in Salesforce, Workfront, Monday.com, and other systems as needed
Perform account reconciliations to ensure customer subscriptions are accurate and notify internal representatives and customers of account modifications
Assisting in documenting and offer recommendations to sales processes and policies using flowcharts and maintain document libraries
Adhere to the product catalog, price books, and sales trading guidelines
Supports all commercial related activities including, but not limited to, deal structuring, contract creation, pricing, review, and approval for offers, contract management and providing support to field sales for quoting purposes
Act as a Sales-facing subject matter expert on process, policy, and pricing related matters
Manage pipeline integrity/accuracy, review CPQ cleanup dashboard regularly, and provide CPQ reporting as needed
Monitors and responds to Sales support case queue in FreshDesk/Salesforce, and deal-desk-team Slack channel consistently maintaining case SLAs
Partner with sales operations to participate in driving process improvements and system upgrades in all areas including Salesforce CPQ
Assist Sales teams in creating and positioning complex orders, which involves acting as the liaison between Sales and other key stakeholders involved in the deal structuring process (e.g. Sales Operations, Finance, Legal, Service, etc.)
Must be open to working extended hours at month end, quarter end, and as needed
Partners with Sales Operations and Sales teams to facilitate process and system improvement
Perform additional deal desk activities related to the above, as may be required from time to time
Other duties as assigned
What you'll need to be successful in this role:
At least 3+ years of demonstrated and related experience in any of the following areas: deal desk operations, sales, sales operations, order operations, financial operations, and/or revenue accounting for in the SaaS/B2B industry
Demonstrated ability to partner with GTM teams and other cross-functional departments
Proficient in MS Excel and in Salesforce CRM or CPQ
Strong business acumen, strong reporting and analytics, troubleshooting, problem-solving, and project management skills
Ability to think from both a strategic and tactical perspective
Basic understanding of revenue recognition rules
Excellent organization, time management and prioritization skills; ability to manage multiple, time-sensitive requests independently but also collaboratively with minimal supervision at times
Demonstrated ability to communicate and partners across the organization
Ability to exercise independent judgement and make business decisions effectively
Strong written and verbal communication skills
WHAT MAKES YOU STAND OUT
Understanding of revenue recognition principles
Understanding of Salesforce CPQ
Knowledge of Sage Intacct
Experience in both Direct and Channel sales model
Experience working in both startups and public companies with high growth
Understanding of usage billing
R365 Team Member Benefits & Compensation
This position has a salary of $95,000. The above range represents the expected salary range for this position. The actual salary may vary based upon several factors, including, but not limited to, relevant skills/experience, time in the role, business line, and geographic location. Restaurant365 focuses on equitable pay for our team and aims for transparency with our pay practices.
Comprehensive medical benefits, 100% paid for employee
401k + matching
Equity Option Grant
Unlimited PTO + Company holidays
Wellness initiatives
#BI-Remote
$95,000 - $95,000 a year
R365 is an Equal Opportunity Employer and we encourage all forward-thinkers who embrace change and possess a positive attitude to apply.