Senior Deal Desk Analyst

About the Role

Fivetran is building data pipelines to power the modern data stack for thousands of companies.

The Senior Deal Desk Analyst works cross functionally as part of the global Deal Desk team, collaborating with Sales, Finance and Legal, to ensure efficient quoting, contracting, document review and accuracy to increase deal velocity and processing in Fivetran systems. The right person has a strong background in supporting a high volume as well as a complex contracting sales organization and excellent customer service skills. Teamwork, collaboration and experience with Enterprise business are critical to the success of the right candidate.

This is a full-time, hybrid position based out of our Oakland office. Our hybrid work model offers a blend of remote flexibility and in-person collaboration, including two days in the office each week to connect and build as a team.

Technologies You’ll Use

• Salesforce CPQ

• Ironclad

What You’ll Do

• Act as a liaison for sellers between multiple groups (ie: sales ops, finance, product, sales leadership, legal) to help facilitate timely and accurate deal closure.

• Manage complex, nonstandard, predominantly Enterprise deals with multiple cross-functional partners

• Provide guidance to Account Executives/Sales Management on deal structures in order to meet customer requirements and maximize ARR.

• Partner with Finance and Legal teams to craft contractual language to ensure transactions comply with revenue recognition and business operational policies.

• Manage quote and contract approval workflows for pricing, discounts and special terms for the sales teams using Deal Desk established guidelines and company best practices.

• Maintain an agreed upon Service level agreement (SLA) on approvals and deal review times.

• Perform month-end and quarter-end closing activities to ensure completeness and accuracy of contracts, order forms and other document review and reporting.

• Participate in training activities for new quote and contracting processes for the sales organization.

• Identify and support process improvement efforts to streamline current procedures

• Cross-train with other Deal Desk functions to provide global coverage of quote, contracting and order management functions.

Skills We’re Looking For

• Experience working directly with high volume as well as complex sales teams in a supportive capacity

• Proven success in SaaS/B2B Industry, Deal Desk, Sales Operations supporting large enterprise customers/prospects.

• Expertise in navigating revenue recognition requirements in private/publicly held companies, including experience partnering with Revenue leadership on deal structures optimizing revenue recognition compliance.

• Experience advising sales on complex deal structures, contract terms, etc.

• Prior deal desk, or sales operations experience required

• Ability to work extended hours at end of month and end of quarter

• Experience using Salesforce, Salesforce CPQ, and Ironclad or comparable CLM software

• Ability to work independently in fast paced environment

• Demonstrated capability to build strong working relationships with internal business units

• Strong customer service skills and a great attitude

Bonus Skills​

• Ironclad

As part of our commitment to setting new hires up for success, all new sales team members attend a one-week, in-person Revenue Bootcamp during their second week at Fivetran. This bootcamp, held at one of our designated company locations, requires travel and is a mandatory part of the onboarding process.

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