Deal Desk Associate, Workato
$80-100k
+ Equity
Integration & workflow automation platform
Job no longer available
Integration & workflow automation platform
1001+ employees
Job no longer available
$80-100k
+ Equity
1001+ employees
Company mission
To help businesses streamline their operations by providing a platform to automate their work and integrate their stacks, all in one place.
Role
Who you are
- BS or equivalent education
- 2+ years of Deal Desk, Order Management, and/or Customer Success experience in a high-growth SaaS Company
- Expertise in deal structuring, with the ability to advise on booking and revenue recognition implications
- Proficient in Salesforce and Salesforce CPQ or similar CPQ tools
- Proven success in partnering with cross-functional teams, including various go-to-market teams (Sales, Customer Success, Sales Ops), Legal, and Finance
- Flexibility to work extended schedules during quarter-end cycles
- Strong collaboration skills, ability to adapt to a dynamic start-up environment with a passion for making an impact
- Excellent attention to detail and highly organized
- Ability to effectively prioritize tasks and manage time, even under high-pressure situations
- Ability to demonstrate practical judgment in complex situations
- Comfortable working in a fast-paced, high-volume environment
- Be proactive about solving problems and be ready to take on additional initiatives and responsibilities as they emerge
What the job involves
- We seek an exceptional Deal Desk Associate, Renewals, to join our growing team. In this role, you will play a crucial role in ensuring the smooth renewal process for our customers
- You will be responsible for various renewals-related tasks, including creating quotes, ensuring accurate pricing, updating opportunities, coordinating with the legal team for contractual changes, and managing the contract signing process
- Create quotes for renewal opportunities, ensuring accuracy and alignment with pricing models
- Guide Customer Success Managers (CSMs) on pricing and quoting best practices
- Update opportunities in our CRM system to reflect renewal progress and changes
- Coordinate with the legal team to manage any contractual changes during renewal
- Prepare and send out order forms and contracts for signature, ensuring timely completion
- Maintain accurate records in our CPQ system
- Provide reminders and assistance for renewals that push beyond their renewal date, ensuring minimal disruption for our customers
Our take
Many businesses struggle with lack of team integration. There are a plethora of handy apps available, and various teams within businesses often use different processes, tools, and software. This has led to many businesses attempting to patch together technologies and create ad-hoc solutions that fail when they need to be scaled. Workato allows businesses to integrate data and apps so that teams can collaborate and communicate securely.
Workato has built a single platform that integrates apps, processes, data, and user experiences to improve efficiency, communication, and business flexibility. There are many integration platforms available, such as SnapLogic and Mulesoft Anypoint Platform, however, Workato has aimed its platform at users who have minimal technical experience, rather than the IT team.
Workato has continued to expand its partnerships and workforce, and is well set to see further growth as it innovates its product offerings and capabilities. The company was recognized as a Leader in the 2023 Gartner® Magic Quadrant™ for Integration Platform as a Service, making five years it has participated and five years it has been recognized.
Steph
Company Specialist at Welcome to the Jungle
Insights
-7% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Nov 2021
$200m
SERIES E
Sep 2021
$110m
SERIES D
Total funding: $415m
Company benefits
- Flexible Working Arrangements: We maintain a hybrid remote work model and provide everyone with best of breed technology tools that enable them to work anywhere, anytime.
- Great Employee Benefits: Such as an Employee Assistance Programme (EAP), Health Insurance, Referral Bonuses, and Workato Stock Options, tailored to the countries that our employees are based in.
- Professional Development Opportunities: We support individual career ambitions, and set aside training programs and budgets they can tap on to upgrade both soft and hard skills.
- Dedicated Wellness: We make it a point to dedicate time to pause, recharge and get to know each other better.
- Recreation Time: From virtual game nights to fitness sessions, there's always time for a little fun on the calendars.
Company HQ
Palo Alto, CA
Leadership
Vijay Tella
(Co-Founder & CEO)Spent 15 years as an Engineer at Teknekron and TIBCO, before joining Oracle as CSO. They also served as CEO at Qik, and VP at Skype.
Harish Shetty
(Co-Founder & Strategic Advisor)Previously held leadership roles in engineering at TIBCO, Blink, and iProfile.
Salary benchmarks
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