Deal Desk & Renewal Operations Specialist/Manager, Eltropy
Office located in Santa Clara, CA
Unified conversation platform for credit unions & community banks
Be an early applicant
Unified conversation platform for credit unions & community banks
201-500 employees
Be an early applicant
Office located in Santa Clara, CA
201-500 employees
Company mission
Top create a world where millions of people can access the best financial products & services, anytime, anywhere.
Role
Who you are
- 8-10 years of experience in Deal Desk, Sales Operations, Revenue Operations, or a related field, preferably in a SaaS company
- Strong understanding of B2B SaaS pricing models, contract structures, and revenue recognition principles
- Proficiency in CRM systems (Salesforce preferred), CPQ tools, and Excel/Google Sheets for pricing analysis
- Excellent analytical skills and attention to detail
- Strong communication and negotiation skills to collaborate with cross-functional teams
- Ability to work in a fast-paced, high-growth environment with shifting priorities
- Bachelor's degree in Business, Finance, or a related field
What the job involves
- We are looking for a Customer-Facing Deal Desk & Renewal Operations Specialist/Manager to support our Sales and Customer Success teams by optimizing deal structuring, pricing approvals, contract execution, and renewal management
- This role serves as a key point of contact for customers, ensuring a smooth and transparent deal experience while aligning with internal policies and revenue goals
- Act as a trusted advisor to Sales and Customer Success teams, guiding them and customers through deal structuring, pricing, and contract negotiations
- Engage directly with customers to provide clarity on pricing, terms, and approval processes
- Ensure all deals align with company policies, revenue recognition guidelines, and profitability goals
- Support non-standard deal approvals, including pricing exceptions and custom contract terms
- Own the renewal process, ensuring timely renewals and minimal churn
- Work closely with Customer Success and Account Management teams to track upcoming renewals and expansion opportunities
- Provide guidance on renewal pricing strategies, upsell/cross-sell opportunities, and contract negotiations
- Develop and optimize renewal forecasting models to support revenue planning
- Manage the end-to-end deal desk process, ensuring efficiency and accuracy in deal execution
- Partner with Sales Operations to improve CRM (Salesforce, HubSpot, or equivalent) workflows
- Identify bottlenecks in the sales cycle and recommend process improvements
- Monitor deal performance metrics and provide insights to Sales leadership
- Develop dashboards and reports to track approval trends, discounting patterns, and deal cycle efficiency
- Provide recommendations to enhance sales forecasting accuracy
- Work closely with Sales, Finance, Legal, and Customer Success teams to ensure seamless deal execution
- Support Sales Enablement initiatives by training sales teams on deal desk processes and policies
- Collaborate with Product and Engineering to provide feedback on pricing strategy and product bundling
- Evaluate pricing discount requests
- Provide insights and recommendations to sales teams to enhance deal profitability
- Assist in the development of pricing models and discount frameworks
- Lead and mentor junior deal desk specialists, ensuring best practices are followed
- Identify process improvements and implement automation in deal desk and renewal operations using Salesforce, CPQ, and subscription management tools
- Develop and deliver training sessions for sales teams on deal desk policies and renewal strategies
- Collaborate with finance and legal teams to enhance contract efficiency and compliance
Our take
Eltropy is on a mission to lead financial institutions (FIs) into the digital revolution with its communications platform, enabling FIs to engage with customers securely and in full compliance. Already trusted by over 650 credit unions and community banks - including First Alliance and FiCare -the company is making waves in the sector.
As the demand for secure customer interactions continues to rise, Eltropy has seen a surge in adoption of its solutions. A strategic investment from K1 in 2021 fuled the company's ability to scale operations and enhance its digital communications platform, positioning it to meet the growing demand.
And in 2023, it expanded its footprint further, partnering with banks like TruWest to roll oput advanced video banking solutions, including the fraud-busting 'video verify'. Additionally, a collaboration with the automated origination platform, Origence, is improving communication across the credit industry, helping institutions stay ahead in an increasingly digital world.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- Generous time off: Recharge and reconnect with generous paid company holidays
- Work-life balance: Open communication, support, and resources for maintaining balance
- Own your success: Be a part of Eltropy's growth story with generous ESOPs
- Family matters: Put your family first with paid parental leaves & team support
- Perks you'll love: Reimbursements, office lunch, & beautiful new office spaces
Company HQ
Santa Clara, CA
Leadership
Ashish Garg
(Co-Founder & CEO)Previously co-founded Oodio.net, acting as a Board Member. Experience as CEO for BITS Pilani Alumni Association.
Chandra Bhople
(Co-Founder & CTO)Previously co-founded and acted as Director for Business & Engineering Schools.
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