Senior Deal Desk Analyst, Outreach
$90-110k
More information about location
Sales execution platform
Posted today
Sales execution platform
1001+ employees
Posted today
$90-110k
More information about location
1001+ employees
Company mission
To change the way companies engage with their customers throughout their lifecycle.
Role
Who you are
- The right person for this job has a team player approach, the ability to work across departments with disparate needs, excels at problem solving through critical analysis, and is challenged by process review and continuous improvement
- 4+ years of experience (Finance/Order Processing role, tech preferred)Demonstrated capability to build strong working relationships with internal business units
- Demonstrated participation in process improvement initiatives and/or project management experience
- Knowledge of Quote to Cash life cycle and understanding of SaaS (Software as a Service) pricing and licensing model a plus
- Ability to work without supervision in a fast-paced high-tech environment
- Experience in data analysis, modeling and/or financial analysis a plus
- Proficiency withSalesforce.com and MS Excel is required
- Experience with Zuora is a plus
- Experience in software revenue recognition accounting a plus
- Experience in structuring multi-element (subscriptions, services and support) contracts
- Strong communication, organizational and problem-solving skills
- Minimum of a Bachelor Degree in Finance/Accounting or a similar discipline
What the job involves
- We are looking for a highly motivated, results-oriented Senior Deal Desk Analyst to join our team
- The deal desk team is a global team of 5 and we roll into the greater Finance organization. This role reports directly to the Senior Manager, Deal Desk
- The primary focus of this position will be to help structure profitable and compliant transactions that address the needs of a diverse set of internal corporate customers, maximize Outreach revenue, and increase the effectiveness and productivity of our sales success teams
- Providing business insight, pricing and product knowledge, as well as analytical support to Sales, including customer interaction
- Being a sales-facing subject matter expert on deal structuring, processes, and policies
- Cultivating and sustaining strong working relationships with pivotal business partners (e.g. Sales, Sales Operations, Finance, Legal, Support, etc.) to help facilitate the review and approval process
- Building and reviewing a variety of order forms with differing levels of complexity for accuracy, while ensuring all required approvals, such as discounts and contractual terms, are obtained and clearly documented as well as being fully compliant with Outreach's internal policies
- Assisting in delivering ongoing education and training to ensure Sales understanding of and compliance with all deal processes
- Safeguarding and managing data quality in SFDC for all proposed and closed quotes/deals, which includes but is not limited to: customer expansions, new deal logos, commission levels and deal amounts, ensuring that all transactions adhere to internal revenue recognition policies and operational guidelines
Our take
Alongside the longstanding problems of identifying and closing sales, Customer Relationship Management (CRM) has long faced challenges with poorly integrated technology, which has inspired a flurry of companies targeting efficiency in the sector. Outreach is a sales execution platform that enables users to build more pipeline, proactively fix deal risks, and make the best decisions to advance their deals across every moment of the sales cycle.
Outreach is a leader in its category; delivering a comprehensive suite of sales tools, and generating AI-driven insights from a rich set of industry data. The company's focus on AI, which included the development of a ‘knowledge AI assistant’ for salespeople, is what allowed it to get ahead in the market. There are numerous competitors in the space, however Outreach has proved to command investor respect, having achieved Unicorn status in 2020.
Outreach has continued to display good growth, and has become a mission-critical part of the revenue stack for many customers - of which it boasts over 5000 globally. Notable names served by the company include Siemens, Twilio, and zoom.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-3% employee growth in 12 months
Company
Funding (last 2 of 9 rounds)
Jun 2021
$200m
SERIES G
Jun 2020
$50m
SERIES F
Total funding: $527.3m
Company benefits
- Dental and vision coverage
- 401(K)
- Parental leave
- Flexible time off
- Work from home opportunities
- Health insurance
Company HQ
Interbay, Seattle, WA
Leadership
Manny Medina
(CEO)Manny was employee number three on Amazon’s AWS team, and led the Microsoft mobile division from launch.
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