Deal Desk Analyst
Deal Desk Analyst to work cross functionally with Sales, Finance and Legal to ensure efficient quoting, contracting, and document review.
From Fivetran’s founding until now, our mission has remained the same: to make access to data as simple and reliable as electricity.
About the Role
We’re looking for a Deal Desk Analyst who will work 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.
This is a full-time position based out of our Bangalore office.
Technologies You’ll Use
- SFDC, CPQ, Ironclad, Google Suite including Google Sheets, MS Wor
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 approval workflows for pricing, discounts and special terms for the sales and customer success teams using Deal Desk established guidelines and company best practices
- Implement existing deal and approval processes that support a high velocity sales motion
- Maintain an agreed upon Service level agreement (SLA) on approvals and deal review times
- Perform month-end and quarter-end marketplace 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
- Ability and interest in being the first set of eyes for certain standardized Fivetran customer agreements (NDAs, etc.) to help improve deal velocity
- 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
- Experience in either contracts, deal desk, or sales operations required
- Ability to work extended hours at end of month and end of quarter
- Experience using Salesforce and Salesforce CPQ
- 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
#LI-HYBRID
#LI-LA1
Perks and Benefits
- 100% employer-paid medical insurance**
- Generous paid time-off policy (PTO), plus paid sick time, inclusive parental leave policy, holidays, and volunteer days off
- RSU stock grants
- Professional development and training opportunities
- Company virtual happy hours, free food, and fun team-building activities
- Monthly cell phone stipend
- Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching, and self-guided mindfulness exercises for all covered employees and their covered dependents.
** *May vary by country and worker type - please reach out to your recruiter for more information
Click here to learn more about Fivetran's Benefits by Region.