Senior Deal Desk Analyst

From Fivetran’s founding until now, our mission has remained the same: to make access to data as simple and reliable as electricity. With Fivetran, customer data arrives in their warehouses, canonical and ready to query, with no engineering or maintenance required. We’re proud that more organizations continue to leverage our technology every day to become truly data-driven.

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.

• Salesforce CPQ
• Ironclad

• 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.

• 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

• Ironclad

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The compensation range displayed on this job posting reflects the minimum and maximum target for new hire compensation for the target position and level, and may include sales incentives or target bonuses depending on the role. Our compensation ranges are determined by role, level, and location. Our job titles may span more than one career level. Within the range, individual compensation is determined by additional factors, including job-related skills, experience, relevant education or training, business need, market demands.

The compensation range is subject to change and may be modified in the future.…