Deal Desk & Sales Operations Specialist

Summary

Join UpGuard's growing Rev Ops team as their first Philippines-based member! This crucial role supports the global sales team, ensuring a smooth and efficient sales process from start to finish. You will maintain data integrity, facilitate deal approvals, leverage AI to optimize processes, and provide operational support. The position involves deal desk support, sales operations tasks, process efficiency improvements, and strong communication and collaboration. You will be encouraged to explore and recommend AI-powered solutions to enhance efficiency and effectiveness. Must be willing to work US business hours (8 pm to 5 am PH time).

Requirements

• 2-3 years of experience in a sales support, sales operations, deal desk, or administrative role, preferably within a B2B (SaaS is a plus) environment with a demonstrated interest or experience in leveraging technology and AI to improve processes
• A proactive mindset towards identifying opportunities for AI implementation to drive efficiency and strategic insights
• Strong attention to detail and commitment to accuracy
• Excellent organizational and time-management skills, with the ability to manage multiple tasks and priorities
• Good communication skills, both written and verbal in English
• Proficiency with CRM software
• Ability to work independently and as part of a remote, global team

Responsibilities

• Assist the global sales team with non-standard quote creation, ensuring accuracy and adherence to pricing and commercial policies
• Facilitate the deal approval process, coordinating with sales, finance, product and legal teams as necessary to ensure compliance and timely execution
• Ensure all deal information is accurately logged and updated in our CRM (Hubspot) and CPQ (Subskribe) and explore AI features within these platforms to improve data quality and insights as a primary point of contact for sales team queries related to deal structure, quoting, and approval processes
• Structure contracts in a manner that ensures the success of our customers and maximises business value
• Support the sales team with ad-hoc requests as they support our existing and future customers
• Review data quality issues raised by the sales team, utilizing AI-powered data cleansing and validation tools where applicable , and ensure compliance with our procedures and policies
• Assist with the generation of standard sales reports and segmented lists for the broader GTM organization
• Help document and maintain sales processes, policies, and best practices
• Assist with onboarding new sales team members regarding sales tools and processes
• Identify trends in incoming inquiries using data analysis and AI-powered insight tools, and work with the broader Revenue Operations team in suggesting improvements and helping build solutions to remove bottlenecks and automate our processes
• Support with change management of new initiatives to the broader sales organization
• Be a supportive partner to the sales organization but ensure you communicate effectively when ensuring our procedures and policies are adhered to
• Communicate effectively regarding deal status, requirements, and operational updates
• Conduct audits as necessary to ensure compliance

Preferred Qualifications

• Track record of improving process and policy, not just ensuring adherence to it
• Using AI regularly to solve and improve on various related Rev Ops challenges
• Understanding of CRMs like Hubspot and Salesforce and can design solutions within it or even configure them yourself
• Familiarity with various CPQ systems. Our solution is Subskribe, but CPQ/Steelbrick or DealHub would be valuable
• Track record of adding value to deals and thinking creatively to balance company and customer interests

Benefits

• Monthly Lifestyle subsidy: use this for financial, physical and mental wellbeing
• WFH set-up allowance: to ensure you have the right environment to work in, we will help you get set up within your first 3 months at UpGuard
• $1500 USD annual Learning & Development allowance: to support your career development all team members will be able to expense development opportunities against this allowance
• Generous Annual Leave/PTO allowances: time to recharge your batteries
• 18 weeks paid Parental Leave: irrespective of parenting role
• Personal Leave allowance: this includes sick & carer’s leave
• Fully remote working environment: while we have physical offices in Sydney & Hobart, we do not mandate compulsory attendance
• Top spec hardware: all team members will be provided with top-spec laptops for their role
• Generative AI subsidy: UpGuard provides paid subscriptions for all team members to access generative AI tools to support their work