Deal Desk Specialist

Summary

Join Restaurant365, a SaaS company revolutionizing the restaurant industry, as a Deal Desk Specialist/Analyst! This crucial role within our Sales Operations group involves managing pricing, contract data in Salesforce CPQ, and processing deals. You will work cross-functionally, ensuring accurate customer subscriptions and improving operational efficiency. This position demands strong analytical skills, collaboration, and the ability to navigate complex agreements. You'll act as a trusted advisor to the sales team, driving deal closure and process improvement. The ideal candidate possesses extensive experience in deal desk operations or related fields within the SaaS/B2B industry.

Requirements

• At least 3+ years of demonstrated and related experience in any of the following areas: deal desk operations, sales, sales operations, order operations, financial operations, and/or revenue accounting for in the SaaS/B2B industry
• Demonstrated ability to partner with GTM teams and other cross-functional departments
• Proficient in MS Excel and in Salesforce CRM or CPQ
• Strong business acumen, strong reporting and analytics, troubleshooting, problem-solving, and project management skills
• Ability to think from both a strategic and tactical perspective
• Basic understanding of revenue recognition rules
• Excellent organization, time management and prioritization skills; ability to manage multiple, time-sensitive requests independently but also collaboratively with minimal supervision at times
• Demonstrated ability to communicate and partners across the organization
• Ability to exercise independent judgement and make business decisions effectively
• Strong written and verbal communication skills
• Occasional travel may be required

Responsibilities

• Serve as trusted advisor to the Sales team on deal structure and quoting, advises the team on alternative contract options and/or value propositioning to help drive deals to closure
• Work cross-functionally to approve new sales quotes, orders, amendments, and contract renewals using Salesforce and Salesforce CPQ
• Manage customer contracts and data in Salesforce, Workfront, Monday.com, and other systems as needed
• Perform account reconciliations to ensure customer subscriptions are accurate and notify internal representatives and customers of account modifications
• Assisting in documenting and offer recommendations to sales processes and policies using flowcharts and maintain document libraries
• Adhere to the product catalog, price books, and sales trading guidelines
• Supports all commercial related activities including, but not limited to, deal structuring, contract creation, pricing, review, and approval for offers, contract management and providing support to field sales for quoting purposes
• Act as a Sales-facing subject matter expert on process, policy, and pricing related matters
• Manage pipeline integrity/accuracy, review CPQ cleanup dashboard regularly, and provide CPQ reporting as needed
• Monitors and responds to Sales support case queue in FreshDesk/Salesforce, and deal-desk-team Slack channel consistently maintaining case SLAs
• Partner with sales operations to participate in driving process improvements and system upgrades in all areas including Salesforce CPQ
• Assist Sales teams in creating and positioning complex orders, which involves acting as the liaison between Sales and other key stakeholders involved in the deal structuring process (e.g. Sales Operations, Finance, Legal, Service, etc.)
• Must be open to working extended hours at month end, quarter end, and as needed
• Partners with Sales Operations and Sales teams to facilitate process and system improvement
• Perform additional deal desk activities related to the above, as may be required from time to time
• Other duties as assigned

Preferred Qualifications

• Understanding of revenue recognition principles
• Understanding of Salesforce CPQ
• Knowledge of Sage Intacct
• Experience in both Direct and Channel sales model
• Experience working in both startups and public companies with high growth
• Understanding of usage billing

Benefits

• Salary of $80,000 - $110,000
• Comprehensive medical benefits, 100% paid for employee
• 401k + matching
• Equity Option Grant
• Unlimited PTO + Company holidays
• Wellness initiatives