Restaurant365 is hiring a
Senior Deal Desk Specialist

Summary

Restaurant365 is seeking an experienced Senior Deal Desk Analyst to join their team. This individual will play a crucial role in shaping deal management strategies and processes, work cross-functionally with various teams, and ensure deals are structured correctly and aligned with company goals. The role requires a deep understanding of deal structure and a proven track record in deal management.

Requirements

• At least 4+ 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
• Proficient in MS Excel and in Salesforce CRM or CPQ

Responsibilities

• Serve as trusted advisor to the Sales team on deal structure and quoting, advise 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
• Perform additional deal desk activities related to the above, as may be required from time to time

Preferred Qualifications

• Understanding of revenue recognition principles
• Understanding of Salesforce CPQ
• Knowledge of Sage Intacct

Benefits

• This position has a salary range of $110K-$115K
• Comprehensive medical benefits, 100% paid for employee
• 401k + matching
• Equity Option Grant
• Unlimited PTO + Company holidays
• Wellness initiatives