Deal Desk Associate
2 weeks ago
About Workato:
Workato is the only integration and automation platform that is as simple as it is powerful — and because it's built to power the largest enterprises, it is quite powerful.
We're proud to be named a leader by both Forrester and Gartner and trusted by 7,000+ of the world's top brands such as Box, Grab, Slack, and more.
Why join us?:
Ultimately, Workato believes in fostering a
flexible, trust-oriented culture that empowers everyone to take full ownership of their roles. We are driven by
innovation and looking for
team players who want to actively build our company.
But, we also believe in
balancing productivity with self-care.
That's why we offer all of our employees a vibrant and dynamic work environment along with a multitude of benefits they can enjoy inside and outside of their work lives.
Also, feel free to check out why:
- Business Insider named us an "enterprise startup to bet your career on"
- Forbes' Cloud 100 recognized us as one of the top 100 private cloud companies in the world
- Deloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America
- Quartz ranked us the #1 best company for remote workers
Responsibilities:
We are looking for an exceptional
Deal Desk Associate to join our growing team. In this role, you will be involved in
assisting sales with pricing, structuring, and quoting.
You will also be responsible for:
- Assist our global Sales organization with quote generation, adherence to contract processes and approval.
- Assist with deal structuring, contract terms, and negotiation for complex transactions
- Drive best practices to increase Sales team efficiency and effectiveness via deal reviews, early checkpoints, compliance with standard business practices and policies
- Work closely with Finance and Legal teams to ensure the accuracy and completeness of all contractual documents
- Partner with Sales Operations team to ensure data accuracy in CRM
- Develop documentation and provide sales training and enablement for quoting, pricing, and process requirements
- Proactively recommend improvements to existing processes
- Ad hoc pricing and discounting analysis
Requirements:
Qualifications / Experience / Technical Skills:
- 3-5+ years of Deal Desk/Finance/Sales Operations experience in a fast-growing company
- SaaS/Tech Industry Experience
- BS or equivalent degree
- Proficient in Salesforce and Salesforce CPQ, or similar CPQ tool
- Proven success partnering with crossfunctional teams including various gotomarket teams (Sales, Customer Success, Sales Ops), Legal, and Finance
Soft Skills / Personal Characteristics:
- Teamoriented, collaborative mindset and the ability to build strong relationships with diverse stakeholders
- Excellent attention to detail
- Ability to demonstrate practical judgment in complex situations
- Comfortable working in a fastpaced, high volume environment
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