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Deal Desk Analyst II United States Deal Desk Analyst II

PayScale

PayScale

IT
United States
Posted on Friday, May 17, 2024

Description

What We Do:
The Deal Operations team’s mission is to help our Sales and Customer Success teams drive revenue more efficiently throughout the deal negotiation process. We do so by owning Payscale’s quote-to-cash tools and optimizing internal cross-functional collaboration with scalable processes, documentation and inter-department project management.
Within Deal Operations, the Deal Desk team’s primary focus is individual deal management, including quoting support and navigating the approval and execution of the company’s most legally and financially complex, non-standard deals.
What You Do: The Deal Desk Analyst processes requests through a Salesforce queue to create, review and send Quotes, Order Forms and negotiated legal documents for the Sales and Customer Success teams. Deal Desk Analysts work with Finance, Legal, Services, Products and Pricing and the various internal Operations teams (Sales, Customer Success, Salesforce) closely to troubleshoot errors with quote-to-cash tools and to coordinate approvals for and execute non-standard deals.
Day-in-the-Life: As a Deal Desk Analyst, a typical day may include the following
  • Creating and updating complex Quotes in Salesforce CPQ according to the Revenue and Customer Success Approval Matrix.
  • Processing requests via email and Salesforce queues to update language, formatting and/or Order details on an Order Form within SLAs.
  • Coordinating with Finance or Legal to approve non-standard requests and then set up CPQ and Salesforce accordingly in order to execute.
  • Reviewing, compiling, and sending clean copies of contracts for signature via DocuSign.
First Year in Role:
  • Month 3: Within 3 months, you will have a working understanding of quoting in Salesforce CPQ and how to identify and escalate the non-standard requests that require additional approvals and Legal, Finance and/or Product and Pricing engagement. You will have mastered internal team processes for picking up and dispositioning requests so that you are proactively picking up new tickets within your scope.
  • Month 6: Within 6 months, you will be able to handle nearly all standard requests self-sufficiently and non-standard requests with minimal supervision or additional guidance.
  • Month 12: Within 12 months, you will be adding to the “Deal Desk Manual” as you encounter new requests and recommending and implementing process improvements for the team.
Experience:
  • 2+ years in a Sales support, contracting, or Deal Desk role
  • Experience with quoting in Salesforce
  • Experience with contract negotiations and/or SaaS accounting principles, a plus!
Skills:
  • Organization to keep up with multiple open requests while waiting for responses
  • Ability to navigate ambiguity and prioritize effectively under pressure when everything feels urgent, especially at end of quarter
  • Effective communication across various departments and levels in the organization
  • Ability to discuss CPQ errors with Salesforce developers, a plus!
Tools:
  • Salesforce, especially CPQ
  • Microsoft Word
  • Adobe Acrobat
  • DocuSign, or similar tool

Compensation

In the spirit of pay transparency, we are excited to share the base salary range for this position is $64,000 - $75,000, exclusive of fringe benefits or potential bonuses. This position is also eligible for an annual corporate bonus of 10%. If you are hired at Payscale, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. In addition to those factors – we believe in the importance of pay equity and consider any internal equity of our current team members as a part of any final offer. Please keep in mind that the range mentioned above is the full base salary range for the role. Hiring at the maximum of the range would not be typical in order to allow for future & continued salary growth. We also offer a generous compensation and benefits package (more information on benefits listed below).

Company Description

Payscale gives employers and employees confidence to know the what and why behind pay. With our leading data, technology, and experience we make it easier for you to connect compensation to goals.

As the industry leader in compensation management, Payscale is on a mission to help job seekers, employees, and businesses get pay right and to make sustainable fair pay a reality. Empowering more than 50 percent of the Fortune 500 in 198 countries, Payscale provides a combination of diverse and dynamic data sources, experienced compensation services, and scalable software to enable organizations such as Angel City Football Club, Target, United Healthcare, Gainsight, eBay, and The Washington Post to make fair and appropriate pay decisions. To learn more, visit www.payscale.com

Location

Payscale has an employee centric remote-first model that provides you the flexibility to do your best work in a space that supports you, while also finding time to collaborate in person for the moments that matter.

In our remote-first model, employees can work from the location that works best for them. We do not have centralized corporate offices. Employees can choose to work from home, in company-paid co-working spaces, or any combination of the two that best suits their unique needs.

When it matters (usually no more than a few times a year) we take the time to gather for in-person events.

Payscale has employees across the US, Canada, and the UK, however we are currently unable to hire in the Quebec Province, Northern Ireland, and Hawaii.

Benefits and Perks

All around awesome culture where together we strive to live our 5 values:

  • Respect every individual, work as a team
  • Be Customer first, customer centric
  • Have a Bias towards action
  • Commit to excellence (we give our best everyday)
  • Make Data driven decisions

An open and inclusive environment where you’ll learn and grow through programs and resources like:

  • Monthly company All Hands meetings
  • Regular opportunities for executive leadership exposure through things like AMAs
  • Access to continued learning & development opportunities
  • Our commitment to a continuous feedback culture which allows us to drive performance and career growth
  • A growing network of Employee Resource Groups
  • Company sponsored volunteer hours
  • And more!

Our more standard benefits

  • Flex Paid Time Off, giving you flexibility to rest, relax and recharge away from work
  • 15 Paid Company Holidays, including an extended Fourth of July break, World Mental Health Day, and Juneteenth
  • A comprehensive benefits plan including medical, dental, life, vision, disability, and life insurance covered up to 100% by Payscale
  • 401(k) retirement program with a fully vested immediate company match
  • 12 weeks of paid parental leave for birthing or non-birthing parents
  • Unlimited infertility coverage benefits through our medical plans
  • Health Savings Account (HSA) options and company contribution each pay period
  • Flexible Spending Account (FSA) options for pre-tax employee allocations

Equal Opportunity Employer:

We embrace equal employment opportunity. Payscale is committed to a policy of equal employment opportunity for all applicants and employees. It is our policy that employees will not be subjected to unlawful discrimination on the basis of race, color, religion, sex, age, national origin, or ancestry, physical or mental disability, veteran or military status, marital status, sexual orientation, political ideology, and any other basis protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including but not limited to: recruitment, hiring, transfers, promotions, training, discipline, termination, compensation and benefits, performance appraisals, education, and social and recreational programs.

Fraud Alert:

Payscale values security and privacy. During your job application and interview process, we will never ask for your personal banking or financial information, social security number, or other sensitive information, if you are unsure if a message is from Payscale, please email [email protected]