Deal Desk Specialist

at  Alteryx Inc

We’re looking for problem solvers, innovators, and dreamers who are searching for anything but business as usual. Like us, you’re a high performer who’s an expert at your craft, constantly challenging the status quo. You value inclusivity and want to join a culture that empowers you to show up as your authentic self. You know that success hinges on commitment, that our differences make us stronger, and that the finish line is always sweeter when the whole team crosses together.
Reporting to the Manager, Deal Desk (or Team Lead, Deal Desk), as the Deal Desk Specialist you will support a high-paced, high-performing sales team. You will support the Quote-to-Order cycle, with a focus on customer and business outcomes, while ensuring adherence with established policies.
Establishing strong cross-functional relationships and collaboration with the Sales, Revenue Operations, Finance, Legal and Order Management teams is essential for this role.

Responsibilities:

• Serves as trusted advisor to the Sales team on quoting, contracting options and approval processes
• Coordinate with cross-functional teams who support the commercial sales cycle (Legal, Credit Control, Revenue Recognition, Order Management) to drive deals to closure
• Monitors the Deal Desk queues/chatter in Salesforce to provide general assistance and advice on common deal questions and Quote-to-Order process questions; consistently maintains departmental SLAs
• Partners with Sales to accelerate quote cycle through operational efficiencies and on-going education
• Ensure accuracy of all quote fields in CPQ to minimize downstream discrepancies and re-work; collaborate with impacted parties (as necessary) to resolve common Quote to Cash errors
• Subject matter expert on Sales Approval, Bookings, and Order Acceptance policies; ensure accuracy of Bookings metrics and resolve discrepancies as may be required

Requirements:

• Familiarity with Enterprise Software/SaaS B2B Industry – Order Management, Finance Operations, Deal Desk or Sales Operations experience preferred
• Experience with Salesforce CPQ or similar CPQ tool highly preferred
• Strong quantitative skills and highly proficient in Microsoft Office suite
• Demonstrated ability to partner with GTM teams and other cross-functional departments
• Highly organized, customer-focused and strong attention to detail
• Ability to multi-task and prioritize at times of high volume, schedule flexibility during End of Month and End of Quarter
• Excellent communication skills and open to feedback
• Basic understanding of revenue recognition rules, sales contracts, SOX; ability to recognize risk in deal terms and/or structure
• Basic understanding of software licensing and SaaS provisioning process

Find yourself checking a lot of these boxes but doubting whether you should apply? At Alteryx, we support a growth mindset for our associates through all stages of their careers. If you meet some of the requirements and you share our values, we encourage you to apply. As part of our ongoing commitment to a diverse, equitable, and inclusive workplace, we’re invested in building teams with a wide variety of backgrounds, identities, and experiences.

• Serves as trusted advisor to the Sales team on quoting, contracting options and approval processes
• Coordinate with cross-functional teams who support the commercial sales cycle (Legal, Credit Control, Revenue Recognition, Order Management) to drive deals to closure
• Monitors the Deal Desk queues/chatter in Salesforce to provide general assistance and advice on common deal questions and Quote-to-Order process questions; consistently maintains departmental SLAs
• Partners with Sales to accelerate quote cycle through operational efficiencies and on-going education
• Ensure accuracy of all quote fields in CPQ to minimize downstream discrepancies and re-work; collaborate with impacted parties (as necessary) to resolve common Quote to Cash errors
• Subject matter expert on Sales Approval, Bookings, and Order Acceptance policies; ensure accuracy of Bookings metrics and resolve discrepancies as may be require