From Fivetran’s founding until now, our mission has remained the same: to make access to data as simple and reliable as electricity. With Fivetran, customer data arrives in their warehouses, canonical and ready to query, with no engineering or maintenance required. We’re proud that more organizations continue to leverage our technology every day to become truly data-driven.
About the Role
The Deal Desk Specialist works cross functionally as part of the global Deal Desk team, collaborating with Sales, Finance and Legal, to ensure efficient quoting, contracting, document review and accuracy to increase deal velocity and processing in Fivetran systems. The right person has a strong background in supporting a high volume as well as a complex contracting sales organization and excellent customer service skills. Teamwork, collaboration and experience with Enterprise business are critical to the success of the right candidate.
This is a full-time, hybrid position based out of our Sydney office . Our hybrid work model offers a blend of remote flexibility and in-person collaboration, including two days in the office each week to connect and build as a team.
Technologies You’ll Use
- Salesforce CPQ, Ironclad
What You’ll Do
- Act as a liaison for sellers between multiple groups (ie: sales ops, finance, product, sales leadership, legal) to help facilitate timely and accurate deal closure.
- Manage complex, nonstandard, predominantly Enterprise deals with multiple cross-functional partners
- Provide guidance to Account Executives/Sales Management on deal structures in order to meet customer requirements and maximize ARR.
- Partner with Finance and Legal teams to craft contractual language to ensure transactions comply with revenue recognition and business operational policies.
- Manage quote and contract approval workflows for pricing, discounts and special terms for the sales teams using Deal Desk established guidelines and company best practices.
- Maintain an agreed upon Service level agreement (SLA) on approvals and deal review times.
- Perform month-end and quarter-end closing activities to ensure completeness and accuracy of contracts, order forms and other document review and reporting.
- Participate in training activities for new quote and contracting processes for the sales organization.
- Identify and support process improvement efforts to streamline current procedures
- Cross-train with other Deal Desk functions to provide global coverage of quote, contracting and order management functions.
- As part of our commitment to setting new hires up for success, all new sales team members attend a one-week, in-person Revenue Bootcamp during their second week at Fivetran. This bootcamp, held at one of our designated company locations, requires travel and is a mandatory part of the onboarding process.
Skills We’re Looking For
- Experience working directly with high volume as well as complex sales teams in a supportive capacity
- Proven ability to work effectively as the sole Deal Desk resource within a region.
- Proven success in SaaS/B2B Industry, Deal Desk, Sales Operations supporting large enterprise customers/prospects.
- Expertise in navigating revenue recognition requirements in private/publicly held companies, including experience partnering with Revenue leadership on deal structures optimizing revenue recognition compliance.
- Experience advising sales on complex deal structures, contract terms, etc.
- Minimum 3 years of Deal Desk experience required.
- Ability to work extended hours at end of month and end of quarter
- Experience using Salesforce, Salesforce CPQ, and Ironclad or comparable CLM software
- Ability to work independently in fast paced environment
- Demonstrated capability to build strong working relationships with internal business units
- Strong customer service skills and a great attitude
#LI-HYBRID
#LI-AV1
Perks and Benefits
- 100% employer-paid medical insurance*****
- Generous paid time-off policy (PTO), plus paid sick time, inclusive parental leave policy, holidays, and volunteer days off
- RSU stock grants*
- Professional development and training opportunities
- Company virtual happy hours, free food, and fun team-building activities
- Monthly cell phone stipend
- Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching, and self-guided mindfulness exercises for all covered employees and their covered dependents.
*****May vary by country and worker type - please reach out to your recruiter for more information
Click here to learn more about Fivetran's Benefits by Region.
We’re honored to be valued at over $5.6 billion, but more importantly, we’re proud of our core values of Get Stuck In, Do the Right Thing, and One Team, One Dream. Read about us in Forbes.
Fivetran brings together high-quality talent across the globe to make data access as easy and reliable as electricity for our customers. We value and recognize that our customers benefit from having innovative teams made of people from many backgrounds, experiences, and identities. Fivetran promotes diversity, equity, inclusion & belonging through attracting, recruiting, developing, and retaining a diverse workforce, not only because it is the right thing to do, but because it helps us build a world-class company to better serve our customers, our people and our communities.
To learn more about Fivetran’s culture and what it’s like to be part of the team, click here and enjoy our video.
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We are committed to ensuring that all candidates have an equal opportunity to participate in our interview process. If you require accommodations at any stage of the process due to a disability, medical condition, or any other circumstance, please don't hesitate to submit your request by filling out this form. We will work with you to provide reasonable accommodations to facilitate your participation and ensure a fair and accessible interview experience. Your request and any information provided will be kept confidential and will not impact your candidacy. We look forward to hearing from you and accommodating your needs to the best of our ability.