Senior Deal Desk Specialist

Fivetran Fivetran · Data AI · Denver, CO · Sales Department

Fivetran is seeking a Senior Deal Desk Specialist to collaborate with Sales, Finance, and Legal to ensure efficient quoting, contracting, and document review, ultimately increasing deal velocity and processing accuracy for enterprise deals. This role requires expertise in SaaS/B2B environments, strong understanding of revenue recognition, and proficiency with CRM and CLM software.

What you'd actually do

  1. 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.
  2. Manage complex, nonstandard, predominantly Enterprise deals with multiple cross-functional partners
  3. Provide guidance to Account Executives/Sales Management on deal structures in order to meet customer requirements and maximize ARR.
  4. Partner with Finance and Legal teams to craft contractual language to ensure transactions comply with revenue recognition and business operational policies.
  5. 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.

Skills

Required

  • Experience working directly with high volume as well as complex sales teams in a supportive capacity
  • 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.
  • Prior deal desk, or sales operations 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

Nice to have

  • Ironclad

What the JD emphasized

  • Enterprise business are critical
  • complex contracting sales organization
  • complex, nonstandard, predominantly Enterprise deals
  • complex deal structures
  • complex sales teams
  • large enterprise customers/prospects
  • complex deal structures, contract terms