Alkami Technology · 5 hours ago
Deal Desk, Systems Analyst
Plano, TX
Full-time
Remote
Mid Level
$68K/yr - $102K/yr
3+ years exp
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Responsibilities
Review Sales generated Quotes for accuracy, completeness, and policy adherence
Ensure Alkami’s historically executed agreements are reflected correctly in the CRM
Provide white glove support to Sales, Enterprise Technology, and Finance for any Quote/Contract related inquiries
Test new products/pricing changes to validate they are producing accurate results
Become acting SME and resource for quoting Alkami products and services
Log and track executed Orders as part of Business Control efforts
Document enhancement requests/bugs and partner with Enterprise Technology to solve holistically
Partner closely with Deal Desk, Finance, Sales, Accounting, and Enterprise Technology colleagues on strategic programs
Review month end quotes and assist in valuation and FP&A reporting
Ensure Business Control requirements are being met as part of close reviews
Assist with data migrations into the CRM i.e. data gathering, validation, loading, & review
Perform regular data quality/hygiene checks in the CRM
Develop and maintain reporting and analytics for the Deal Desk team and stakeholders
Assist the Deal Desk team as we revise and rebuild department artifacts
Qualification
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Required
Ability to work in a fast paced, rapidly changing environment
Familiarity with SFDC, CPQ, and Alkami Product and Pricing models
Aptitude in understanding contract types - MSA’s, Renewals, Add On’s, and Amendments
Understanding of Alkami customers and sales cadence
Excellent attention to detail
3-5 Years of relevant experience
Preferred
Solid MS Office skills, above average Excel/Spreadsheet skills
Experience with SFDC CPQ, Quoting and Products setups
Understanding of SFDC tech stack at Alkami
Willing to work extended hours during close and peak times
Benefits
Remote-first environment
Unlimited paid time off
401(k) with employer match
Company
Alkami Technology
Alkami Technology provides cloud-based digital banking solutions for credit unions and banks.
501-1,000 employees
Funding
Current Stage
Public CompanyTotal Funding
$385.18MKey Investors
D1 Capital PartnersGeneral AtlanticS3 Ventures
2024-11-06Post Ipo Secondary· undefined
2024-08-08Post Ipo Secondary· undefined
2021-09-08IPO· undefined
Leadership Team
Gary Nelson
Founder & CEO
Nate Shahan
VP, Product Management
Recent News
2024-11-20
2024-11-16
2024-11-12
Company data provided by crunchbase
