Deal Desk Analyst jobs in United States
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Fivetran · 22 hours ago

Deal Desk Analyst

Fivetran is a company dedicated to simplifying access to data for organizations. The Deal Desk Analyst will work cross-functionally with Sales, Finance, and Legal to facilitate accurate deal closure and improve deal velocity within Fivetran's systems.

AnalyticsCloud Data ServicesData Integration
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Salesforce CPQDeal Desk experienceSaaS/B2B IndustryRevenue recognitionIroncladSales OperationsCustomer service skillsTeamworkCollaborationWork independently

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

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.

Company

Fivetran

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Fivetran is a technology company that automates replicating data into a cloud data platforms.

H1B Sponsorship

Fivetran has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (11)
2024 (11)
2023 (8)
2022 (30)
2021 (13)
2020 (12)

Funding

Current Stage
Late Stage
Total Funding
$853.11M
Key Investors
Vista Credit PartnersAndreessen HorowitzMatrix
2023-05-18Debt Financing· $125M
2021-09-20Series D· $565M
2020-06-30Series C· $100M

Leadership Team

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George Fraser
Chief Executive Officer
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Taylor Brown
COO & Cofounder
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Company data provided by crunchbase