Deal Desk Analyst at Fivetran | New South Wales, AU | Rezi

Deal Desk Analyst at Fivetran

Deal Desk Analyst

Fivetran · New South Wales, AU

1 months ago

Deal Desk Analyst

Fivetran · New South Wales, AU

a month ago
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About the Role

The Deal Desk Specialist collaborates with Sales, Finance, and Legal to ensure efficient quoting, contracting, and document accuracy, aiming to increase deal velocity and processing within Fivetran systems. The ideal candidate possesses a strong background in supporting high-volume, complex contracting sales organizations and excellent customer service skills. Teamwork, collaboration, and experience with Enterprise business are critical for success.

Responsibilities

  • Act as a liaison for sellers between multiple groups (e.g., sales ops, finance, product, sales leadership, legal) to 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 to meet customer requirements and maximize ARR.
  • Partner with Finance and Legal teams to craft contractual language ensuring transactions comply with revenue recognition and business operational policies.
  • Manage quote and contract approval workflows for pricing, discounts, and special terms for 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.
  • Attend a one-week, in-person Revenue Bootcamp during the second week at Fivetran, which requires travel and is a mandatory part of the onboarding process.

Requirements

  • 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 a fast-paced environment.
  • Demonstrated capability to build strong working relationships with internal business units.
  • Strong customer service skills and a great attitude.

Skills

  • Salesforce CPQ
  • Ironclad
  • Salesforce
  • CLM software

Location

  • Sydney

Work Type

  • Full-time
  • Hybrid

Experience Level

  • Minimum 3 years of Deal Desk experience

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.

About the Company

  • Fivetran’s mission is 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.
  • More organizations leverage Fivetran's technology to become truly data-driven.
  • Fivetran is valued at over $5.6 billion.
  • Fivetran's core values are Get Stuck In, Do the Right Thing, and One Team, One Dream.
  • Fivetran brings together high-quality talent across the globe.
  • Fivetran values and recognizes that customers benefit from 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.

Equal Opportunity

  • 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.