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About the Role
Alloy is seeking a Deal Desk Analyst to join their Revenue Operations team. This role will support sales representatives by structuring pricing, building quotes, and managing contract approvals to facilitate faster deal closures. The position offers a front-row view of Alloy's pricing, packaging, and contracting processes, with significant opportunities for process improvement.
Responsibilities
- Build and review quotes from Salesforce CPQ through the Ironclad workflow, ensuring accuracy of products, pricing, terms, and opportunity setup.
- Manage the Ironclad approval queue alongside Legal and Accounting, reviewing order forms against standard terms and flagging non-standard items.
- Triage incoming requests in Deal Desk, Ironclad, and Rev Ops Help queues, confirming necessary context, and routing them to the appropriate personnel.
- Perform first-pass pricing using the pricing calculator and guidelines.
- Partner with Systems and Salesforce admins to enhance CPQ and quoting workflows, including documenting requirements, testing changes, and updating guides.
- Review closed-won contracts for booking accuracy (ACV, CARR, term, billing frequency, uplifts) and maintain the bookings tracker.
- Generate weekly reports on deals in progress, request volume, turnaround time, and discount/approval trends.
- Assist in maintaining CPQ, Ironclad, and Deal Desk processes, and develop documentation (CPQ Handbook) from frequently asked questions.
Requirements
- 1-3 years in Deal Desk, Sales Operations, Revenue Operations, Order Management, or a similar analytical role supporting a sales team.
- Hands-on Salesforce experience with opportunities, quotes, and reports.
- Salesforce CPQ (or similar) experience.
- Interest in automating manual deal desk work.
- Strong Excel and Google Sheets skills.
- Sharp attention to detail.
- Comfort working a queue with multiple, prioritized requests.
- Clear, direct written communication skills.
- Curiosity about deal mechanics, from pricing and contract terms to bookings and billing.
Skills
- Salesforce CPQ
- Excel
- Google Sheets
- Ironclad
- Contract Lifecycle Management
- CRM
- SaaS metrics
- ARR
- CARR
- SQL
Location
- Union Square, Manhattan
Work Type
- Hybrid
Experience Level
- 1-3 years
Salary/Compensations
- $80,000 to $100,000
Benefits
- Unlimited PTO and flexible work policy
- Employee stock options
- Medical, dental, vision plans with HSA and FSA options
- 401k with 100% match up to 4%
- 16 weeks of paid parental leave
- Home office stipend
- Annual Learning & Development stipend
- Well-being benefits (ClassPass, OneMedical, UrbanSitter, Spring Health)
- Catered lunches
- Equity awards in the form of stock options (ISOs)
About the Company
- Alloy is an AI-powered identity and fraud prevention platform used by over 900 financial institutions and fintechs.
- Alloy's values include: Be Bold, Go Fast, Collaborate, and Celebrate Our Differences.
- Alloy has been recognized as one of Inc. Magazine’s Best Workplaces, Forbes America’s Best Startup Employers, and Best Fintech to Work for by American Banker.
Equal Opportunity
- Alloy is committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status.
- Alloy is committed to an inclusive interview experience and provides reasonable accommodations to applicants with disabilities.
- All communications during the recruitment process will come directly from a recruiting team member with an alloy.com email address.
- Alloy does not use outside applications or automated text messaging in its recruiting process.
- Alloy will not ask for sensitive financial or identification information during the recruiting process.