Deal Desk Specialist

Meet the Moment with Alteryx. We are living through a once-in-a-generation shift in how work gets done. Data, automation, and AI are quickly becoming the centre of every business decision - and Alteryx is leading the transformation. You will be working on the challenges that sit at the heart of modern business. No matter your role, the work you do will help organizations move faster, see more clearly, and tackle questions that used to feel impossible. If you are ready to meet the moment with innovation, curiosity, and excellence, there is a place for you here.

Reporting to the Manager, Deal Desk (or Team Lead, Deal Desk), as the Deal Desk Specialist you will support a high-paced, high-performing sales team. You will support the Quote-to-Order cycle, with a focus on customer and business outcomes, while ensuring adherence with established policies. Establishing strong cross-functional relationships and collaboration with the Sales, Revenue Operations, Finance, Legal, and Order Management teams is essential for this role.

Responsibilities:

• Serves as trusted advisor to the Sales team on quoting, contracting options and approval processes.
• Coordinate with cross-functional teams who support the commercial sales cycle (Legal, Credit Control, Revenue Recognition, Order Management) to drive deals to closure.
• Monitors the Deal Desk queues/chatter in Salesforce to provide general assistance and advice on common deal questions and Quote-to-Order process questions; consistently maintains departmental SLAs.
• Partners with Sales to accelerate quote cycle through operational efficiencies and ongoing education.
• Ensure accuracy of all quote fields in CPQ to minimize downstream discrepancies and re-work; collaborate with impacted parties (as necessary) to resolve common Quote to Cash errors.
• Subject matter expert on Sales Approval, Bookings, and Order Acceptance policies; ensure accuracy of Bookings metrics and resolve discrepancies as may be required.

Requirements:

• Familiarity with Enterprise Software/SaaS B2B Industry – Order Management, Finance Operations, Deal Desk or Sales Operations experience preferred.
• Experience with Salesforce CPQ or similar CPQ tool highly preferred.
• Strong quantitative skills and highly proficient in Microsoft Office suite.
• Demonstrated ability to partner with GTM teams and other cross-functional departments.
• Highly organized, customer-focused and strong attention to detail.
• Ability to multi-task and prioritise at times of high volume, schedule flexibility during End of Month and End of Quarter.
• Excellent communication skills and open to feedback.
• Basic understanding of revenue recognition rules, sales contracts, SOX; ability to recognise risk in deal terms and/or structure.
• Basic understanding of software licensing and SaaS provisioning process.

Find yourself checking a lot of these boxes but doubting whether you should apply? At Alteryx, we support a growth mindset for our associates through all stages of their careers. If you meet some of the requirements and you share our values, we encourage you to apply. As part of our ongoing commitment to a diverse, equitable, and inclusive workplace, we are invested in building teams with a wide variety of backgrounds, identities, and experiences. This position involves access to software/technology that is subject to U.S. export controls. Any job offer made will be contingent upon the applicant’s capacity to serve in compliance with U.S. export controls.