Deal Desk Specialist - Americas
About Emplifi
Emplifi’s unified customer engagement platform empowers more than 20,000 of the world’s leading brands to revolutionize the digital and social customer experience. With comprehensive and integrated social media marketing, social commerce, and care, combined with unified analytics and AI, Emplifi fuels growth resulting in happy customers, increased product sales, and improved brand loyalty.
About the Team
Revenue Operations aims to sit right at the heart of action, connecting Product, Marketing, and Sales to drive outstanding outcomes. We support sales and marketing functional leaders in all matters of processes, data, planning, performance, systems, and analysis. Success is when we are able to help our teams follow a prospect from the start, and all the way through the customer journey to close. And we’re constantly looking for insights in this process and ways to improve our ability to find the right customers, maximize our resources, and deliver for the company.
Our team is great to work with, but we’re never satisfied in the pursuit of excellence. This is a fast moving market and we want to be always adapting to do more of what works best, and experiment to find new tactics. And the best thing about being a part of Emplifi’s Revenue Operations department is you’ll be working with other GTM-obsessed people in an atmosphere of data-driven decision making, customer-centricity and team work.
Job Summary
The Deal Desk Specialist focuses on helping with transactions and approvals, is responsible for managing the deal process, improving sales productivity, and ensuring compliance with company policies and procedures. This role involves collaborating with Sales, Legal, Operations, Security and Finance teams to review deals, assess risks, and provide guidance on pricing and terms.
The ideal candidate will be remotely located within North America, preferably within the Central Time Zone.
The primary responsibilities of a Deal Desk Specialist will include:
- Focus on the efficiency of the transaction review process and the cohesiveness of the transactions being made by Sales, especially in case of the more complex transactions which require multiple approvals and/or additional consultancy on optimizing the deal structure
- Assist sales in reviewing deal terms and conditions to ensure compliance with company policies and procedures, as well as applicable laws and regulations.
- Coordinating with sales teams to ensure that all required documentation and approvals are obtained before closing a deal.
- Working with Legal and Finance teams to assess and manage risks associated with a deal, including credit, legal, and regulatory risks.
- Managing the approval process for deals, including obtaining approvals from senior management and other stakeholders as required.
- Making sure Deal Desk’s involvement on a transaction is always accurately recorded in the company's systems and that all necessary data is captured for reporting and analysis purposes.
- Providing guidance, consultancy and support to sales teams on deal pricing, including developing and maintaining pricing models and tools, all while reflecting the nature of the customer’s business as well as the business strategy of Emplifi.
- Collaborating with cross-functional teams to streamline and improve the deal process, including identifying opportunities for process automation and optimization.
The Deal Desk Specialist focused on transactions and approvals should have excellent attention to detail, strong organizational, communication and project management skills, as well as the ability to manage multiple tasks and priorities simultaneously.
What You’ll Bring to Us
- Bachelor’s degree preferred and 2-4 years of experience in highly quantitative fields
- Proven skills in salesforce.com
- Proven track record of deal desk management and operations in a SaaS environment
- Strong analytical and technical skills, with a willingness to be hands-on including using pivot tables and/or BI tools to mashup and report data
- Exceptional communication skills and is able to simplify and present complex deal concepts to sales and executive audiences.
- An incredibly curious, proactive, and growth-minded approach to your work
- Relentless setting of aggressive short- and long-term goals and possesses a strong internal drive to achieve them.
- Ability to work cross-functionally with partners across different teams, clearly articulate intents, and properly negotiate to align goals and results.
What We Offer
North America (USA)
- International, fast paced and rapidly growing environment
- Chance to work with the world’s biggest brands at the CX tech leader
- Agile and open-minded culture, with high levels of trust and flexibility
- Opportunity for professional growth and development
- Possibility to learn new and cutting-edge technologies, in an environment that encourages new ideas
- Benefits package including Medical, Dental, Vision & Life Coverage Options
- Flexible Working Hours
- Unlimited PTO
- 12 paid Holidays
- 2 Paid Community Service Days
- Company paid STD and LTD
- 401K
- 8 weeks paid maternity leave or 4 weeks paid paternity leave; adoption and foster care leave available as well
- Educational Reimbursement Opportunities
- Referral Bonus Program
- Access to an Employee Assistance Program (EAP)
- Scheduled Company Learning Days and access to additional courses via our online Emplifi Academy
- There’s more as well! Speak with us to find out all the details!
- position:
- Deal Desk Specialist - Americas
- department:
- Finance & Operations
- location:
- Columbus, Toronto
- Employment Type:
- Full-time