ClickUp is the world’s only all-in-one productivity platform that flexes to the way people want to work. It replaces all individual workplace productivity tools with a single, unified platform that includes project management, document collaboration, whiteboards, spreadsheets, and AI. With our headquarters based in San Diego and a rapidly expanding global presence, we are shaping the future of work. Join our team at ClickUp, one of the fastest-growing SaaS companies worldwide, and help millions of users be more productive - saving them at least one day every week. 🦄
We are seeking a dynamic and experienced Deal Desk Analyst to join our Finance Operations team. This role is pivotal in conducting day-to-day deal desk operations, ensuring seamless collaboration between sales, finance, and legal teams. In this role, you will apply strong attention-to-detail skills to help drive accuracy and urgency within the sales Org. The ideal candidate will have a strong background in deal desk operations, order operations, revenue operations, or similar functions with 3+ years of direct experience.
- Review, restructure and process requests for sales quote approvals, order form updates and reviews, and client concessions in a timely and consistent manner.
- Actively participating in deal structuring and provide knowledgeable guidance to the sales organization.
- Collaborate with sales, finance, legal and Billing teams to ensure compliance with company policies.
- Support business growth by taking a proactive and collaborative approach with both finance and external company stakeholders.
- Participate in system improvements to drive growth and support changing processes.
- 3+ years of direct experience in deal desk operations or a related field, specifically for a company selling SaaS solutions.
- Strong analytical and problem-solving skills, with a keen attention to detail, with strong time management and efficiency.
- Excellent communication and interpersonal skills, with the ability to collaborate effectively across departments.
- Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities.
- Bachelor's degree in Finance, Business Administration, or a related field.
- 3+ years of Salesforce CPQ experience. Admin experience preferred but not required.
- 1+ years of Ironclad experience preferred.
- 1+ years of ClickUp experience preferred.
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Unsure if you meet all the qualifications of this job description but are deeply excited about the role? We hire based on ambition, grit, and a passion for improving the way people work. If you think ClickUp is the company for you, we encourage you to apply!
ClickUp was founded on a culture of hard work, consistent growth, and a desire to break norms. We’re a values-driven company and hire based on ambition, merit, and a willingness to do what it takes to succeed. We don’t care where you’re from, what you look like, or who you’re in a relationship with—we hire the best people for the job, and create an environment that supports employees on their journey to do the most exciting work of their lives! ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
ClickUp collects and processes personal data in accordance with applicable data protection laws.
- If you are a European Job Applicant, see our privacy policy for further details.
- If you are a Philippine Job Applicant, see our privacy policy and our Philippine Data Privacy Notice for further details.
Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.
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What We Do
ClickUp is the world’s only all-in-one productivity platform that flexes to the way people want to work. It replaces all individual workplace productivity tools with a single, unified platform that includes project management, document collaboration, whiteboards, spreadsheets, and AI. With our headquarters based in San Diego and a rapidly expanding global presence, we are shaping the future of work. Join our team at ClickUp, one of the fastest-growing SaaS companies worldwide, and help millions of users be more productive - saving them at least one day every week.
Why Work With Us
ClickUppers are highly passionate, energetic, and unique people that align in the mission of saving people time and making the world more productive. We're the newcomer, the underdog, but that's where we thrive. Let’s make the world more productive!
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