Deal Desk Associate
The Deal Desk Associate will be responsible for working on important daily tasks and projects to assist with the quote-to-cash process. The focus of this role will be managing the deal approval process and ensuring accuracy of all deals. This role will also be expected to assist the Revenue team with deal related requests and help improve processes to enable scale across the organization.
The ideal candidate will be an adaptable, highly motivated individual with the ability to work in a fast paced environment. It is important that the person in this role is extremely detail oriented, organized, and an operational thinker.
What you’ll do:
Contracting Process:
- Handle day to day deal requests from Sales and Customer Success teams.
- Review, analyze and approve all customer quotes to ensure contracts follow our contract guidelines and will impact the customer’s account as expected.
- Analyze impact of deals on downstream systems and processes including forecasting, commissions, customer accounts and accounting.
- Host regularly scheduled office hours for the Revenue team to discuss deal strategy.
- Coach the Revenue team on the technical aspects of the quoting process.
- Educate the Revenue team on provisioning, accounting and legal impacts of their deals.
- Identify areas for process improvement and make recommendations to increase efficiency across the Deal Desk and GTM teams.
- Use Excel or Google sheets to model out Multi-Year deals for the GTM Team and cross-functional teams to reference.
Administration:
- Ensure accuracy of all Closed-Won deals.
- Prepare and maintain internal Deal Desk process documentation as well as GTM enablement guides.
- Run daily, weekly and monthly reports for action items and to analyze gaps in our quoting and deal processes. Resolve these gaps.
- Maintain agreed upon SLAs - Quote approval and provisioning turnaround times.
Who you are:
- Bachelor’s degree or equivalent experience
- 2+ years experience in a deal desk, contract administration, or operations role
- Proficiency in Salesforce, HubSpot, GSuite, and Excel
- Ability to learn quickly and adapt to a changing environment
- Strong problem solving and prioritization skills
- Ability to work cross functionally and independently
- Must enjoy working in a fast-paced environment and have the ability to maintain outstanding attention to detail
United States Base Pay Range
$74,000—$92,000 USD
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
About CircleCI
CircleCI is the world’s largest continuous integration/continuous delivery (CI/CD) platform, and the hub where code moves from idea to delivery. As one of the most-used DevOps tools - processing more than 3 million jobs a day - CircleCI has unique access to data on how the most effective engineering teams work, and the tools to help software companies successfully leverage the power of AI into their commercial applications. Companies like Hinge, HuggingFace, and Samsung use us to improve engineering team productivity, release better products, and get to market faster.
Founded in 2011 and headquartered in downtown San Francisco with a global, remote workforce, CircleCI is venture-backed by Base10, Greenspring Associates, Eleven Prime, IVP, Sapphire Ventures, Top Tier Capital Partners, Baseline Ventures, Threshold
Ventures, Scale Venture Partners, Owl Rock Capital, Next Equity Partners, Heavybit, and Harrison Metal Capital.
CircleCI is an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.
Top Skills
What We Do
CircleCI is the world’s largest shared continuous integration and continuous delivery (CI/CD) platform, and the central hub where code moves from idea to delivery. As one of the most-used DevOps tools that processes more than 1 million builds a day, CircleCI has unique access to data on how engineering teams work, and how their code runs
Why Work With Us
Our culture is rooted in our core values: Be ambitious, resilient, empathetic, inclusive and transparent. All of our people-related processes – how we hire, promote and provide recognition are based on these values.
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