- Quote & Orders
- Contracting process
- Sales Support
- Data Analysis
- Documentation
- Commissions & Quality Control
- Leverage AI to Support Process Improvements & Innovations
- Implementation and Training on Best Practices
- Data Accuracy
- Deal Desk Operations: Manage end-to-end deal desk workflow including deal structuring, pricing approval routing, contract drafting, and amendment management across all GTM teams. Triage deal desk submissions, provide analysis and recommendations, surface relevant deal details to leadership, and partner cross-functionally with Sales, Finance, Legal, Implementation, Customer Success, and other stakeholders to ensure accurate, compliant, and timely deal execution.
- Sales Process Support: Expedite the sales process by helping sales reps navigate internal processes.
- Cross-Functional Alignment: Serve as a key liaison between Sales, CX, and Finance teams to align on business goals and ensure smooth communication.
- Data Management & Analysis: Build and maintain Excel-based audit systems, pricing calculators, and data validation tools using advanced formulas. Conduct deep analysis on sales performance, deal structures, and revenue metrics. Identify data quality issues, implement controls, and escalate gaps as needed.
- Documentation & Training: Own documentation for new or revised processes, assisting with providing necessary training for sales reps.
- Commissions & Quality Control: Run commission calculations and oversee process improvements; review deal structures and audit booked deals.
- Contract Governance & Process Standardization: Establish and maintain contract standardization frameworks including approval workflows, compliance checks, and quality control processes. Audit booked deals to ensure accuracy in ARR allocation, pricing structure, and contractual terms. Build institutional knowledge repositories including Deal Desk Rules, MSA Drafting Guides, and amendment language libraries.
Requirements
- Experience: 1-3 years of relevant experience in roles such as Operations, Sales Operations Revenue Operations, Financial Analyst, BizOps, Business Analyst, or Deal Desk Analyst, preferably in a high-growth software company or top consulting firm.
- Technical Skills: Proficient in Sales CRMs, business intelligence and data visualization tools, and with strong Excel skills.
- Communication & Collaboration: Demonstrated ability to work effectively with stakeholders across all levels and departments, with strong interpersonal skills.
- Process Orientation: Highly organized, proactive, and process-oriented, with a strong attention to detail.
- Work Flexibility: Ability to work non-standard hours as needed, particularly during end-of-quarter periods, and willingness to travel to headquarters as needed.
- Preferred: Salesforce/HubSpot CPQ tools, PandaDoc/DocuSign Order Form management tools, contract management systems, and working in SaaS or startup environments.
- Always Growing: Likes change and enjoys finding new ways to improve their knowledge and the platform. Always ready to learn quickly about emerging AI technologies and infrastructure patterns, helping themselves and the team grow.
- Win as a Team: Builds trust and works together by making sure everyone communicates well. Actively involved in daily platform work, working closely with engineering teams, listening to their infrastructure needs, and celebrating technical successes together.
- Accountability Starts with Me: Notices platform problems and takes personal action to solve them. Takes ownership of platform performance, reliability, and the success of internal customers building on the platform.
- Unwavering Commitment to Customer Experience: Regularly talks to internal customers (product teams, engineers), taking personal responsibility to understand what they need from the platform, address infrastructure concerns, and make their development experience better with improved platform capabilities.
- Innovate Boldly: We challenge the status quo and push technical boundaries to create meaningful change. We act with urgency and purpose, knowing that platform innovation drives our AI-native product success.
- AI-First Product Culture - Build the intelligent infrastructure that powers AI innovation at scale
- Our eNPS is +68! (Google it, that is great)
- Benefits: Medical, Dental, and Vision kick in day one
- Unlimited PTO (with a requirement for employees to take a minimum of one continuous week per year)
- 401K with Company Match
- Remote Flexible - come to the office when needed
- Great parental leave benefits
- Named on Inc 5000 list of America's Fastest Growing Private Companies
- Named on Inc 5000 Vet 100 Private Companies list multiple years in a row
- Winner of Coastal Entrepreneur Award, Technology Category
- Active employee-led Culture Committee
- Ongoing industry and professional development trainings available to all employees
- Multiple leaders on the executive committee recognized as 40 under 40 recipients for contributions to business and community
- We're playing offense to win! Our product market fit and our world-class employees make us the leader in our space. We're building something cool and people like it here
Top Skills
What We Do
Vantaca is the leading community management software that empowers owners, operators, community management teams, and association boards to elevate business performance. More than just accounting and management software, Vantaca is a next-gen business operating system that drives revenue, boosts efficiency, enhances flexibility, and strengthens control. Built on a modern, cloud-based architecture, its single-platform design adapts seamlessly to 100% of business processes, delivers proactive insights through advanced reporting, and integrates with your preferred software and banking partners. Exclusively focused on community management, Vantaca is the trusted technology leader, serving as a proven partner for innovation and operational excellence in the community association management industry. Call to schedule a demo at 1-855-582-6822 or visit www.vantaca.com for more information.
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