Deal Desk Analyst at Lattice

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About the Role

As part of Lattice's Deal Desk team you will act as a subject matter expert for Lattice’s quote to cash process, and will partner with Sales and Customer Success teams to manage deal volume.

In this role, you will report to the Deal Desk Manager, but you’ll actively work cross-functionally with Legal, Finance, Sales, and Customer Success (CX), and Sales Operations. 


Responsibilities

You’ll act as an expert on our internal practices for recognizing revenue. You’ll help the field create deal structures that make sense for both our customers and Lattice, and work swiftly to process transactions in our CLM (Salesforce).

  • Interpret Lattice’s best practices for booking revenue to Sales and CX
  • Ensure proper deal hygiene in Salesforce while assisting in the quoting process
  • Own our customer-facing paperwork; effectively administer order forms & terms of service
  • Orchestrate deal efforts between approvers, Legal and Sales
  • Competently juggle and prioritize a variety of asks from various stakeholders 
  • Proficiency in CPQ, Salesforce, Ironclad and document editing (Adobe/Word) is a must
  • Advise on best practices and coordinate with internal teams to administer improvements to the quote to cash process

Qualifications

There’s no such thing as a perfect candidate. We expect you to possess some combination of the following:

  • 2-4 years of Deal Desk experience
  • Attention to detail & critical thinking skills
  • Highly organized, efficient, and enjoyable to work with
  • Have a knack for solving puzzles
  • Able to manage a variety of tasks while maintaining composure
  • Solid understanding of revenue recognition do’s and don’ts
  • Able to balance simultaneous responsibilities while maintaining efficiency 
  • Experienced with Salesforce, CPQ, Ironclad
  • Experience in a SaaS start-up or Public Accounting firm is a big plus

Why Lattice?

  • We invest in the personal and professional growth of every employee because we believe growth leads to both business impact and personal fulfillment
  • The opportunity to join an experienced and ambitious team that is passionate about solving customers’ needs and loves coming to work every day
  • Partner with 3,700+ companies around the world to make sure their employees are engaged and performing at a high level
  • A culture that encourages and promotes professional growth and development, with continuous learning reimbursements
  • Competitive salary, equity, and benefits
  • Flexible vacation/time-off policy

About Lattice

***Lattice is on a mission to build cultures where employees and their companies thrive.  In an age where innovation is happening all around us, there's commonality – people are driving these changes. We offer a solution that helps companies put employees first. Lattice is a people management tool that offers performance reviews, employee engagement surveys, real-time feedback, weekly check-ins, and goal setting in a way that allows companies to focus on employee development, growth, and engagement. Since launching in 2016 we have grown to over 3000+  customers globally, including brands like Slack, Reddit, Glossier, and Asana.***

- ***-***

***Lattice is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. Lattice is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.***

***By clicking the "Submit Application" button below, you consent to Lattice processing your personal information for the purpose of assessing your candidacy for this position in accordance with [Lattice's Job Applicant Privacy Policy](https://lattice.com/privacy/job-applicant-privacy-policy).***

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Technology we use

  • Engineering
  • Sales & Marketing
    • JavascriptLanguages
    • ReactLibraries
    • Node.jsFrameworks
    • PostgreSQLDatabases
    • SalesforceCRM
    • MarketoLead Gen

An Insider's view of Lattice

How would you describe the company’s work-life balance?

Everyone comes into the office (or online) to put in their best work day after day. But we all understand that rest and off-time is crucial to sustaining that caliber of performance. We’re constantly encouraged to take breaks and look after ourselves. This concern for other Latticians is noticeable all around—from your teammates to execs.

Ricky

Software Engineer - Technical Lead

What projects are you most excited about?

The foundation work we’re doing! Our mission, making work meaningful, can only be enabled if we’re building from a solid product foundation. We’re thinking about where the platform can go and working backward into a clearer information architecture that can support our vision. The process requires research, customer empathy, and divergent thinking.

Jared

Head of Design

How has your career grown since starting at the company?

I have always wanted to learn as much as I can about scaling a company. At Lattice I have been given the opportunity to dive deep into multiple parts of our business - starting in Customer Experience/Operations and then moving to Sales. I have learned more in two years at Lattice than I could have anywhere else in more than double that time.

Emily

Sales Enablement Manager

What’s the vibe like in the office?

At Lattice, we have a very supportive and friendly atmosphere. Everybody goes out of their way to help, support, and appreciate each other. If you do a great job helping a colleague, solving a difficult problem, suffice to say it doesn’t go unnoticed.

Mona

Software Engineer

What are Lattice Perks + Benefits

Culture
Friends outside of work
Eat lunch together
Intracompany committees
We have dedicated Employee Resource Groups (ERGs) that center around people of color, women, and the LGBTQ community!
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Highly diverse management team
40% of our C-level executive team is female and we are focused on building out a diverse, inclusive, and equitable team.
Unconscious bias training
Diversity manifesto
Diversity Employee Resource Groups
LOUD, Latticians Organizing for Unity 
& Diversity ERG, advocates for and elevates those 
who identify as people of color by helping make Lattice a more diverse, equitable, 
and inclusive workpl
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
Employee Stock Purchase Plan
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Lattice has a fully stocked kitchen full of snacks, breakfast and lunch items, a Bevi, and Kombucha on tap.
Some Meals Provided
Employees get free lunch on Tuesdays and Fridays.
Happy Hours
Happy hours are hosted once per month.
Professional Development Benefits
Job Training & Conferences
Lattice offers employees professional development opportunities like an annual individual budget for training and onsite training course.
Lunch and learns
Promote from within

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