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.***

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***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).***