Senior Deal Desk Analyst

Outreach; Washington (District of Columbia); Remote; USD 90,000 - 110,000; Full time

Job summary

Outreach is seeking a motivated Senior Deal Desk Analyst to join their remote team in the US. This role focuses on structuring profitable transactions and ensuring compliance while providing analytical support to sales teams. Ideal candidates have strong problem-solving skills, proven experience in finance, and the ability to collaborate across departments.

Benefits

Flexible time off

401k plan

Generous medical, dental, and vision coverage

Parental leave program

Employee referral bonuses

Qualifications

• 4+ years of experience in Finance/Order Processing, preferably in tech.
• Knowledge of Quote to Cash life cycle and SaaS pricing is a plus.
• Experience in structuring contracts for subscriptions and services.

Responsibilities

• Provide business insight and analytical support to Sales.
• Cultivate relationships with departments like Sales and Finance.
• Ensure compliance with Outreach's internal policies in deal processing.

Skills

Relationship Building

Problem Solving

Data Analysis

Organizational Skills

Education

Bachelor Degree in Finance/Accounting

Tools

Salesforce.com

MS Excel

Zuora

Job description

Outreach is the first and only AI Sales Execution Platform built for intelligent revenue workflows. Built on the world’s largest foundation of customer interactions and go-to-market team data, Outreach’s leading revenue AI technology helps go-to-market professionals and their companies win by intelligently accelerating decision making and elevating sellers to do their best work. Our powerful platform gives revenue teams the tools they need to design, measure, and improve a revenue strategy for every stage of the customer journey, improving efficiency and effectiveness across the entire revenue cycle. Over 6,000 customers, including Zoom, McKesson, Snowflake, SAP, and Okta use Outreach to power workflows, put customers at the center of their business, improve revenue results, and win in the market.

Outreach is a privately held company based in Seattle, Washington, with offices worldwide. To learn more, please visit www.outreach.io.

About The Team

We are looking for a highly motivated, results-oriented Senior Deal Desk Analyst to join our team. The deal desk team is a global team of 5 and we roll into the greater Finance organization. This role reports directly to the Senior Manager, Deal Desk.

The Role

The primary focus of this position will be to help structure profitable and compliant transactions that address the needs of a diverse set of internal corporate customers, maximize Outreach revenue, and increase the effectiveness and productivity of our sales success teams. The right person for this job has a team player approach, the ability to work across departments with disparate needs, excels at problem solving through critical analysis, and is challenged by process review and continuous improvement.

Location: This position is remote within the US, we have a preference for the PT time zone for this position.

Your Daily Adventures Will Include

• Providing business insight, pricing and product knowledge, as well as analytical support to Sales, including customer interaction
• Being a sales-facing subject matter expert on deal structuring, processes, and policies
• Cultivating and sustaining strong working relationships with pivotal business partners (e.g. Sales, Sales Operations, Finance, Legal, Support, etc.) to help facilitate the review and approval process
• Building and reviewing a variety of order forms with differing levels of complexity for accuracy, while ensuring all required approvals, such as discounts and contractual terms, are obtained and clearly documented as well as being fully compliant with Outreach's internal policies
• Assisting in delivering ongoing education and training to ensure Sales understanding of and compliance with all deal processes
• Safeguarding and managing data quality in SFDC for all proposed and closed quotes/deals, which includes but is not limited to: customer expansions, new deal logos, commission levels and deal amounts, ensuring that all transactions adhere to internal revenue recognition policies and operational guidelines

Our Vision Of You

• 4+ years of experience (Finance/Order Processing role, tech preferred)Demonstrated capability to build strong working relationships with internal business units
• Demonstrated participation in process improvement initiatives and/or project management experience
• Knowledge of Quote to Cash life cycle and understanding of SaaS (Software as a Service) pricing and licensing model a plus
• Ability to work without supervision in a fast-paced high-tech environment
• Experience in data analysis, modeling and/or financial analysis a plus
• Proficiency withSalesforce.com and MS Excel is required
• Experience with Zuora is a plus
• Experience in software revenue recognition accounting a plus
• Experience in structuring multi-element (subscriptions, services and support) contracts
• Strong communication, organizational and problem-solving skills
• Minimum of a Bachelor Degree in Finance/Accounting or a similar discipline

$90,000 - $110,000 a year

The base salary range for this role is $90,000-$110,000 USD. You may also be offered incentive compensation, bonus, restricted stock units, and benefits. Actual compensation is based on factors such as your skills, qualifications, and experience. We also have a location-based compensation structure; there may be a different range for candidates in other locations.

#LI-SC1

#LI-Remote

Why You’ll Love It Here

• Flexible time off

• 401k to help you save for the future

• Generous medical, dental, and vision coverage for full-time employees and their dependents

• A parental leave program that includes options for a paid night nurse, and a gradual return to work

• Infertility/ assisted reproductive services benefit

• Employee referral bonuses to encourage the addition of great new people to the team

• Snacks and beverages in the Office, along with fun events to celebrate

• Diversity and inclusion programs that promote employee resource groups like Outreach Women's Network, Latinx community, Outreach Black Connection, AAPI community, Pride/LGBTQIA+, Gender+, Disability Community, and Veterans/Military

Outreach is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Our success is reliant on building teams that include people from different backgrounds and experiences who can elevate assumptions and ideas with fresh perspectives. We're dedicated to hiring the whole human, not just a resume. To that end, we look for a diverse pool of applicants-including those from historically marginalized groups. We would like to invite you to apply even if you don't think you meet all of the requirements listed below. We don't want a few lines in a job description to get between us and the opportunity to meet you.