Deal Desk Analyst
Iterable
Iterable is the top-rated AI-powered customer engagement platform that helps organizations like Redfin, Priceline, Calm, and Box to activate customers with joyful interactions at scale. With Iterable, organizations drive high growth with individualized, harmonized and dynamic communications that engage customers throughout the entire lifecycle at the right time. Iterable’s data engine, ease of use, and flexible and open architecture makes it the best platform to close the data activation gap by bringing together customer data, ability to design the experiences, deliver them and optimize them. All in one platform. We’ve surpassed $200M in ARR and have raised more than $230M from top-tier investors like Index Ventures, Viking, and CRV. Nearly 1200 companies from over 50 countries around the world rely on us to captivate their many millions of users.
Iterable helps brands unlock growth in the digital era by enabling joyful customer experiences with individualized communications based real-time behavioral data, harmonized cross-channel communications based on customer lifecycle, and dynamic always-on journeys that adapt to customer signals. Our powerful customer communication platform helps marketers manage end-to-end customer engagement programs with enterprise-grade security, compliance and controls for their customers.
Iterable’s momentum grows daily and there has never been a more exciting time to join the team! We’ve been recognized as one of the Best Places to Work - SF for the past five years, recognized as one of Inc’s Best Workplaces and Fastest Growing Companies, and we were recognized on Forbes’ list of America’s Best Startup Employers in 2022. Notably, Iterable has also been listed on Wealthfront’s Career Launching Companies List and has held a top 10 ranking on the Top 25 Companies Where Women Want to Work.
We have a global presence with offices in San Francisco, New York, Denver, and London, and recently expanded our operations to Australia and New Zealand. Iterable’s reach extends worldwide, and we have remote employees across the globe. As we scale, we continue to live by our core four, founding values - Trust, Growth Mindset, Balance, and Humility. To understand the Iterable story, and learn more about our mission, explore our Culture and About Us page.
How you will make an impact:
Iterable is looking for a Deal Desk Analyst to join its growing team. This is a hands-on position that will be critical to enhance company contract execution. In this role, you will ensure that all contracts in our queue are reviewed, structured, consistently evaluated, approved, and closed as quickly and efficiently as possible. This role will report to the Senior Deal Desk Manager.
One of our core values is growth mindset and Iterable is a company where everyone can grow. If this is a role that excites you, please apply as we value applicants for the skills they bring beyond a job description.
In this role you’ll get to:
- Review pricing and contract structure to ensure alignment with business, legal, and finance requirements
- Calculate margins on deals to ensure each opportunity is meeting gross margin targets
- Enforce best practices for the quoting process, pricing guidelines, and overall Deal Desk processes
- Be creative and solutions oriented by finding solutions to non-standard deals that still align with business rules
- Escalate approvals to the appropriate business partners and functions for review and approval
- Help streamline, standardize, and automate contracting processes to meet internal SLAs
- Help manage current CPQ tool and make recommendations for future improvements
- Help support sales with quote and order form creation, including making edits inside of the CPQ system and manually updating order forms
- Review incoming bookings by ensuring all documentation is attached and data is entered accurately
- Help manage data integrity and reporting in Salesforce
- Help maintain and develop internal documentation relating to standard operating procedures
We are looking for people who have:
- 2 + years experience in a Deal Desk, Order Management, and/or Revenue Operations role/responsibilities
- Experience in CRM and CPQ tools (Salesforce.com)
- Can be self-sufficient and self-managed, especially during crunch time
- Detail-oriented and has an analytical approach to proactively solving problems
- Strong collaborator with multiple functions with well-versed interpersonal skills in both verbal and written communication
- Previous experience driving and managing projects independently
- Willingness and eagerness to learn on the job
- Ability to work and adapt to change in a fast-paced environment
- Strong Microsoft Office, GSuite, and Adobe skills
Bonus Points:
- Experience in SaaS environments and/or within rapidly growing companies
Perks & Benefits:
- Paid parental leave
- Competitive salaries, meaningful equity, & 401(k) plan
- Medical, dental, vision, & life insurance
- Balance Days (additional paid holidays)
- Fertility & Adoption Assistance
- Paid Sabbatical
- Flexible PTO
- Monthly Employee Wellness allowance
- Monthly Professional Development allowance
- Pre-tax commuter benefits
- Complete laptop workstation
The US base salary range for this position at the start of employment is 80,500 - 135,000. Within this range, individual pay is determined by specific US work location, as well as additional factors, including job-related skills, experience, relevant education or training, and internal equity considerations.
Please note that the range listed above reflects only base salary. The total compensation package includes variable pay (where applicable), equity, plus a range of benefits, including medical, dental, vision, and financial. In addition, we offer perks such as generous stipends for health & fitness and learning & development, among others.
Iterable is an Equal Employment Opportunity employer that proudly pursues and hires a diverse workforce. Iterable does not make hiring or employment decisions on the basis of race, color, religion or religious belief, ethnic or national origin, nationality, sex, gender, gender-identity, sexual orientation, disability, age, military or veteran status, or any other basis protected by applicable local, state, or federal laws or prohibited by Company policy. Iterable also strives for a healthy and safe workplace and strictly prohibits harassment of any kind. Pursuant to the San Francisco Fair Chance Ordinance and other similar state laws and local ordinances, and its internal policy, Iterable will also consider for employment qualified applicants with arrest and conviction records.