We're looking for an Associate Deal Desk Analyst to join our Revenue Operations department, who is energetic, driven and thrives working in a positive, forward thinking and collaborative environment. You will report into the Senior Manager, Deal Desk. To be successful in this role, you will be well versed in the world of SaaS and highly organized. You will also be confident interfacing with Executives and cross-functional teams including Sales, Customer Success, Finance, and Legal teams on deal structuring, commercial terms, pricing approvals, and contract negotiation.
Key Responsibilities:
- Order Form Management:
- Create standard and non-standard Order Forms, Amendments and SOWs for new business, expansions and renewals.
- Redline non-standard commercial deal terms. Manage the approval process, ensuring compliance with company policies.
- Work closely with Legal, Finance and Product Owners to address discrepancies and ensure compliance.
- Renewals and Data Management:
- Track and optimize renewal opportunities in Salesforce, ensuring timely follow-ups and processing.
- Assist with Salesforce data quality and provide ongoing data hygiene support.
- Churn reporting and forecasting
- Coordinate with Accounting to resolve any NetSuite entries or billing clarifications, ensuring alignment with revenue recognition principles.
- Support and Training:
- Provide guidance and train Sales and Customer Success teams on the use of Salesforce.com and CPQ
- Respond promptly to day-to-day inquiries from various stakeholders, building strong internal relationships.
- Process Improvement:
- Recommend process improvements and workflows to enhance efficiency and accuracy
- Collaborate with IT on Salesforce enhancements, conduct User Acceptance Testing (UAT) and ensure implementation
Qualifications & Skills:
- Bachelor’s degree in Business, Finance, Accounting, or a related field.
- 2-3 years of experience in Deal Desk, Revenue Operations, or Finance roles, ideally in SaaS or subscription-based environments.
- Proficiency in Salesforce.com and CRM processes.
- Experience with CPQ tools and managing non-standard order forms.
- Ability to redline non-standard terms and collaborate effectively with Sales, Customer Success, Legal, Finance, and Marketing teams.
- Familiarity with NetSuite for accounting entries, billing coordination, and revenue recognition.
- Strong analytical, interpersonal, and problem-solving skills.
- Proficiency in MS Word, Excel, Google Docs and Sheets
- Self-motivated and detail-oriented, with the ability to work independently and as part of a team.
- Strong time management and multitasking abilities in a fast-paced environment.
The Good Stuff:
+ Amazing growth and learning opportunities with a fast-growing Canadian SaaS company that is a world leader in its industry+ Best-in-class company paid benefits for you and your family - offering medical, dental, vision, RRSP matching in Canada, a 401K in the US, and more.+ Unlimited Vacation: Yep, it’s true. Take vacation when you want it, how you want it. Designed to better fit your evolving needs.+ Summer Fridays: Fridays are a day off during July and August. To help provide better balance in the summer months focusing on employee wellness.+ Recognized as a Great Place to Work® 2021-2022+ Recognized in 2023 as one of the Best Workplaces for Women® + Recognized as a Top Employer by British Columbia's Top Employers 2023
About Alida
Alida believes in a world where customers are respected as the ultimate source of truth. Because knowing the whole truth about your customers can help companies make better decisions and drive long term loyalty and growth.That’s why Alida helps innovative brands create highly engaged research communities to gather feedback that empowers better customer experiences and product innovation.Leading companies like HBOMax, Adobe, Warner Bros. Discovery, Twitch and lululemon depend on Alida’s community-centered research platform to deliver fast and reliable customer feedback at scale so they can build better products, refine user experiences and test marketing campaigns.Learn more at www.alida.com.
We can’t wait to meet you!
We understand that applying for a new position takes effort and want to thank you in advance for taking the time to introduce yourself.At Alida, we’re dedicated to fostering an environment where our employees feel heard, valued and included.We believe that a diverse team is a core pillar in building better products and services for our global customers and we strongly encourage applications from all people regardless of race, religion, gender, age, disability status or sexual orientation. Even if you don't meet every single one of the stated requirements but you are excited about this opportunity, we'd love to hear from you anyway.
Our Talent Acquisition team will review your application for this role, and others we may have open now or in the future.Follow us at www.alida.com and engage with us on LinkedIn, Twitter and Instagram.Alida has an accommodation process in place to provide reasonable accommodation to employees, and to qualified job applicants with a disability during the hiring process. If you require accommodation because of a disability or medical need, please contact [email protected] so that arrangements can be made for the appropriate accommodations to be in place.Alida takes your private information seriously. Review our Candidate Privacy Statement here to understand how we use and protect your personal information.
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