Senior Deal Desk Analyst

About Outreach

Outreach, founded in 2014, is the only complete AI Revenue Workflow Platform that helps sales leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. Outreach infuses agentic AI to power 100s of use cases across sales motions. From new logo prospecting to renewal and expansion, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Global organizations use Outreach to power their revenue teams, including SAP, Siemens, Snowflake, ZoomInfo, and Verizon to name a few. 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. 

• 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 

• 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 

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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.