Senior Deal Desk Specialist

Restaurant365 is a SaaS company disrupting the restaurant industry! Our cloud-based platform provides a unique, centralized solution for accounting and back-office operations for restaurants. Restaurant365’s culture is focused on empowering team members to produce top-notch results while elevating their skills. We’re constantly evolving and improving to make sure we are and always will be “Best in Class” ... and we want that for you too!

We are seeking an experienced and dynamic Senior Deal Desk Analyst to join our team. This individual would play a crucial role in supporting the growth and retention of the R365 business. The role is pivotal in shaping all aspects of deal management strategies and process and requires a high level of expertise in complex deal structures. 

You will work closely with the Deal Desk manager, sales, CS, revenue operations and finance teams to ensure that deals are structured correctly, in compliance with policy, and aligned with company goals. This role requires a deep understanding of deal structure and a proven track record in deal management. Additionally, this role will be pivotal in shaping the policies and procedures of the overall contract process, and proactively identifying patterns and activity within our contracting process that can be standardized and automated. In this capacity, you will work closely with the product lead for R365 internal systems, including Salesforce and finance applications, to improve straight through processing of deals. 

How you'll add value:

• Serve as trusted advisor to the Sales team on deal structure and quoting, advises the team on alternative contract options and/or value propositioning to help drive deals to closure. 

• Work cross-functionally to approve new sales quotes, orders, amendments, and contract renewals using Salesforce and Salesforce CPQ.  

• Manage customer contracts and data in Salesforce, Workfront, Monday.com, and other systems as needed. 

• Perform account reconciliations to ensure customer subscriptions are accurate and notify internal representatives and customers of account modifications.  

• Assisting in documenting and offer recommendations to sales processes and policies using flowcharts and maintain document libraries. 

• Adhere to the product catalog, price books, and sales trading guidelines. 

• Supports all commercial related activities including, but not limited to, deal structuring, contract creation, pricing, review, and approval for offers, contract management and providing support to field sales for quoting purposes. 

• Act as a Sales-facing subject matter expert on process, policy, and pricing related matters 

• Manage pipeline integrity/accuracy, review CPQ cleanup dashboard regularly, and provide CPQ reporting as needed. 

• Monitors and responds to Sales support case queue in Freshdesk/Salesforce, and deal-desk-team Slack channel consistently maintaining case SLAs. 

• Partner with sales operations to participate in driving process improvements and system upgrades in all areas including Salesforce CPQ. 

• Assist Sales teams in creating and positioning complex orders, which involves acting as the liaison between Sales and other key stakeholders involved in the deal structuring process (e.g. Sales Operations, Finance, Legal, Service, etc.) 

• Must be open to working extended hours at month end, quarter end, and as needed. Partners with Sales Operations and Sales teams to facilitate process and system improvements. 

• Perform additional deal desk activities related to the above, as may be required from time to time. 

• Other duties as assigned. 

• Occasional travel may be required. 

What you'll need to be successful in this role:

• At least 4+ years of demonstrated and related experience in any of the following areas:  deal desk operations, sales, sales operations, order operations, financial operations, and/or revenue accounting for in the SaaS/B2B industry. 

• Proficient in MS Excel and in Salesforce CRM or CPQ.  

• Strong business acumen, strong reporting and analytics, troubleshooting, problem-solving, and project management skills. 

• Ability to think from both a strategic and tactical perspective. 

• Good understanding of booking and revenue recognition rules. 

• Excellent organization, time management and prioritization skills; ability to manage multiple, time-sensitive requests independently but also collaboratively with minimal supervision at times. 

• Ability to exercise independent judgement and make business decisions effectively. 

WHAT MAKES YOU STAND OUT 

• Understanding of revenue recognition principles   

• Understanding of Salesforce CPQ  

• Knowledge of Sage Intacct  

R365 Team Member Benefits & Compensation

• This position has a salary range of $110K-$115K. The above range represents the expected salary range for this position. The actual salary may vary based upon several factors, including, but not limited to, relevant skills/experience, time in the role, business line, and geographic location. Restaurant365 focuses on equitable pay for our team and aims for transparency with our pay practices.

• Comprehensive medical benefits, 100% paid for employee

• 401k + matching

• Equity Option Grant

• Unlimited PTO + Company holidays

• Wellness initiatives

#BI-Remote

$110,000 - $115,000 a year

R365 is an Equal Opportunity Employer and we encourage all forward-thinkers who embrace change and possess a positive attitude to apply.