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Deal Desk Analyst

Customer.io

Customer.io

IT
Remote
Posted on Wednesday, February 7, 2024

Hi, I'm Alex, a Director of Sales Operations at Customer.io. We're looking for a Deals Desk Analyst to join our growing team.

As a Deals Desk Analyst, you will serve as the key point of contact for managing deal flows and structuring complex deals through the creation of proposals, ensuring strict compliance with internal policies and procedures. Your core responsibilities will involve proactively engaging with the sales team, leveraging analytical skills to optimize pricing strategies, and actively participating in contract negotiations. Through close collaboration with sales, finance, and legal teams, you will be instrumental in aligning all deals with company objectives, strategically maximizing revenue opportunities. Your pivotal role in shaping profitable deals, coupled with your dedication to compliance, will significantly contribute to enhancing overall business performance.
Some things you'll do:

  • Deal Structuring and Strategy - Manage the pricing and quoting process, ensuring competitiveness, and adherence to company policies. Collaborate closely with the sales team to formulate intricate deals, offering proactive assistance in deal configuration to optimize profitability while ensuring compliance. Spearhead the development and execution of sales strategies aligned with company objectives.
  • Cross-Functional Collaboration - Work closely with cross-functional teams, including Sales, Customer Success, Billing, Legal, and Product, to review and structure deals following company goals and policies.
  • Operational Procedures and Solutions - Review operational procedures, assess business process needs, and identify technical capabilities. Develop and configure customizable, scalable solutions to enhance operational efficiency.
  • Financial & Risk Analysis - Perform comprehensive financial analysis and risk assessments for proposed deals, recognizing potential opportunities and identifying threats. Evaluate and mitigate risks associated with non-standard agreements, obtaining necessary approvals and implementing mitigations. Contribute to negotiations by delivering pertinent competitive analysis and presenting strategic pricing options.
  • Process Improvement - Drive process improvements and streamline workflows to enhance efficiency in deal management.
  • Reporting and Analysis - Generate regular reports on deal status, profitability, and sales metrics. Conduct post-deal analysis to identify trends and opportunities for improvement in the sales process.
  • Guidance and Support - Provide guidance and support to sales teams regarding deal structuring, pricing models, and contract terms.
  • Internal CPQ Validation - Validate that deal structures align with internal CPQ requirements.

About you:

  • You should possess a minimum of three years of hands-on experience in managing a Configure, Price, Quote (CPQ) tool, as well as expertise in pricing strategies and sales operations within a comparable industry
  • You are available to overlap at least 4 of your working hours with EST (Denmark, Spain, UK, Netherlands)
  • Salesforce Admin experience (preferred)
  • Analytical thinker who can analyze complex data and market trends to make informed decisions
  • Excellent communication and negotiation skills
  • Ability to collaborate effectively within diverse teams to accomplish shared goals in a cross-functional setting
  • Detail-oriented with a strategic mindset to drive business outcomes
  • Thrives in a fast-paced, dynamic work environment and can adjust to changing priorities
  • Takes a proactive approach to identify challenges and develop innovative solutions
  • Upholds high ethical standards in dealing with sensitive and confidential information
  • Proficiency in utilizing Google Sheets for data analysis and management
  • You have a Growth Mindset, and always put your customers first!

About Customer.io

Our mission at Customer.io is to power automated communication that people like to receive. Today over 7,100 internet businesses use Customer.io to manage, send, and track the performance of emails, SMS, push notifications, and in-app messages. Unlike typical marketing platforms, Customer.io helps businesses increase relevance by using behavioral data: what people do or don’t do when logged in to a web or mobile app.
We are offering a starting salary of USD 110,000 (or equivalent in local currency) depending on experience and subject to market rate adjustment.

Benefits at Customer.io include:

  • Unlimited PTO - we encourage at least 20 vacation days (in addition to holidays and sick days) so that you can unwind, unplug, and recharge
  • 16 weeks of paid parental leave (including adoption and foster care)
  • 100% paid insurance premiums for you and your dependents
  • 401k retirement matching - up to 5% dollar-for-dollar match to retirement contributions
  • $1,500 annual healthy lifestyle budget (for gym memberships, classes, fitness equipment)
  • $250/monthly Remote Work Stipend to be used for home internet, cell phone, and other miscellaneous remote work costs
  • $300/month co-working space rental reimbursement
  • $2,000/yearly professional education budget for conferences, courses, workshops, books, etc.
  • $1,500 home office budget to make sure your working space is ergonomic and just what you need to do your best work!
  • One month sabbatical after five years at Customer.io
  • We also have opportunities to meet in person with your peers throughout the year

All final candidates will be asked to complete a background check and employment verifications as part of our pre-employment process.
Customer.io recognizes the stifling impact of systemic injustice on diverse communities. We commit to using our influence to increase inclusion and equity within the tech industry. We strive to build an inclusive team culture, implement bias-free hiring practices, and develop community partnerships to expand our global impact.

Join us!

Check out our careers page for more information about why you should come work with us! We are passionate about our core values of Empathy, Transparency, Responsibility, and Awkwardness and are looking for new coworkers to share and build that passion!

How to apply
Apply at the link below and tell us why you're interested in the position! We plan to respond to all applicants with a status update about your application.

Here's what you can expect from our hiring process:
1. 30-minute video call with a Recruiter
2. 60-minute video call with the Hiring Manager
3. Take Home Assignment
4. Assignment Review Call with two potential team members
5. Final Interview