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Alteryx

Deal Desk Specialist

Posted 2 Days Ago
Be an Early Applicant
In-Office or Remote
27 Locations
58K-65K Annually
Mid level
In-Office or Remote
27 Locations
58K-65K Annually
Mid level
The Deal Desk Specialist manages the quote-to-order cycle, ensuring compliance and collaboration across sales and operational teams to optimize revenue. They advise sales on quoting, contracting, and internal policies to streamline processes.
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We’re looking for problem solvers, innovators, and dreamers who are searching for anything but business as usual. Like us, you’re a high performer who’s an expert at your craft, constantly challenging the status quo. You value inclusivity and want to join a culture that empowers you to show up as your authentic self. You know that success hinges on commitment, that our differences make us stronger, and that the finish line is always sweeter when the whole team crosses together.

Why work for just any analytics company? At Alteryx, Inc., we are explorers, dreamers and innovators. We’re on a journey to build the best analytics platform in the world, but we can’t do it without people like you, leading the way. Forget the stereotypical tech companies of the past. Embrace the unconventional, exercise your imagination and help alter the future with Alteryx.

Join a Fast-Paced, Impact-Driven Team
If you thrive in a dynamic environment where precision, strategy, and collaboration intersect, we have the perfect opportunity for you. We are seeking a Deal Desk Specialist to play a critical role in structuring deals, managing contracts, and ensuring our sales process runs smoothly from quote to close. This position is ideal for someone who excels at balancing business needs with policy compliance, all while providing exceptional support to sales teams.

Deal Desk Specialist

Reporting to the Manager, Deal Desk, as the Deal Desk Specialist you will support a high-paced, high-performing sales. You will manage the quote-to-order cycle, with a focus on customer and business outcomes, while applying strong business and commercial acumen, problem-solving skills and creativity in driving deal structures that maximize revenue KPIs and adherence with established policies.

Establishing strong cross-functional relationships and collaboration with the Sales, Sales Ops, Finance, Legal and Order Management teams is essential for this role.

Responsibilities

  • Serves as trusted advisor to the Sales team on quoting, contracting options and approval processes
  • Subject matter expert on sales approval policies
  • Partners with Sales to accelerate quote cycle through operational efficiencies and education
  • Consistently maintains departmental SLAs
  • Ensure accuracy of all quote fields in CPQ to minimize downstream discrepancies and re-work
  • Coordinate with cross-functional teams who support the commercial sales cycle (Legal, Credit Control, Revenue Recognition, Order Operations) to drive deals to closure
  • Knowledgeable on internal bookings policy, sales compensation plans and order documentation requirements

Requirements:

  • Familiarity with Enterprise Software/SaaS B2B Industry – Order Management, Finance Operations, Deal Desk or Sales Operations experience preferred
  • Experience with Salesforce CPQ or other CPQ tool highly preferred
  • Demonstrated ability to partner with GTM teams and other cross-functional departments
  • Highly organized, customer-focused and strong attention to detail
  • Ability to multi-task and prioritize at times of high volume, schedule flexibility during End of Month and End of Quarter
  • Excellent communication skills and open to feedback
  • Basic understanding of revenue recognition rules, sales contracts, SOX; ability to recognize risk in deal terms and/or structure
  • Basic understanding of software licensing and SaaS provisioning process

Compensation

Alteryx is committed to fair, equitable, and transparent compensation. Final compensation will be determined by various factors such as your relevant work experience, education, certifications, skills, and geographic location. 

The base salary range for this role in California, Colorado, Washington, Texas, and Rhode Island is $57,725 to $65,200.

In addition, you may be eligible for other compensation, such as a bonus. Employees may also be eligible for a wide range of other benefits, including medical, retirement, financial, wellness, time off, employee discounts, and others.

Find yourself checking a lot of these boxes but doubting whether you should apply? At Alteryx, we support a growth mindset for our associates through all stages of their careers. If you meet some of the requirements and you share our values, we encourage you to apply. As part of our ongoing commitment to a diverse, equitable, and inclusive workplace, we’re invested in building teams with a wide variety of backgrounds, identities, and experiences.

Find yourself checking a lot of these boxes but doubting whether you should apply? At Alteryx, we support a growth mindset for our associates through all stages of their careers. If you meet some of the requirements and you share our values, we encourage you to apply. As part of our ongoing commitment to a diverse, equitable, and inclusive workplace, we’re invested in building teams with a wide variety of backgrounds, identities, and experiences.

This position involves access to software/technology that is subject to U.S. export controls. Any job offer made will be contingent upon the applicant’s capacity to serve in compliance with U.S. export controls.

Top Skills

Salesforce Cpq

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