Alteryx
DealDeskAnalyst
“Deal Desk Analyst at Alteryx. Skills: Deal Desk, Sales Operations, Finance Operations, Order Management, CPQ. Supports the Sales team through the quoting and approval process, following established pricing, contracting, and approval guidelines. Provides guidance to Sales on standard quoting options and escalation paths under manager or senior analyst direction”
What You'll Achieve.
help drive efficient deal processing and positive customer and business outcomes; Consistently meet departmental SLAs and turnaround time expectations; reduce downstream errors and rework
Industry & Context.
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.
What They're Looking For.
Must Have
1–2 years of experience in Deal Desk, Sales Operations, Finance Operations, Order Management, or a related role within a B2B SaaS or Enterprise Software environment, Demonstrated ability to collaborate with Sales and cross-functional partners, organizational skills with high attention to detail, Ability to manage multiple priorities in a high-volume flexibility during End of Month and End of Quarter, written and verbal communication, open to feedback and continuous learning, Foundational understanding of revenue recognition concepts, sales contracts, SOX controls, and risk awareness in deal structures, Basic understanding of software licensing and SaaS provisioning processes
Nice to Have
Exposure to Salesforce CPQ or another CPQ tool preferred
What You'll Do.
Supports the Sales team through the quoting and approval process
following established pricing
and approval guidelines
Provides guidance to Sales on standard quoting options and escalation paths under manager or senior analyst direction
Applies sales approval policies consistently and escalates non-standard requests as needed
Assists in accelerating quote cycles by ensuring completeness
and timely submission of quotes
Consistently meets departmental SLAs and turnaround time expectations
Ensures accuracy of quote data and required fields in CPQ to reduce downstream errors and rework
Coordinates with cross-functional partners (Legal
Order Operations) to support deal progression and closure
Follows internal bookings policies
order documentation requirements
and sales compensation considerations
Participates in process improvement initiatives and ongoing training to build Deal Desk expertise
How You'll Work.
Team & Collaboration
partners closely with Sales and cross-functional teams to help drive efficient deal processing and positive customer and business outcomes; Building effective working relationships with Sales, Sales Operations, Finance, Legal, and Order Management is key to success in this role; Demonstrated ability to collaborate with Sales and cross-functional partners; Coordinate with cross-functional partners (Legal, Credit Control, Revenue Recognition, Order Operations) to support deal progression and closure
Communication Scope
written and verbal communication
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