Restaurant365 is a SaaS company disrupting the restaurant industry! Our cloud-based platform provides aunique, centralized solution for accounting and back-office operations for restaurants. Restaurant365âs culture is focused on empowering team members to produce top-notch results while elevating their skills. Weâre constantly evolving and improving to make sure we are and always will be âBest in Classâ ... and we want that for you too!
In this role, the Deal Desk Specialist/Analyst will work with the Manager, Deal Desk and team to help build out the next phase of Deal Desk operations at Restaurant365. The Deal Desk Specialist/Analyst isa very important role within our Sales Operations group. You will be responsible for creating and maintaining accurate pricing and contract data inside the CPQ module of Salesforce. And will be responsible for assisting sales in navigating complex internal and/or external requirements to structure mutually beneficial agreements with prospects and customers.
This role will first focus on processing and approving standard and complex non-standard deals, activating billing, and enabling software features.â¯And will be working on making the process more efficient, effective, and value-add being a key cross-functional figure working closely with key stakeholders across the Company.â¯This position is a diligent and analytical critical thinker with a passion for working smart and who thrives in a fast-paced and collaborative environment.â¯
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 closureWork cross-functionally to approve new sales quotes, orders,â¯amendments,â¯and contractâ¯renewalsâ¯using Salesforceâ¯and Salesforce CPQManage customer contracts and data in Salesforce, Workfront, Monday.com, and other systems as neededPerform account reconciliations to ensure customer subscriptions are accurate and notify internal representatives and customers of accountâ¯modificationsAssisting in documenting and offer recommendations to sales processes and policies using flowcharts and maintain document librariesâ¯Adhere to theâ¯productâ¯catalog,â¯price books,â¯and sales trading guidelinesSupports 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 purposesAct as a Sales-facing subject matter expert on process, policy, and pricing related mattersManage pipeline integrity/accuracy, review CPQ cleanup dashboard regularly, and provide CPQ reporting as neededMonitors and responds to Sales support case queue in FreshDesk/Salesforce, and deal-desk-team Slack channel consistently maintaining case SLAsPartner with sales operations to participate in driving process improvements and system upgrades in all areas including Salesforce CPQâ¯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 neededPartners with Sales Operations and Sales teams to facilitate process and system improvementPerform additional deal desk activities related to the above, as may be required from time to timeâ¯Other duties as assigned What you'll need to be successful in this role:
At least 3+ years of demonstrated and related experience in any of the following areas: deal desk operations, sales,â¯sales operations, order operations, financial operations, and/or revenue accounting for in the SaaS/B2B industryDemonstrated ability to partner with GTM teams and other cross-functional departmentsProficientâ¯in MS Excel and inâ¯Salesforce CRM or CPQStrong business acumen, strong reporting and analytics, troubleshooting, problem-solving, and project management skillsAbility to think from both a strategic and tactical perspectiveBasic understanding of revenue recognition rulesExcellent organization,â¯time management and prioritization skills; ability to manage multiple, time-sensitive requests independently but also collaboratively with minimal supervision at timesDemonstrated ability to communicate and partners across the organizationAbility to exercise independent judgement and make business decisions effectivelyStrongâ¯written and verbal communication skillsOccasional travel may be requiredWHAT MAKES YOU STAND OUTâ¯
Understanding of revenue recognition principlesâ¯â¯Understanding of Salesforce CPQâ¯Knowledge of Sage IntacctExperience in both Direct and Channel sales modelâ¯Experience working in both startups and public companies with high growthâ¯Understanding of usage billing⯠R365 Team Member Benefits & Compensation
This position has a salary of $70,000 - $98,000 / year. 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 employee401k + matchingEquity Option GrantUnlimited PTO + Company holidaysWellness initiatives#BI-Remote
Additional Information
DYN365, Inc d/b/a Restaurant365 is an equal opportunity employer.
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