Junior Deal Desk Analyst

About the Role

Iterable is a company that values growth mindset, balance, and humility. The company's mission is to empower organizations to activate customer data, design seamless cross-channel interactions, and optimize engagement. With its cutting-edge AI-powered customer engagement platform, Iterable has established itself as a leader in the industry. The company's commitment to diversity and inclusion has earned it recognition as one of Inc's Best Workplaces and Fastest Growing Companies.

As a Junior Deal Desk Analyst, you will have the opportunity to work with a talented team of professionals who are passionate about customer engagement and sales operations. The company's culture is built around innovation, collaboration, and inclusivity, making it an exciting and dynamic work environment. If you are looking for a role that offers challenges, opportunities for growth, and a sense of purpose, this is an excellent choice.

What You Will Do

• Review pricing and contract structure to ensure alignment with business, legal, and finance requirements
• Calculate margins on deals to ensure each opportunity is meeting gross margin targets
• Enforce best practices for the quoting process, pricing guidelines, and overall Deal Desk processes
• Escalate approvals to the appropriate business partners and functions for review and approval
• Help support sales with quote and order form creation, including making edits inside of the CPQ system and manually updating order forms
• Help ensure accuracy of internal documentation relating to standard operating procedures
• Collaborate with the sales team to ensure that all contracts are executed efficiently and effectively
• Develop and maintain a deep understanding of Iterable's products and services, including pricing and packaging
• Analyze data to identify trends and opportunities for process improvements
• Develop and implement process improvements to increase efficiency and reduce errors

What We Are Looking For

• Experience in a Revenue Operations role, preferably in a sales operations or deal desk function
• Experience in CRM, preferably Salesforce.com
• Strong analytical skills, with the ability to analyze data and identify trends and opportunities for process improvements
• Excellent communication and collaboration skills, with the ability to work effectively with various stakeholders
• Ability to work in a fast-paced environment, with the ability to prioritize tasks and manage multiple projects simultaneously
• Strong attention to detail, with the ability to ensure accuracy and quality in all work products
• Ability to learn quickly, with a strong desire to grow and develop skills and knowledge
• Experience with CPQ systems, preferably Apttus or similar
• Strong Microsoft Office, GSuite, and Adobe skills
• Bachelor's degree in Business Administration, Finance, or related field

Nice to Have

• Previous experience in Deal Desk, sales operations, or a related field
• Experience with contract management software, preferably Conga or similar
• Certification in sales operations, contract management, or a related field
• Experience with data analysis tools, preferably Tableau or similar
• Experience with project management tools, preferably Asana or similar

Benefits and Perks

• Competitive salary and benefits package
• Opportunities for professional growth and development, including training and certification programs
• Collaborative and dynamic work environment, with a talented team of professionals
• Flexible work arrangements, including remote work options
• Access to cutting-edge technology and tools, including Salesforce and CPQ systems
• Recognition and reward programs, including bonuses and stock options
• Comprehensive health and wellness programs, including medical, dental, and vision insurance
• Retirement savings plan, including 401(k) matching
• Paid time off, including vacation, sick leave, and holidays
• Employee assistance program, including mental health and wellness resources

• Make sure you have a strong understanding of Salesforce and contract management principles before applying for this role.
• Develop a portfolio that showcases your analytical and problem-solving skills, including examples of process improvements you have implemented in previous roles.
• Be prepared to talk about your experience in revenue operations and sales operations, including any experience with CPQ systems or contract management software.
• Research Iterable's products and services, including pricing and packaging, to demonstrate your knowledge and interest in the company.
• Practice your communication and collaboration skills, including your ability to work effectively with various stakeholders and prioritize tasks and manage multiple projects simultaneously.
• Consider highlighting any experience you have with data analysis tools or project management tools, as these are valuable skills in sales operations and deal desk roles.
• Be prepared to discuss your salary expectations and any requirements you may have for benefits or perks, including flexible work arrangements or professional development opportunities.