Deal Desk Analyst

Manila - Philippines

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

At ClickUp were not just building software. Were architecting the future of work! In a world overwhelmed by work sprawl we saw a better way. Thats why we created the first truly converged AI workspace unifying tasks docs chat calendar and enterprise search all supercharged by context-driven AI empowering millions of teams to break free from silos reclaim their time and unlock new levels of productivity. At ClickUp youll have the opportunity to learn use and pioneer AI in ways that shape not only our product but the future of work itself. Join us and be part of a bold innovative team thats redefining whats possible!

We are seeking a dynamic and experienced Deal Desk Analyst to join our growing Finance Operations team. This role is pivotal in conducting day-to-day Deal Desk operations ensuring seamless collaboration between sales finance and legal teams. ClickUp is one of the fastest growing pre-IPO software companies in the world and this pivotal role will allow our Deal Desk team to expand our global coverage footprint to support accelerated revenue this role you will apply strong attention-to-detail skills to help drive accuracy and urgency within the sales organization. The ideal candidate will have a strong background in deal desk operations order operations revenue operations or similar functions with 3 years of direct experience.

Key Responsibilities:

Review restructure and process requests for sales quote approvals order form updates and reviews and client concessions in a timely and consistent manner
Actively participating in deal structuring and provide knowledgeable guidance to the sales organization
Collaborate with sales finance legal and Billing teams to ensure compliance with company policies
Support business growth by taking a proactive and collaborative approach with both finance and external company stakeholders
Participate in system improvements to drive growth and support changing processes

Qualifications:

At least 3 years of direct experience in deal desk operations or a related field specifically for a company selling SaaS solutions
Strong analytical and problem-solving skills with a keen attention to detail with strong time management and efficiency
Excellent communication and interpersonal skills with the ability to collaborate effectively across departments
Outstanding attention to detail and succinct written communication
Curious individuals who learn quickly
Ability to thrive in a fast-paced dynamic environment and manage multiple priorities
Bachelors degree in Finance Business Accounting Economics or a related field
At least 3 years of Salesforce CPQ experience. Admin experience preferred but not required
1 years of Ironclad experience preferred
1 years of ClickUp experience preferred

#LI-Remote#LI-GP2

Unsure if you meet all the qualifications of this job description but are deeply excited about the role We hire based on ambition grit and a passion for improving the way people work. If you think ClickUp is the company for you we encourage you to apply!

At ClickUp we assess every candidate based on the potential impact they can have. We hire the best people for the job and support each persons journey to build their boldest career.

ClickUp is an Equal Opportunity Employer and qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity or national origin.

ClickUp collects and processes personal data in accordance with applicable data protection laws.

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Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.

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Required Experience:

Key Responsibilities:

Review restructure and process requests for sales quote approvals order form updates and reviews and client concessions in a timely and consistent manner
Actively participating in deal structuring and provide knowledgeable guidance to the sales organization
Collaborate with sales finance legal and Billing teams to ensure compliance with company policies
Support business growth by taking a proactive and collaborative approach with both finance and external company stakeholders
Participate in system improvements to drive growth and support changing processes

Qualifications:

At least 3 years of direct experience in deal desk operations or a related field specifically for a company selling SaaS solutions
Strong analytical and problem-solving skills with a keen attention to detail with strong time management and efficiency
Excellent communication and interpersonal skills with the ability to collaborate effectively across departments
Outstanding attention to detail and succinct written communication
Curious individuals who learn quickly
Ability to thrive in a fast-paced dynamic environment and manage multiple priorities
Bachelors degree in Finance Business Accounting Economics or a related field
At least 3 years of Salesforce CPQ experience. Admin experience preferred but not required
1 years of Ironclad experience preferred
1 years of ClickUp experience preferred

#LI-Remote#LI-GP2

At ClickUp we assess every candidate based on the potential impact they can have. We hire the best people for the job and support each persons journey to build their boldest career.

ClickUp collects and processes personal data in accordance with applicable data protection laws.