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Deal Desk Analyst

Remote: 
Full Remote
Contract: 
Full time
Work from: 
India

Offer summary

Qualifications:

2+ years of experience in SaaS/B2B industry, particularly in order management or sales operations., Strong analytical and problem-solving skills with a general understanding of the order-to-cash cycle., Proficiency in Microsoft Office and Google Workspace, especially Excel and Google Sheets., Excellent verbal and written communication skills, with experience collaborating with US-based stakeholders..

Key responsibilities:

  • Act as a cross-functional partner between Sales, Legal, Finance, and Accounting to assist in deal flow.
  • Manage the reporting function, ensuring accurate account ownership and contractual terms for renewals.
  • Maintain Marketplace operations, including creating offers and reconciling customer payments.
  • Analyze performance with Finance and Sales teams to deliver actionable insights on a weekly basis.

Twingate logo
Twingate SME https://www.twingate.com/
51 - 200 Employees
See all jobs

Job description

Twingate is building a modern remote access solution that simplifies and improves the way businesses secure access to their cloud, SaaS, and on-prem resources. Twingate is backed by leading investors such as BOND, WndrCo, 8VC, Green Bay Ventures, SignalFire, and Dropbox founders Drew Houston and Arash Ferdowsi. Our investors share our belief that in a world where workforces are becoming increasingly distributed, it is critical to be able to effectively secure access to apps, data, and environments.

As part of our company culture, our belief in putting the customer first permeates our thinking in everything from our customer communications to the design process behind the product itself. If you take pride in creating experiences with the customer firmly at the center of the picture, we'd love to work with you.

We are looking for a Deal Desk Analyst to join our Finance team to support a high growth, fast paced go-to-market (GTM) organization. You will sit at the intersection of our GTM and G&A functions and play a key role in aligning our Sales, Legal, and Customer Success teams through data, systems, and strategy. You will assist in managing deal desk flow, operations analysis, and ensuring accurate reporting across all of our systems. Strong candidates will blend finance, accounting and legal acumen as well as general strong business judgement. We’re looking for an individual who is solutions oriented, has strong interpersonal skills, exceptional attention to detail and has experience working with large data sets. 

Responsibilities
  • You sit at the intersection of Sales, Legal, Finance, and Accounting, acting as a cross-functional partner, assisting in deal flow, and driving sustainable growth while minimizing sales cycle times
  • Own the reporting function by managing account and opportunity ownership, provisioning customer accounts, and recording relevant contractual terms for a seamless renewal process
  • Maintain our Marketplace operations by creating private offers, managing active entitlements, and reconciling customer payments (AWS, GCP, and Azure)
  • Assist in maintaining the accuracy across all of our CRM systems by performing regular audits
  • Partner with Finance, Sales, and Customer Success teams to analyze performance, identify trends and deliver actionable insights on a weekly cadence
  • Play a key role in scaling the Deal Desk operation by testing new applications and workflows that will effectively support the increase in transactional volume and overall business growth
  • Manage the end-to-end order form creation process, ensuring accuracy, adherence to company policies, and compliance with legal requirements
  • Assist in creating documentation on our processes, best practices, and system requirements
  • Monitor and respond to customer email inquiries in a timely and professional manner
  • Assist with ad hoc requests from GTM teams to support ongoing projects and initiatives

    • Qualifications
  • 2+ years of experience in SaaS/B2B industry, specifically with order management, finance operations, deal desk, or sales operations
  • Strong verbal and written communication skills, with experience collaborating with US-based stakeholders
  • Strong analytical, strategic thinking and problem solving skills
  • General understanding of order-to-cash cycle and experience in building related processes
  • Experience working with contracting systems, payment processors, and CRM systems a plus (e.g. Salesforce, Chargebee, Stripe, DocuSign, QuickBooks, CPQ systems)
  • Strong proficiency of Microsoft Office and Google Workspace, particularly with Excel, Google Docs, Google Sheets, and Google Slides, and ability to work with large datasets
  • Highly motivated self-starter who is passionate about continuous improvements
  • High attention to detail with strong analytical and problem-solving skills
  • Ability to manage tight deadlines, prioritize workloads, and achieve effective results in a fast-paced, dynamic, and often ambiguous environment; effective multi-tasking skills are vital
  • Proven ability to adapt to new technologies and processes, ensuring team enablement
  • Must be available to work during normal PDT Business hours
    • Twingate embraces diversity. We are proud to be an equal opportunity workplace and do not discriminate on the basis of sex, race, color, age, pregnancy, sexual orientation, gender identity or expression, religion, national origin, ancestry, citizenship, marital status, military or veteran status, genetic information, disability status, or any other characteristic protected by federal, provincial, state, or local law.

    Twingate is committed to working with and providing reasonable accommodation to individuals with disabilities. If you would like to request a reasonable accommodation for a medical condition or disability during any part of the application process, please contact: people@twingate.com

    Required profile

    Experience

    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Hard Skills

    Legal KnowledgeAccountingFinanceAnalyticsContract ManagementPayment Service ProviderMicrosoft Dynamics CRMOrder ManagementSales ManagementSalesforceDocuSign (Software)B2B AdvertisingAccounting SoftwareChargemasterCP SystemStripe Connect

    Other Skills

    • Analytical Skills
    • Communication
    • Time Management
    • Detail Oriented
    • Social Skills
    • Problem Solving
    Are you interested?

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