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Deal Desk Associate
4 months ago
About Mixpanel
Mixpanel is an event analytics platform for builders who need answers from their data at their fingertips—no SQL required. When everyone in the organization can see and learn from the impact of their work on product, marketing, and company revenue metrics, they are poised to make better decisions.
Over 9,000 paid customers, including companies like Netflix, Pinterest, Sweetgreen, Samsara, and Uber, use Mixpanel to understand their customers and measure progress. Our commitment is to provide the most comprehensive and reliable analytics platform accessible and trusted by all.
About the Deal Desk Team
The Deal Desk Team plays a critical role in the quote-to-contract process by ensuring deals are structured efficiently and in alignment with company policies. The team currently sits under the Operational Finance Organization which is spread across the US, with majority in San Francisco, CA area and Barcelona,Spain. It is a rapidly growing team, with lots of cross-functional visibility, working closely with Finance, Sales, Legal, Partnerships, and more. Mixpanel's Deal Desk is currently based out of San Francisco, London and Singapore and is looking to expand in India in order to provide Deal Structure and CPQ support for our APAC & EMEA Sales teams.
About the Role
The Deal Desk Associate should be detail oriented, have experience reviewing SaaS contracts, and feel comfortable interpreting commercial terms and conditions. They work well with ambiguity and adapt to priority changes in a rapid-paced work environment. This person excels at working independently, with minimal direct supervision, as well as collaboratively with their team and across different functions. The Deal Desk Associate is able to effectively communicate with all relevant stakeholders and navigate sales and finance systems under pressure. Their presence contributes to an overall efficiency of the Quote to contract process. This role will report to the Deal Operations Team Lead in San Francisco.
This role will primarily work Standard India hours, however during Quarter End extended or shifted hours may be requested.
Responsibilities
- Be the first point of contact to review sales submitted quotes in Salesforce CPQ
- Closely review Quotes in CPQ to ensure all deals are structured in alignment with company policy
- Generate Order Forms and deploy DocuSign Envelopes to completion
- Serve as a subject matter expert for CPQ & Salesforce best practices for a variety of internal teams such as Sales, Finance, and more
- Maintain a robust knowledge of Mixpanel's growing product offerings and price points
- Create and follow through on Private Offers via Google Marketplace with support of Senior Deal Desk Analyst
- Assist the team in ad-hoc training via zoom; Guide CPQ users how to create quotes from scratch or troubleshoot quote issues, and assist with efficiency
- Document CPQ/Salesforce bugs for Team Lead to review
- Assist Team Lead with Ad-hoc data entry and assist with Salesforce Data Cleanliness, including opportunities, quote, contract objects, etc.
We're Looking For Someone Who Has
- 2+ Years experience in a SaaS company performing any of the following functions: Deal Desk, Order Management, Sales Contract Support, Deal Management, Sales Quoting Support, or Revenue Operations
- Bachelor's Degree
- Experience working with Salesforce CPQ or other CPQ tools
- Experience in reviewing sales contracts and an ability to recognize risk in deal terms and/or structure to escalate as needed
- Impeccable communications skills that demonstrate a professional demeanor and the ability to interact with others with discretion and tact
- An ability to multi-task and prioritize at times of high volume, as well as some schedule flexibility during End of Month and End of Quarter
- A solid framework of the overall Contract Lifecycle
Bonus Points For
- Experience troubleshooting, identifying, and escalating Salesforce/CPQ system bugs
- Experience training and collaborating with a global a GTM sales team
- Experience working in a fast paced start-up environment, preferably at a SaaS company
Benefits and Perks
- Comprehensive Medical, Vision, and Dental Care
- Mental Wellness Benefit
- Generous Vacation Policy & Additional Company Holidays
- Enhanced Parental Leave
- Volunteer Time Off
- Additional US Benefits: Pre-Tax Benefits including 401(K), Wellness Benefit, Holiday Break
*please note that benefits and perks for contract positions will vary*
Culture Values
- Be Open: When knowledge becomes open, we can come together as a team to collaborate around a shared purpose
- Customer Focus: Our customers' success is our success
- Lead Change: Everyone at Mixpanel has the capacity to make an impact on the business
- Results Oriented: Driving results in a measurable way ensures we stay focused on the highest impact initiatives
- One Team: We can't win without each other
Why choose Mixpanel?
We're a leader in analytics with over 9,000 customers and $277M raised from prominent investors: like Andreessen-Horowitz, Sequoia, YC, and, most recently, Bain Capital. Mixpanel's pioneering event-based data analytics platform offers a powerful yet simple solution for companies to understand user behaviors and easily track overarching company success metrics. Our accomplished teams continuously facilitate our expansion by tackling the ever-evolving challenges tied to scaling, reliability, design, and service. Choosing to work at Mixpanel means you'll be helping the world's most innovative companies learn from their data so they can make better decisions.
Mixpanel is an equal opportunity employer supporting workforce diversity. At Mixpanel, we are focused on things that really matter—our people, our customers, our partners—out of a recognition that those relationships are the most valuable assets we have. We actively encourage women, people with disabilities, veterans, underrepresented minorities, and LGBTQ+ people to apply. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity or expression, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the San Francisco Fair Chance Ordinance or other similar laws that may be applicable, we will consider for employment qualified applicants with arrest and conviction records. We've immersed ourselves in our Culture and Values as our guiding principles for the impact we want to have and the future we are building.