Deal Desk Analyst
We’re UserTesting, a leader in experience research and insights; we believe the path to human understanding and great experiences start with a shared understanding—seeing and hearing how another person engages with the world around them and taking in their perspective. Working at UserTesting, you will be empowered to help organizations discover the human side of business–transforming how they work, collaborate, innovate, and bring new products and experiences to market. This is what inspires us, and it’s how we enable companies to connect with their audiences naturally and organically through an experience that is uniquely, and intentionally human.
A trusted company by top brands for 15+ years, UserTesting, recently merged with UserZoom, has over 3,400 customers in 50 countries, including 75 of the Fortune 100 companies. Joining our team means being part of a passionate group focused on transforming how companies learn from and understand their customers. Come join us and help us build the engine for human understanding.
About the team
Your primary function is to provide deal support services to the Sales Team in the execution of sales orders. You will also assist the Sales teams, Customer Success teams, and the renewal teams, with policy interpretation and enforcement, deal desk training, and documentation.
The position reports into Revenue Operations and works closely with Sales, Customer Success teams, Finance, Professional Services, and Legal in support of timely and accurate bookings of contracts.
We are looking for a highly motivated and independent individual who is creative and has advanced experience in deal desk, sales operations, order processing, project and data management. You must have the ability to multitask quickly and pick up new concepts and projects while maintaining an upbeat and positive outlook in a very fast-moving environment.
The Opportunity
Process new business and renewal contracts to ensure deals are in compliance within company sales policies and guidelines, including:
- Sales Order review and approval for accuracy, deal structure, pricing
- Act as a consultative business partner to the field, providing guidance on deal structuring
- Review contracts for commercial terms
- Liaise between sales teams, Sales Management, Finance, and Legal
- Close opportunities to ensure opportunities are correctly updated, reflecting the fully executed Order Form
- Establish a process to automate renewals of smaller value contracts
- Support Sales teams with questions on deals, sales policies and guidelines, and pricing/discounting
- Work in collaboration with Finance for deal approvals, bookings reconciliation, and other deal-related activities
- Provide general support and respond to inquiries from the Sales Organization around bookings, sales activities, and reporting.
- Identify and implement improvements in systems, work processes, and procedures to improve the deal desk process.
- Contribute and work within the Revenue Operations team on other projects as needed.
What we're looking for
- Advanced-level experience in deal desk, RevOps, or order management within a SaaS software environment (must be familiar with booking policies, deal structure, and sales processes)
- Ability to thrive in a team environment, highly self-motivated, extremely detail-oriented with demonstrated problem-solving, and have sound business decision-making skills in a fast-moving environment
- Must have subscription renewal experience
- CPQ and Salesforce.com user experience required
- Excellent interpersonal skills; ability to articulate verbally and written; willingness to appropriately explain difficult issues; ability to think quickly
Perks and Benefits
- Private Medical, Dental and Vision
- Health Savings Account
- Pre-Tax Benefit Accounts (FSA)
- Commuter Benefits - transit and parking
- Flexible Time off (Full time salaried (exempt) employees)
- 12 Days of observed holiday entitlement
- Basic Life insurance, Short-Term Disability and Long-Term Disability insurance
- 401(k) Retirement Plan
- Professional Development Stipend
- Remote Equipment Expense Reimbursement
- Mental Wellness Employee Assistance Program
- Monthly wellness and telecommunications reimbursements
- Paid quarterly volunteering days and Charity donation matching via our UT Cares Volunteers and Charitable Giving Committee
- Perks at Work discount scheme
- Pet Insurance reimbursement
- Employee Referral Programme
- Employee-led groups to help foster a more inclusive employee experience and build a culture of belonging at UserTesting. Read more here!
To learn more about our team, culture, and customers, check out our careers page, company blog, and press/awards. Aside from a great work environment and the opportunity to make an impact, we’re also growing the team quickly–join us!
At UserTesting, we are committed to providing more inclusive and accessible experiences for our candidates. We pride ourselves on building empathy; diverse perspectives, which we believe are the key values to creating exceptional experiences for everyone. Our commitment to providing accessible experiences is driven by this belief and our core values. If you require any accommodations or have any specific requests about how we could tailor our interview process to better suit your needs please contact us on: talentexperience@usertesting.com.If you need to speak to someone please ask!
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UserTesting is an Equal Opportunity Employer and a participant in the U.S. Federal E-Verify program. Women, minorities, individuals with disabilities and protected veterans are encouraged to apply. We welcome people of different backgrounds, experiences, abilities and perspectives.
UserTesting will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance, as applicable.
We welcome candidates with physical, mental, and/or neurological disabilities. If you require assistance applying for an open position, or need accommodation during the recruiting process due to a disability, please submit a request to People Operations by emailing askPeopleOps@usertesting.com.