Help design, build and support the end-to-end deal desk processes and policies, including liaising with stakeholders in Legal, Finance, Order Processing, Sales, and Customer Success to expedite deal approvals and deal bookings.
Provide guidance and support to the Sales and Customer Success teams as they build business cases for exception requests.
Identify and report on the need for policy and process changes, recommend, design, implement and communicate updates/changes to internal teams, ensuring field understanding and adherence to best practices.
Collaborate with IT to define, design, document needs for enhancing systems and reporting and maintain data hygiene across sales-related databases and tools.
Measure and report on key performance indicators to track the progress, effectiveness and efficiency of Deal Desk operations and provide transparency to our internal customers. Provide recommendations in assist in building out the appropriate KPIs and reporting.
Help utilize pricing tools and ensure that all discounts and special pricing arrangements adhere to company policies.
Facilitate deal approvals by compiling necessary information for presentation to stakeholders for decision-making.
Ensure that data related to deals is accurately entered and managed within Salesforce.
Collaborate on the creation, enhancement and improvement of reporting that tracks deal conversion rates, average sales cycles, and other KPIs related to the sales process.
Optimize the deal desk processes to improve deal velocity and sales productivity.
Education and Technical Experience
Bachelor's degree in Business Administration, Finance, or a related field required
2 years minimum Deal Desk experience in a SaaS company
Proficiency with Salesforce, CPQ and Excel
Desire to truly hear, understand and empathize with Sales needs to provide exceptional customer service with every interaction, while balancing the requirement to adhere to guardrails needed by Legal and Finance.
Exceptional analytical abilities and relentless attention to detail
Energetic self-starter with a 'Sales/Customer Success Friendly' mentality who thrives in building trust and rapport in a cross-functional team setting, with highly effective interpersonal and communication skills, both written and verbal
Combination of positive / can-do attitude, strong intellect, creative problem solving, and growth mindset.
Ability to handle stress with a positive, calm and data-driven approach, focused on company objectives.
Operate with honesty, integrity, transparency, enthusiasm, and respect for others.
Experience successfully working in a fast-paced Global company with continuous change and competing priorities.
Flexibility to work under tight deadlines and extended hours when necessary, especially at end of month
Our Fantastic Benefits
We offer company-wide bonuses based on monthly sales targets, employee referral bonuses, adoption assistance, tuition reimbursement, certification reimbursement, and certification completion bonuses - all in a modern, high-tech, and fun work environment. For more details about our benefits in each office location, please visit www.knowbe4.com/careers/benefits.
Note: An applicant assessment and background check may be part of your hiring procedure.
Individuals seeking employment at KnowBe4 are considered without prejudice to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation or any other characteristic protected under applicable federal, state, or local law. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please visit www.knowbe4.com/careers/request-accommodation.
No recruitment agencies, please.
