Deal Desk Lead - remote

Awarded TOP PLACE TO WORK 3 years in a row 

Student Wellness and AI products Awarded as the EdTech Product of the year three years in a row

 Over 2,000 Student Lives Saved - SaaS - EdTech

 

Summary:

The Deal Desk Lead reports to the Director of Revenue Operations. This person is responsible for leading a team of Deal Desk personnel in all aspects of their roles. The team's primary focus is aiding the Global Sales & Customer Success business in quoting, contracting, and customer invoicing for the global business.

 

What You Will Do:

• Perform as a Player coach who spends about 75% of your time executing deal desk activities and 25% teaching managing other team members
• Oversees and assists the Deal Desk Analysis with quote/order processing and customer invoicing for the global Sales & Customer Success teams
• Personally handles vendor and customer form fills, answers questions for processing specific deal types
• It is essential that our Final Internal Review process is completed promptly but with attention to detail and that we maintain our financial commitments.
• Responsible for a robust and efficient month-end/quarter-end close
• Acts as the primary liaison between Revenue Operations and the Finance and Accounting teams, and the team helps support collections efforts in the slower contracting months
• Performs a variety of audit reports within both Salesforce and Netsuite to ensure data fidelity throughout the CRM and ERP
• Supports the nuances of doing business with our Partner Channel, Regional Service Centers, State Purchasing agreements, and other intricacies related to the needs of Educational institutions

 

Preferred Qualifications, Skills, and Experience:

• 4+ years working in a Deal Desk, Order Management, Accounting Operations, Sales Operations, or related role
• 2+ years teaching, managing, guiding team members in deal desk, sales ops, or accounting ops type roles
• Basic understanding of Revenue Recognition rules
• Ability to thrive during a fast-paced, transaction-driven environment, especially during peak season
• Demonstrated ability to partner with GTM Teams and other cross-functional departments
• Experience in Direct and Channel Sales models is highly desirable
• Preference for experience with Salesforce & Netsuite dual ecosystem

 

 

We are an equal-opportunity employer and value diversity in our company. Therefore, we do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

 

 

About Securly, Inc.

• Recognized as Top Place to Work 3 years in a row
• Product of the three years in a row
• Securly One Page
• 45-second cloud product demo

Innovation - Our innovative products and talented people have;

• Established Securly in over 20% of the US market and growing rapidly internationally
• Implemented Securly into 15,000+ schools
• Monitored more than 5+ billion online activities
• Revolutionized student wellness and school safety for more than 10+ million children
• Saved the lives of more than 1600+ children

Some of the Perks 

• Unlimited Vacation (Flex Time)
• Recognized as Top Places to Work for multiple years in a row
• Annual $1,000 Employee Professional Development Stipend
• Holiday Break - closed the week between Christmas and New Year
• Summer Hours - close at 1 PM local time every Friday
• Company-sponsored medical benefits, including a comprehensive benefits package that includes an EAP and mental health resources
• Remote Work
• Virtual Happy hours
• 401k with employer match

 

About Securly, Inc. 

• Recognized as Top Places to Work 3 years in a row 
• Product of the 3 years in a row
• Securly One Page
• 45-second cloud product demo

Innovation<