Deal Desk Associate

2 weeks ago


New York, United States Workato Full time

About Workato

Workato is the only integration and automation platform that is as simple as it is powerful and because its built to power the largest enterprises, it is quite powerful. 

Simultaneously, its a low-code/no-code platform. This empowers any user (dev/non-dev) to painlessly across any apps and databases.

Were proud to be named a leader by both and and trusted by 7,000+ of the world's top brands such as , , , and more. But what is most exciting is that this is only the beginning. 

Why join us?

Ultimately, Workato believes in fostering a flexible, trust-oriented culture that empowers everyone to take full ownership of their roles . We are driven by innovation and looking for team players who want to actively build our company. 

But, we also believe in balancing productivity with self-care . Thats why we offer all of our employees a vibrant and dynamic work environment they can enjoy inside and outside of their work lives. 

If this sounds right up your alley, please submit an application. We look forward to getting to know you

Also, feel free to check out why:

named us an enterprise startup to bet your career on

recognized us as one of the top 100 private cloud companies in the world

ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America

ranked us the #1 best company for remote workers

Responsibilities

We seek an exceptional Deal Desk Associate, Renewals, to join our growing team. In this role, you will play a crucial role in ensuring the smooth renewal process for our customers . You will be responsible for various renewals-related tasks, including creating quotes, ensuring accurate pricing, updating opportunities, coordinating with the legal team for contractual changes, and managing the contract signing process.

Create quotes for renewal opportunities, ensuring accuracy and alignment with pricing models.

Guide Customer Success Managers (CSMs) on pricing and quoting best practices.

Update opportunities in our CRM system to reflect renewal progress and changes.

Coordinate with the legal team to manage any contractual changes during renewal.

Prepare and send out order forms and contracts for signature, ensuring timely completion.

Maintain accurate records in our CPQ system.

Provide reminders and assistance for renewals that push beyond their renewal date, ensuring minimal disruption for our customers.

Requirements

Qualifications / Experience / Technical Skills

BS or equivalent education.

2+ years of Deal Desk, Order Management, and/or Customer Success experience in a high-growth SaaS Company.

Expertise in deal structuring, with the ability to advise on booking and revenue recognition implications.

Proficient in Salesforce and Salesforce CPQ or similar CPQ tools.

Proven success in partnering with cross-functional teams, including various go-to-market teams (Sales, Customer Success, Sales Ops), Legal, and Finance.

Flexibility to work extended schedules during quarter-end cycles.

Soft Skills / Personal Characteristics

Strong collaboration skills, ability to adapt to a dynamic start-up environment with a passion for making an impact.

Excellent attention to detail and highly organized.

Ability to effectively prioritize tasks and manage time, even under high-pressure situations.

Ability to demonstrate practical judgment in complex situations.

Comfortable working in a fast-paced, high-volume environment.

Be proactive about solving problems and be ready to take on additional initiatives and responsibilities as they emerge.

For New York City or Boston applicants, the pay for this role may range between $80,000 and $100,000 plus variable, benefits, perks, and equity.


  • Deal Desk Associate

    3 weeks ago


    New York, United States Workato Full time

    Job DescriptionJob DescriptionAbout WorkatoWorkato is the only integration and automation platform that is as simple as it is powerful — and because it's built to power the largest enterprises, it is quite powerful. Simultaneously, it's a low-code/no-code platform. This empowers any user (dev/non-dev) to painlessly automate workflows across any...


  • New York, United States Spring Health Full time

    **Our mission: to eliminate every barrier to mental health.** Spring Health is a comprehensive mental health solution for employers and health plans. Unlike any other solution, we use clinically validated technology called Precision Mental Healthcare to pinpoint and deliver exactly what will work for each person — whether that's meditation, coaching,...

  • Deal Desk Advisor

    1 month ago


    New York, United States Kpler Full time

    ​​At Kpler, we simplify global trade information and provide valuable insights. Founded in 2014, our goal is to help over 10,000 organisations by offering the best intelligence on commodities, energy, and maritime through a single platform.Working at Kpler means you'll be a key player in turning complex data into strategic resources for our clients. Your...

  • Deal Desk Advisor

    4 weeks ago


    New York, United States Kpler Full time

    ​​At Kpler, we simplify global trade information and provide valuable insights. Founded in 2014, our goal is to help over 10,000 organisations by offering the best intelligence on commodities, energy, and maritime through a single platform.Working at Kpler means you'll be a key player in turning complex data into strategic resources for our clients. Your...

  • Front Desk Associate

    4 weeks ago


    New York, United States Front Desk Associates Full time

    As a Front Desk Agent, you will provide exceptional service to the business by greeting/assisting all visitors and answering and transferring incoming calls and support the conference room for corporate/group meetings, offering beverages and refreshments, light clerical duties like making copies and handling documents and pens. **Qualifications**: - High...

  • Front Desk Associate

    3 weeks ago


    New York, United States East River Medical Imaging, PC Full time

    **Job Title**: **Front Desk Associate (Onsite)** **Reports To**: **Front Desk Supervisor** **Department**: **Front Desk** **FLSA Status**: **Non-Exempt** **Salary Range**: $20-$26/hr **Location: Multiple Locations on the Upper East Side, New York, NY** **Shift Hours: 6:45am-3pm, Monday through Friday** **Summary**: At East River Medical Imaging, our...


  • New York, United States The Trade Desk Full time

    The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers –– and sets a new standard for global reach, accuracy, and transparency. We are proud of the culture we have built. We value the...

  • Front Desk Associate

    2 months ago


    New York, United States Stretch Zone - 1053 Full time

    Job DescriptionJob DescriptionFront Desk AdminCompensation$15 - $17 HourlyEmployment TypeWe are looking for a pleasant Front Desk Representative to undertake all receptionist and clerical duties at the desk of our main entrance. You will be the face of the company for all visitors and are responsible for the first impression we will make.The ideal candidate...

  • Front Desk Associate

    4 weeks ago


    New York, United States Stretch Zone - 1053 Full time

    Job DescriptionJob DescriptionFront Desk AdminCompensation$15 - $17 HourlyEmployment TypeWe are looking for a pleasant Front Desk Representative to undertake all receptionist and clerical duties at the desk of our main entrance. You will be the face of the company for all visitors and are responsible for the first impression we will make.The ideal candidate...


  • New York, New York, United States Avenue One Full time

    About UsAvenue One is a service platform and marketplace that enables investors to access single-family rental residential assets by connecting an ecosystem of local partners to institutional capital. We are in the business of partnerships—finding, vetting, and empowering local experts nationwide to broker, find, buy, renovate, lease, manage, and sell...

  • Front Desk Associate

    1 month ago


    New York, United States Stretch Zone Full time

    Front Desk AdminCompensation $15 - $17 Hourly Employment Type We are looking for a pleasant Front Desk Representative to undertake all receptionist and clerical duties at the desk of our main entrance. You will be the "face" of the company for all visitors and are responsible for the first impression we will make. The ideal candidate will have a friendly and...

  • Front Desk Associate

    2 months ago


    New York, United States Stretch Zone Full time

    Front Desk AdminCompensation $15 - $17 Hourly Employment Type We are looking for a pleasant Front Desk Representative to undertake all receptionist and clerical duties at the desk of our main entrance. You will be the "face" of the company for all visitors and are responsible for the first impression we will make. The ideal candidate will have a friendly...

  • Front Desk Associate

    4 weeks ago


    New York, United States Stretch Zone Full time

    Front Desk AdminCompensation $15 - $17 Hourly Employment Type We are looking for a pleasant Front Desk Representative to undertake all receptionist and clerical duties at the desk of our main entrance. You will be the "face" of the company for all visitors and are responsible for the first impression we will make. The ideal candidate will have a friendly and...

  • Front Desk Associate

    3 weeks ago


    New York, United States Tech Connected Full time

    **Job Location**: New York **Position**: Front Desk Associate **About the Role**: We're looking for a friendly and organized individual to join our team as a Front Desk Associate in New York. As a Front Desk Associate, you will be the first point of contact for guests and visitors, providing exceptional customer service and administrative support. **Key...


  • New York, United States The Trade Desk Full time

    The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers –– and sets a new standard for global reach, accuracy, and transparency. We are proud of the culture we have built. We value the...


  • New York, United States 4Sight Full time

    **Job Title**: Front Desk Associate **Company**: 4Sight **Location**: New York City, NY **About Us**: 4Sight is a dynamic and innovative company committed to providing exceptional services and solutions to our clients. We are currently seeking a friendly and professional individual to join our team as a Front Desk Associate in New York City. As a Front...


  • New York, United States The Trade Desk Full time

    The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers –– and sets a new standard for global reach, accuracy, and transparency. We are proud of the culture we have built. We value the...

  • Front Desk Associate

    3 weeks ago


    New York, United States CareerBuilder Full time

    Job Title: Front Desk Associate (Onsite) Reports To: Front Desk Supervisor Department: Front Desk FLSA Status: Non-Exempt Salary Range: $20-$26/hr Location: Multiple Locations on the Upper East Side, New York, NY Shift Hours: 12p-8p (Evening Shift) Please email your resume, the days and hours you are available to work and the date you can start to...

  • Front Desk Associate

    2 months ago


    New York, United States LIVunLtd Full time

    LIVunLtd is seeking a reliable Front Desk Associate who can handle a variety of tasks simultaneously, while also delivering a high level of customer service. As a Front Desk Associate you are responsible for greeting residents / guests as they check in at the front desk, providing tours of the amenity space, and answering inquiries and requests. You must...

  • Front Desk Associate

    2 weeks ago


    New York, United States LIVunLtd Full time

    LIVunLtd is seeking a reliable Front Desk Associate who can handle a variety of tasks simultaneously, while also delivering a high level of customer service. As a Front Desk Associate you are responsible for greeting residents / guests as they check in at the front desk, providing tours of the amenity space, and answering inquiries and requests. You must...