Job Description Tableau Software (a Salesforce organisation) helps people see and understand data. Our analytics platform fuels exploration, allowing you to quickly answer questions with data and share insights across your organisation.
Global enterprises, early-stage start-ups, non-profits, and governments all use Tableau’s intuitive software to quickly transform their data into actionable insights.
We are passionate about our product and our mission and we are loyal to each other and our company. We value work / life balance, efficiency, simplicity, and making a difference in the world! The Deal Desk Coordinator is responsible for creating, reviewing and verifying details around negotiated agreements and managing approvals around quotes, bookings, pricing and agreements.
The Deal Desk Coordinator provides help to receive pre-approval from Sales, Legal, Finance, Executive Management and other Deal Desk teams around cases and responds to internal and customer emails and occasional phone inquiries.
What you'll be doing... Work cross-functionally to ensure negotiated deals are documented properly and in alignment with Tableau’s policies.
Create, review, verify and approve all incoming contracts and high value and / or non-standard orders for accuracy, including but not limited to confirming contract terms, contact and billing information, pricing, policies, existing legal agreements / pre-existing terms, promotions and purchase order terms and conditions.
Creation and fulfillment of custom licensing
Use Salesforce, Excel, Tableau and other tools to accurately profile customer accounts and calculate licensing footprint and pricing in order to create quotes, schedules, and amendments that reflect product upgrades, consolidation and co-termination of renewal and add-on orders with varying complexity.
Drive opportunity management processes to ensure visibility and engagement on deals, supporting regular leadership reporting
Establish productive relationships and feedback loops with Legal, Finance, Sales and Operations management to drive internal stakeholder discussions on alignment and deal efficiencies.
Support the Deal Desk Management, Executive, Marketing, Channel and Sales Teams for customer specific tasks as required.
Maintain files and customer records. Participate in special projects as needed. Contribute to process enhancement initiatives.
Education / Experience : Bachelor’s Degree or related experience required. Issue / inquiry identification and resolution experience Order management, bookings, fulfillment knowledge and partner relations expereince 2+ years of high-volume transaction processing experience in an enterprise-level business environment.
You’ve worked with transactions of varying degrees of complexity using a CRM or ERP system. 2+ years of relevant Deal Desk / Deal Operations / Bid Desk, Contract Negotiation, Sales Operations or related experience Experience with Enterprise Account Management, Professional Services & Customer / Partner Relationships in the context of Distribution, Referral, VAR, OEM, Enterprise Special / Exception arrangements preferred.
Familiarity of Deal Desk operations for sales enablement a distinct advantage 1+ years’ experience with e-commerce, credit-card processing, entitlement applications and Electronic Delivery Systems preferred.
You are flexible, working varied hours to accommodate volume fluctuations caused by sales cycles, seasonality, varying regional time zones, and end of financial quarters.
Working Conditions : The physical environment requires the employee to work indoors in an office space. Employee is exposed to controlled temperature and air, adequate natural and artificial light, average noise levels.
Employee must be able to remain in a stationary position 90% of the time. Employee must be able to communicate and exchange information over the phone and / or via a computer.
Employee must be able to perform work during the core working hours for the role, and may be asked to work different and / or additional hours.
Must be able to work flexible hours on a rotating schedule including evenings, holidays and weekends if necessary to ensure timely and accurate completion of work deliverables on a daily / monthly / quarterly basis.
Tableau will operate independently under the Tableau brand, driving forward a continued focus on our mission, our customers and our Tableau Community.
The acquisition closed on August 1, 2019, and Tableau is a wholly-owned subsidiary of salesforce.com, inc. #LI-VR1