We’re looking for a strategic finance team member to own and streamline a deal desk function for Asana’s sales teams globally. This role will support the finance team by owning the quote-to-order process and related implementation of new tools, working heavily with sales, legal and finance teams to connect the dots on formation of deals, deal processing and reducing sales cycle timelines. Technical ability is important as we connect the dots systematically between our CRM, CMS and QTC systems.
Our finance team tracks and seeks to understand the factors driving our growth and success. We help our entire organization achieve our operational and financial goals while embodying our company values. We ensure our objectives are feasible and that work closely with all teams to ensure they have the resources they need to achieve our ambitious mission enabling all teams to work together effortlessly.
What you’ll achieve
Educate business stakeholders on the discount, deal review and deal close process. Develop related policies and manuals as needed
Implement CPQ system that connects into the QTC process including internal controls of such system
Put in best in class processes for streamlining the deal review process, clear hand off between teams and our prospects
Own the implementation of policies around contract negotiations (discount policies, deal structures)
Evaluate non-standard contracts for alignment with implemented policies
Documentation stored for all contract approvals for non-standard deals (appropriate approvals are obtained systematically)
Translate the vocabulary across teams in order to expedite the deal close process: sales, legal, finance and accounting
Customer service mentality is key as your supporting many parts of the business in a highly cross-functional role
5+ years of experience in Deal Desk management within software industry
Have implemented CPQ tool in the past (preference on Salesforce and Zuora)
Excellent communication and organisational skills, both written and verbal
Ability to be flexible and comfortable with changing requirements
Ability to handle multiple projects in a fast paced, hyper growth environment
Strong aptitude and proficiency in Excel
Bachelor’s degree required
Asana helps teams orchestrate their work, from small projects to strategic initiatives. More than 75,000 organizations and millions of users rely on Asana, including AirAsia, AllBirds, Grab, KLM Air France, Kohl’s, Sephora, Traveloka, and Viessmann. Asana has been named a Top 5 Best Workplace and the #1 Best Workplace in the Bay Area by Fortune three years in a row, and one of Glassdoor’s and Inc.’s Best Places to Work. With nine global offices, including a San Francisco headquarters and flagship offices in Dublin, New York, Sydney, and Tokyo, Asana is always looking for curious, collaborative, and mission-driven people to help us enable the world’s teams to work together effortlessly.
Our goal is to ensure that Asana upholds an inclusive environment where all people feel that they are equally respected and valued, whether they are applying for an open position or working at the company. We welcome applicants of any educational background, gender identity and expression, sexual orientation, religion, ethnicity, age, citizenship, socioeconomic status, disability, and veteran status, and we'd love to learn about what you can add to our team.