Deal Desk Coordinator

at Apty (View all Jobs)

Bangalore, IN

So, who are we? What's our story?

Apty- Enterprise Software Adoption at scale.

Apty is a digital platform that accelerates software adoption and goes beyond UI walkthroughs and tooltips to focus on business processes, outcomes, and employee productivity. The proactive digital adoption platform works with any web-based application to track usage, provide on-screen help, and improve overall adoption.

Apty's data engine analyzes the user data and provides actionable insights so you can improve efficiency at an unprecedented scale. Apty also functions as an innovative and intelligent platform to provide users with real-time guidance while navigating through web applications. Apty also helps increase employee self-sufficiency and reduce the load on tech support.

Apty set sail with a mission to rescue companies stranded when justifying tech ROI and help them gain real, measurable business value when implementing leading technology solutions. Over the years, we have observed that most successful implementations of tech solutions leverage sailing on the strong currents of user adoption. Keeping this in mind, the explorers have developed Apty to enable customers to gain the most out of the treasures of their tech investment.

Apty loaded with all the goodies makes working with web applications and enterprise solutions a cakewalk.

Objectives of this Role

  • Partner with sales & finance leadership to plan, build and manage Apty’s deal desk to create greater visibility, consistency and velocity of execution with vendor paperwork. 
  • Create Maintains and enforces agreed upon departmental review and approval Service Level Agreements (SLAs)
  • Own & operate the deal desk – responsible for organizing, tracking and facilitate tasks based on internally defined SLAs.
  • Serves as the trusted advisor to the Sales team on deal structure and quoting, advises the team on alternative contract options, and/or value propositioning to help drive deal closure.
  • Facilitate legal red linings based on pre-defined checklist, organize and deliver documentation through cross-functional interactions, act as first line of defense on RFPs & RFIs, etc
  • Program management of all legal, security and technical documentation to be shared with Vendor/customers.
  • Ensure both technical and non-technical information are up to date and accessible across teams. 
  • Partner with legal & finance to establish legal playbook to expedite red lining process.  
  • Manage and own the performance and templates of our paperwork execution software -- Proposify. 
  • Partner with Finance and Customer Success to improve integrations and data flow between Salesforce, FreshSuccess and QuickBooks. 

Daily and Monthly Responsibilities :

  • Maintain a well-organized queue of vendor requests with clear next steps, task ownership, and projected delivery dates within accordance to internal SLA.
  • Manage all deal paperwork to ensure order management process is running effectively.
  • Regularly receive and communicate updates on complex requests to both stakeholders and the sales rep who is associated to the request.
  • Update the documentation repository to guarantee all certifications and technical documentation are up to date.
  • Assists to interpret contractual language and escalate to ensure deals comply with revenue recognition and operational policies
  • Standardize and ensure up to date order forms and MSA’s are accessible in proposal and paper execution software, including multi-year scenarios.

Skills Required :

  • High-impact self-starter : you take initiative to move projects forward and can operate well with little guidance. You’re excited by the possibility of leading cross-functional workstreams and generating buy-in among senior leadership. 
  • Multi-Tasker : Effectively work on multiple activities at the one time, setting priority levels and service delivery. Detail oriented with ability to multi-task with limited supervision. 
  • Detail Oriented : Accurate and precise attention to detail
  • Collaborator : Effective and powerful collaborator, able to work effectively with peers and with senior level management to drive action, change and improve business results 
  • Business & Process Acumen : A knack for approaching projects both from the business impact and system thinking perspective.
  • Analytical : Strong analytical skills in interpreting data to recommending actions, proficient in MS Excel, Word, PowerPoint, Outlook, etc. 
  • Curious : You strive to not always be right, but continuously challenge your assumptions to find the best answer. 
  • Tactical, and see the big picture : Able to disseminate solutions that address immediate needs, which will also scale as the organization grows. 
  • Communication :  you should be able to communicate clearly with global team based in US and India 

Qualifications and Experience Levels :

  • 2+ year in similar role or revenue operations experience, preferably in high volume SaaS 
  • Proven track record of defining, structuring and enforcing processes for the betterment of the organization.
  • Remote Team Management Experience
  • Experience working in a start-up environment
  • In-depth understanding of enterprise buying and procurement process
  • Proficient computer and project management skills, specifically tools like Asana, Sharepoint and Microsoft Word.
  • Track record of working with multiple, cross-functional teams, in-house and remote, domestically and internationally

Equal Opportunities and Accommodations Statement :

Apty Inc is deeply committed to building a workplace and global community where inclusion is not only valued but prioritized. We're proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, neurodiversity, disability, age, or veteran status, or any other non-merit based or legally protected grounds.

Apty Inc is committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process. To request accommodation, please contact at least one week in advance of your interview.

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Why Apty?