We believe that everyone can and should automate the tools they use every day.

The Tray Platform empowers anyone to do more, faster by harnessing automation with the leading, low-code general automation platform.

With Tray.io, citizen automators throughout organizations can easily automate complex processes through a powerful, flexible platform, and can connect their entire cloud stack thanks to APIs.

Your Mission

The Deal Desk Specialist will be responsible for managing the renewals Deal Desk quote to cash process and support the Account Management (AM) team.  The Deal Desk Specialist will serve as a strategic advisor to the AM team, tasked with providing business and policy guidance to drive successful renewal of Tray’s products and services. 

This position is highly visible, requiring interaction across sales, finance, legal, marketing, and customer success!

What you will do:

• Ensure that all quotes are compliant with internal policies and assist with non-standard deal structures to satisfy all stakeholders    
• Establish and enforce best practices regarding deal structure by partnering with the AM team
• Provide AM team with renewal order forms one quarter in advance of anniversary date
• Perform license usage reports (true-ups) and audit against contractual purchases for review with the AM to optimize value and support provided to the customer
• Partner with sellers to ensure opportunities are properly created and tracked in Salesforce including stage, probability, booking amount, and various other required fields
• Manage discounting and exception approvals processes
• Identify potential training issues and coordinate with internal teams to develop and deliver sales enablement
• Help define and implement processes to support scalability
• Assists with Salesforce reports as needed

About you:

• At least 1+ years of Deal Desk or Order Management experience
• Experience working with or supporting Sales or Services organization
• Strong understanding of revenue recognition, pricing strategy, and quote to cash process
• Strong written and verbal communication skills; must be comfortable presenting business cases and pricing models to executives
• Proficient in Salesforce, Microsoft Office offerings, understanding of CPQ is a plus
• BA or BS required

Meet Your Manager

Your team will fully support you to do your best work.

Our team is humble but fiercely ambitious people, who take immense pride in what they do. We work in a culture built on friendship, transparency, and above all, looking out for one another. The heart of Tray.io is made of generosity and trust. It is a community built on individual interactions between people who think differently; who are always available to help, to answer questions, and to empower. You'll have endless opportunities to learn and grow in a fun, fast-paced, and open environment. We love to achieve things that haven’t been done before.

We believe in diversity and equal opportunity

We believe that in building diversity we build strength. We encourage all to apply, and we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status.