Deal Desk Analyst

UpKeep is the leading cloud-based Asset Operations Management software developed to revolutionize the way teams manage facilities and maintenance work. We provide mobile-first SaaS solutions, Industrial IoT sensors, data analytics tools, advanced enterprise integrations, and top-notch professional services. Our innovative technology is modernizing workflows and maximizing operational efficiency for over 3,000 customers including Shell, Yamaha, Unilever, McDonalds, Subway, Pepsi, and Marriott!

We're a Series B tech startup with 100+ team members across the US. We've been recognized as a "Best Place to Work" multiple years in a row by fostering an inclusive and mission-driven culture. In addition to stock options and great benefits, our people have the flexibility to work remote. UpKeep is ranked the #1 Facility Management software on Gartner, #1 Maintenance Management software on G2 Crowd, FrontRunners on Software Advice, and CMMS Leader on IDC MarketScape.

Responsibilities

• Deal Process Optimization:

• Evaluate and streamline end-to-end deal processes to enhance efficiency and accuracy.

• Implement best practices for deal structuring and pricing within the Zuora and SFDC ecosystems.

• Work closely with sales, finance, and legal teams to ensure compliance with company policies and industry regulations.

• Zuora and SFDC Integration:

• Utilize your expertise in Zuora and SFDC to drive seamless integration between the two platforms.

• Troubleshoot and resolve issues related to data flow and synchronization between systems.

• Collaborate with Finance/RevOps/Sales and development teams to implement custom solutions and enhancements.

• Data Analysis and Reporting:

• Generate regular reports on deal metrics, providing insights to support decision-making processes.

• Identify trends and anomalies in deal data, offering recommendations for improvement.

• Contribute to the development of dashboards and analytics tools to enhance visibility into deal performance.

• Cross-Functional Collaboration:

• Work closely with sales, legal, finance, and operations teams to gather requirements and ensure alignment with business objectives.

• Provide training and support to sales teams on deal desk processes and system usage.

• Act as a liaison between business users and technical teams to address system-related issues.

Qualifications

• Bachelor’s degree in Business, Finance, IT, or a related field.

• Proven experience in deal desk operations, with a focus on Zuora and SFDC platforms.

• Strong understanding of subscription-based business models and revenue recognition principles.

• Excellent analytical and problem-solving skills.

• Effective communication and collaboration skills with the ability to work across diverse teams.

• Experience with system integrations, data migrations, and custom configurations within Zuora and SFDC.

• Familiarity with SaaS  industry deals and deal structure  best practices and emerging trends in deal desk management.

Desired Behaviors

• Receptive to change – is flexible. Seeks and adopts improved approaches and processes.

• Initiates action – is results oriented, takes responsibility for actions and outcomes. Meets commitments and strives for high performance.

• Manages the workload - makes timely decisions, prioritizes effectively, solves problems, monitors results and takes remedial action where necessary.

• Technically proficient – able to apply the technical knowledge and skills required in the job role and responsibilities in order to achieve the expected outputs. 

• Takes responsibility for own learning - knows personal strengths, recognizes development needs, and takes action to improve. Is open to feedback and always seeks to learn. 

• Communicates ideas – respectfully exchange information and proposes a way forward. Listen to views of colleagues and take in diverse perspectives. 

• Works collaboratively – shares knowledge and information, fosters teamwork and contributes to a positive work environment where people want to come to work.  

• Display ethical character and competence - acts with integrity and intent, is accountable for own actions, behaves according to the company values. 

• Act as a good citizen of UpKeep.  

Even if you don’t meet all of the requirements listed here, we still encourage you to apply. Your personal and professional experience may be relevant beyond what a list of requirements will capture.

Employee Benefits:

Full-time team members at UpKeep are offered affordable medical, dental, and vision insurance for themselves and their families, HSA with employer paid contribution, optional FSA, Life Insurance, 11 paid annual holidays, unlimited paid time off, 10 days of sick time per year, ability to enroll in our 401(k) plan, 12-week paid parental leave, Employee Assistance Program, Modern Health for mental health resources, and the flexibility to work from home. We value work-life-harmony and believe that family and mental health should always come first. 

Company History & Product:

UpKeep was founded in 2014 by our CEO, Ryan Chan, based on an idea he had while using outdated desktop software as a Process Engineer in a manufacturing plant. He believed a mobile-first solution could significantly improve the productivity of the technicians he was working with. He was determined to build on this vision— so he quit his job, learned to write code, and created the first version of UpKeep from his family's garage!

Today, our cloud-based Software-as-a-Service (SaaS) and cutting edge Industrial IoT sensors solve problems for thousands of businesses around the world. Our Asset Operations Management solutions, coupled with powerful cloud ecosystems, empower maintenance and facilities teams to achieve their digital transformation goals. We are providing meaningful value to an underserved, blue-collar workforce by streamlining workflows, improving collaboration, and making it easy to manage work orders and projects from anywhere, anytime!

We've raised $50 million in venture capital following a recent Series B funding round led by Insight Partners, Emergence Capital, Mucker, and Y Combinator. We're also building The Maintenance Community, the largest online forum and Slack group bringing industry professionals together to participate in discussions, webinars, podcasts, and courses.

Learn More!

www.onupkeep.com

www.onupkeep.com/careers

At UpKeep, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. UpKeep is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation or Veteran status.