Deal Desk Specialist, Klaviyo
$76-114k
1+ day a week in office
Intelligent marketing automation powered by customer data
Job no longer available
Intelligent marketing automation powered by customer data
1001+ employees
Job no longer available
$76-114k
1+ day a week in office
1001+ employees
Company mission
To give online brands direct ownership of their consumer data and interactions, empowering them to turn transactions with customers into long-term relationships—at scale.
Role
Who you are
- Bachelor's degree in Business or another relevant field
- 2-3 years of Deal Desk, Finance, or Operations experience in a technology or fast growth company setting
- Proven ability to negotiate, prioritize, maintain attention to detail, and work under critical timelines
- Ability to lead and engage in multiple simultaneous initiatives
- Previous experience with system implementation, process improvement and change management a plus
- Working knowledge of a CRM system; Salesforce CRM, CPQ, and CLM software experience preferred
- Working understanding of ASC 606 and legal contract review
- Relevant SaaS experience preferred, but not required
What the job involves
- We are looking for a Deal Desk Specialist to join our Revenue Operations team
- If you have demonstrated success dealing with ambiguity, operating in a rapidly-growing environment, and solving problems with limited oversight, this is the role for you
- We are looking for someone who will drive initiatives to ensure we are meeting the needs of the organization, by providing quoting and deal structure support to our west coast North America and APAC Sales teams
- You will closely partner with cross-functional teams, make data-driven decisions, and assist Sales and Customer Success teams to close business
- In this role, you will create scalable and efficient policies and processes and regularly review and report on non-standard deal structures, all in support of deal making & sales activities
- This requires strategic, process-driven, and strong negotiation skills to ensure teams are equipped with the knowledge to execute customer contracts and secure the best possible terms for Klaviyo
- This is a high visibility role that directly impacts cash flow, revenue, and profitability
- Serve as an expert on the company’s deal structures, pricing, standard terms and conditions, systems and processes
- Partner with cross-functional stakeholders to identify and document deal making policies
- Review and approve non-standard pricing requests. Ensure all required approvals are obtained and documented. Ensure that all transactions follow internal revenue recognition guidelines and operational guidelines
- Partner with Revenue Accounting team to review or address revenue recognition concerns for non-standard deal structures
- Partner with the Legal Team to document non-standard terms or commitments, and mitigate legal risk
- Collaborate, provide advice, as well as deal insights to cross functional teams including Sales Ops, Legal, Billing, Finance, Risk and Systems
- Build scalable, efficient processes and create workflows that will ensure rigorous and efficient deal completion
- Promote operational excellence, team efficacy, and most importantly: ensuring accurate, timely, and optimal close of deals
- Develop and document processes and best practices, as well as instill process improvement and data driven mentality across the teams
- Exhibit sound business judgment, strong collaboration and analytical skills, and a proven track record of taking ownership to influence results
- Provide deal structure guidance and creative solutions for complex deals
- Participate in compliance reviews and provide guidance to cross-functional teams on commonly requested edits, non-standard terms, and deal structuring modifications
Our take
Klaviyo is a marketing firm helping growth-focused eCommerce brands drive more sales with super-targeted, highly relevant email, Facebook and Instagram marketing campaigns. From personalised newsletters to automated emails when customers abandon their shopping carts, the marketing automation platform makes it easy for businesses to capture, store, analyze, and predictively use their own data to drive measurable, high-value outcomes.
Klaviyo's CEO, Bialecki, believes that the main problem with e-mail marketing today is that there is a divide between two kinds of tools: analytics tools that help you understand what people are doing on a website, such as what products they are considering, and messaging tools that send them a marketing e-mail. Operating primarily within the retail and eCommerce industry, Klaviyo aims to solve this by offering a tool that brings together analytics and messaging. This allows companies to bring all of their first-party data into a single platform to get a deep understanding of their customers and then activate that data to deliver highly-targeted, personalised communications through email and SMS. In the process, Klaviyo's customers get a deep understanding of their consumers.
Klaviyo is a fast-growing company mainly due to its business model - the firm offers a concrete ROI for Klaviyo’s clients if the software persuades customers to make purchases by treating different types of customers differently. An IPO in 2023 has led to Klaviyo's release of Klaviyo AI, which empowers businesses to unlock revenue-driving opportunities and deliver exceptional customer experiences across channels. Still in its early days of public listing, it will be interesting to see how Klaviyo fares in the years to come.
Freddie
Company Specialist
Insights
Some candidates hear
back within 2 weeks
46% female employees
4% employee growth in 12 months
Company
Employee endorsements
Opportunities to learn
"Not only we have a good stipend to spend on learning but we also have development days every quarter, where we can switch off and focus on the areas..."
Funding (last 2 of 6 rounds)
Aug 2022
$100m
LATE VC
May 2021
$320m
SERIES D
Total funding: $778.5m
Company benefits
- Private health care cover
- All full time employees receive equity
- Commuting allowance for when you do travel to the office,
- A very generous education allowance every year for you to spend on learning and development.
- Free books policy - if you’re better off for having read it (or listened to it—audiobooks are covered too!) we’ll pay for it.
- Generous and flexible PTO policy
- Participation in Klaviyo ESPP
Company values
- We always put our customers first.
- We are owners.
- We strive to make the world more equitable.
- We are ambitious.
- We are always learning.
- We collaborate radically.
- We are remarkable.
Company HQ
Financial District, Boston, MA
Articles
Founders
Andrew Bialecki
(CEO)Previously CTO at RockTech, Senior Engineer at Performable, Lead Engineer at Applied Predictive Technologies and an SDET Intern at Microsoft
Ed Hallen
(Chief Product Officer)Currently an Advisor at Team Engine. Previously worked in Enterprise Business Development at Google, Summer Associate at Accel-KKR and Principal at Applied Predictive Technologies.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
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Diversity & Inclusion at Klaviyo
Katelyn Nnake (Director of Diversity, Equity & Inclusion)
- At Klaviyo one of our key values is "we strive to make the world more equitable"
- In 2023 over 75% of Klaviyos participated in a Klaviyo Resource Group
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