- Weave's Deal Desk team prioritizes providing customers with a high-quality, white-glove experience and serves as a quality control link between Sales and Onboarding.
- Deal Desk Analysts at Weave develop specialized skills in interdepartmental communication, attention to detail, and setting customer expectations, aiming to proactively support customer success.
- A primary responsibility of a Deal Desk Analyst is to ensure new customers are well-prepared for their onboarding experience.
- A main function of the Deal Desk role is managing and resolving inbound requests from cross-functional teams, including quote amendments, approval workflows, and Salesforce troubleshooting.
- The ideal candidate for this role is expected to be a culture leader, fostering psychological safety, promoting innovation, hard work, and creativity. Additionally, technical proficiency in tools like Salesforce, Zoom, and Slack is crucial.
This position reports to the Deal Desk Manager This position is hybrid
What You Will Own
- Ensuring the Customer has a seamless experience and transition from Sales to Onboarding
- Act as quality assurance for sales to ensure all deals moving forward are qualified and prepared customers
- Following team processes to ensure clients success
- Work as a business partner with Sales and Onboarding to triage escalated customers
- Collaborating with other departments in the organization
- Work on projects and initiatives as needed
What You Will Need to Accomplish the Job
- Bachelor's degree OR at least two years of related experience required
- 1 year of outbound sales or customer facing experience
- Proficiency in Salesforce CRM
What Will Make Us Love You
- Excellent interpersonal and leadership skills
- Excellent verbal and written communication skills
- Excellent organizational skills and attention to detail
- Strong analytical and problem-solving skills
- Ability to function well in a high-paced and at times stressful environment
- Ability to meet daily performance and effort standards
- Time management skills
Weave is an equal opportunity employer that is committed to fostering an inclusive workplace where all individuals are valued and supported. We welcome anyone who is hungry to learn, problem-solve and progress regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other applicable legally protected characteristics. If you have a disability or special need that requires accommodation, please let us know.All official correspondence will occur through Weave branded email.
We will never ask you to share bank account information, cash a check from us, or purchase software or equipment as part of your interview or hiring process.
