Deal Desk Coordinator

Tableau Austin , TX 78719

Posted 3 weeks ago

What you'll be doing

The Deal Desk Coordinator is responsible for supporting our Sales team through creating, reviewing, and verifying details around negotiated agreements. This Coordinator will support the deal process by receiving pre-approval from internal teams concerning orders and pricing; providing account management support; and responding to internal and external email and phone inquiries. Successful candidates in this role will have issue identification and resolution experience, order fulfillment knowledge and have an extremely high bar for customer service. You'll thrive on being organized, having a high emotional IQ, and being extremely detail oriented in our fast paced and occasionally ambiguous environment.

Some of the things you'll be doing include...

  • Review and verify incoming deals for accuracy, including but not limited to: confirming contract terms, contact and billing information, pricing, business policies, existing legal agreements/pre-existing terms, promotions and PO T&C.

  • Work with Strategic Sales team, Management, Legal and Accounting to ensure negotiated deals are documented properly and in alignment with Tableau's policies.

  • Work with Sales Management, Finance, Legal, Development and Customer Operations teams to create deal term sheets for approvals and determine best action for fulfillment issues.

  • Create quotes, schedules and amendments that reflect product upgrades, maintenance renewals, and add-ons which may include cumulative discounting structures you will become the subject matter expert on the nuances of Strategic/Enterprise level customer accounts.

  • Operate as an escalation point to business partners for quote-to-cash operations and ensure compliance with published sales and business approval policies.

  • Help coordinate system tie-outs and delivery timing details for revenue recognition with Services, Accounting and Customer Service teams.

Who you are

  • Experienced. You have 2+ years of high-volume transaction processing experience in an enterprise-level business environment. You've worked with transactions of varying degrees of complexity using a CRM or ERP system. 2+ years with e-commerce, credit-card processing, entitlement applications and Electronic Delivery Systems preferred.

  • Domain. Deep knowledge of purchasing processes, pricing agreements, and PO terms & conditions. Experience with, NetSuite, and MSLA/SLAs is preferred.

  • Educated. Bachelor's Degree or related experience required.

  • Go-Getter. Willing to go the extra mile with a strong work ethic; self-directed and resourceful.

  • Service Minded. You deliver customer and partner support like you expect to receive it; with excellence.

  • Flexible. Experience working varied hours to accommodate volume fluctuations caused by sales cycles, seasonality, and emergencies.

  • You are a Recruiter! Tableau hires company builders and, in this role, you will be asked to be on the constant lookout for the best talent to bring onboard to help us continue to build one of the best companies in the world!


Tableau Software is an Equal Opportunity Employer.

Tableau Software is a company on a mission. We help people see and understand their data. After a highly successful IPO in 2013, Tableau has become a market-defining company in the business intelligence industry. Our culture is casual and high-energy. We are passionate about our product and our mission and we are loyal to each other and our company. We value work/life balance, efficiency, simplicity, freakishly friendly customer service, and making a difference in the world!

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Deal Desk Coordinator