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Revenue Operations Analyst

New York City

This position is based in our NYC office.

 About us: 
Templafy is the next gen document generation platform that automates all document creation across organizations. Our platform eliminates manual document work allowing companies to drive governance, efficiency and ultimately business results. Templafy supports millions of users and enables over 800 enterprise customers such as KPMG, IKEA, BDO and more. 

Founded in Copenhagen, Denmark, in 2014, Templafy’s success is built by our 60+ employee nationalities found at offices around the world. We believe when people feel they belong, have a voice, and feel heard, they are happier and perform better, and that way, everyone wins. Our innovation, diversity, and unique product have raised over 200 million in funding from Insight Venture Partners, Seed Capital, Dawn Capital, Damgaard Company and Golub Capital. 

Who you are: 
We are seeking a highly analytical and detail-oriented Deal Desk Analyst with strong expertise in project management and sales operations. The ideal candidate will play a pivotal role in supporting our sales team by managing deal structures, providing actionable insights through the creation and maintenance of Salesforce dashboards, and streamlining sales processes to drive operational efficiency. This role is essential in ensuring accurate pricing, contract management, and compliance, directly impacting revenue growth and deal velocity.

What you’ll do: 

  • Support front-end users by ensuring they have the tools, reports, and dashboards needed to make informed decisions and drive revenue growth.
  • Serve as a go-to resource for CPQ (Configure, Price, Quote) and Deal Desk processes, helping to streamline quoting, pricing, and approvals for the sales organization.
  • Work with business customers to gather requirements and deliver user-friendly reporting and analytical solutions that empower teams to self-serve their data needs.
  • Troubleshoot front-end issues related to reporting, dashboards, and data quality, ensuring seamless user experiences and accurate data outputs.
  • Assist with CPQ configuration and troubleshooting, ensuring that pricing tools are optimized and aligned with business objectives.
  • Recommend and implement improvements to reporting tools, focusing on ease of use, accuracy, and automation.
  • Recognize and adopt best practices in reporting and analysis, ensuring data integrity, reliability, and user accessibility.

What you’ll need to succeed: 

  • Bachelor’s degree in Business, Finance, Analytics, or a related field.
  • 1+ years of experience in a sales operations, revenue operations, or similar role.
  • Proficiency in Salesforce, with a strong understanding of dashboard creation and management.
  • Advanced Excel skills, including data analysis and visualization.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and manage multiple projects simultaneously.
  • Detail-oriented with a strong focus on data accuracy and integrity.
  • Experience with other sales tools and technologies (e.g., Tableau, Power BI) is a plus.

Employee Benefits:  

  • Employee equity program 
  • Comprehensive health insurance 
  • Parental leave 
  • Commuter Benefits 
  • Unlimited time off 
  • 401K  
  • Employee Assistance Program 
  • Company discount program 
  • Flexible work environment 

We interact freely across teams and are dedicated to building a strong company culture with an emphasis on career development and plenty of social events.   

Compensation:

Base Salary: $80,000 - $120,000 USD. Exact compensation may vary based on skills, experience, and location. 

Templafy is a workplace of belongingness. To us this means that you have a voice, you dare to speak up, and your voice is heard. We focus on offering an environment that allows all employees to feel that they belong regardless of race, color, ancestry, religion, gender, gender identity, genetic information, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or other status.

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