Deal Desk Specialist

A Deal Desk Specialist at Klaviyo plays a critical role in supporting our Revenue Operations team by providing expertise on deal structures, pricing, and terms. They ensure that Sales and Customer Success teams have the necessary guidance to close deals efficiently while adhering to internal guidelines.

To qualify for the Deal Desk Specialist position at Klaviyo, candidates should have a Bachelor's degree in Business or a related field, ideally alongside 2-3 years of experience in Finance or Operations, particularly within a tech or rapidly growing company environment.

Applying for the Deal Desk Specialist role at Klaviyo means joining a vibrant team committed to empowering creators. The position offers opportunities to influence key business outcomes and work collaboratively with cross-functional teams in a supportive environment.

Essential skills for a Deal Desk Specialist at Klaviyo include strong negotiation abilities, attention to detail, data analysis skills, and the ability to manage multiple initiatives concurrently. Experience with CRM systems like Salesforce and an understanding of revenue recognition principles are also beneficial.

Klaviyo supports its Deal Desk Specialists with a culture of learning, offering generous benefits such as medical coverage, flexible paid time off, and access to professional coaching, ensuring team members can thrive both personally and professionally.

As a Deal Desk Specialist at Klaviyo, you'll partner closely with cross-functional teams, including Sales Ops, Finance, Legal, and Risk, to drive efficiencies in deal completion and ensure compliance with internal policies.

The salary range for the Deal Desk Specialist role at Klaviyo varies based on experience and qualifications, with a base pay range of $72,800 to $109,200 USD, along with opportunities for variable compensation and overtime.

When structuring a non-standard deal, I would first gather all relevant information about the client's needs and constraints, then collaborate with cross-functional teams to draft a proposal that aligns with their business objectives while adhering to Klaviyo's internal guidelines.

In my previous role, I managed a high volume of pricing requests where I carefully reviewed each one, ensuring compliance with our pricing strategies and obtaining necessary approvals from relevant stakeholders while maintaining clear communication with the sales team.

I have extensive experience using Salesforce CRM, where I managed client information and facilitated deal tracking. My familiarity with CPQ (Configure Price Quote) tools has also enabled me to streamline the pricing approval process.

I ensure compliance with revenue recognition guidelines by first gaining a thorough understanding of ASC 606, then systematically reviewing all deal structures to verify that they follow required financial protocols, collaborating with the Revenue Accounting team as necessary.

In a past project, I faced ambiguity in client requirements. I proactively scheduled meetings with stakeholders to clarify expectations and utilized agile project management techniques to adapt our approach as new information emerged.

I prioritize tasks based on urgency and impact, utilizing project management tools to track progress. Regular check-ins with team members help ensure alignment and make it easier to pivot quickly if priorities change.

In a previous position, I successfully negotiated a contract that involved multiple stakeholders by clearly communicating the needs of all parties involved and finding common ground, ultimately leading to a mutually beneficial agreement.

I measure success by the efficiency and accuracy of completed deals, feedback from cross-functional teams on my support, and the overall impact of my contributions to the company's revenue growth.

Effective collaboration hinges on open communication and a shared understanding of goals. By actively listening to team members and remaining flexible to feedback, I foster an environment where all voices are valued.

I can contribute to process improvement at Klaviyo by leveraging my analytical skills to identify bottlenecks in current workflows and proposing data-driven solutions that enhance efficiency and support the goals of our Revenue Operations team.