Deal Desk & Sales Operations Specialist, UpGuard

UpGuard

Location:
Philippines, Manila

Category:
Sales

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

We are looking for a detail-oriented and service-minded Revenue Operations professional to join our growing Rev Ops team. You would be the first Rev Ops team member hired in the Philippines. This role is crucial in supporting our global sales team by ensuring a smooth and efficient sales process from creation to close. You will be instrumental in maintaining data integrity, facilitating deal approvals, leveraging AI-driven insights to optimize processes and providing essential operational support that allows our sales representatives to focus on selling and achieving revenue targets. This role will also be encouraged to explore and recommend AI-powered solutions to enhance Revenue Operations efficiency and effectiveness.

Job Responsibility:

Assist the global sales team with non-standard quote creation, ensuring accuracy and adherence to pricing and commercial policies
Facilitate the deal approval process, coordinating with sales, finance, product and legal teams as necessary to ensure compliance and timely execution
Ensure all deal information is accurately logged and updated in our CRM (Hubspot) and CPQ (Subskribe) and explore AI features within these platforms to improve data quality and insights as a primary point of contact for sales team queries related to deal structure, quoting, and approval processes
Structure contracts in a manner that ensures the success of our customers and maximises business value
Support the sales team with ad-hoc requests as they support our existing and future customers
Review data quality issues raised by the sales team, utilizing AI-powered data cleansing and validation tools where applicable, and ensure compliance with our procedures and policies
Assist with the generation of standard sales reports and segmented lists for the broader GTM organization
Help document and maintain sales processes, policies, and best practices
Assist with onboarding new sales team members regarding sales tools and processes
Identify trends in incoming inquiries using data analysis and AI-powered insight tools, and work with the broader Revenue Operations team in suggesting improvements and helping build solutions to remove bottlenecks and automate our processes
Support with change management of new initiatives to the broader sales organization
Be a supportive partner to the sales organization but ensure you communicate effectively when ensuring our procedures and policies are adhered to
Communicate effectively regarding deal status, requirements, and operational updates
Conduct audits as necessary to ensure compliance

Requirements:

2-3 years of experience in a sales support, sales operations, deal desk, or administrative role, preferably within a B2B (SaaS is a plus) environment with a demonstrated interest or experience in leveraging technology and AI to improve processes
A proactive mindset towards identifying opportunities for AI implementation to drive efficiency and strategic insights
Strong attention to detail and commitment to accuracy
Excellent organizational and time-management skills, with the ability to manage multiple tasks and priorities
Good communication skills, both written and verbal in English
Proficiency with CRM software
Ability to work independently and as part of a remote, global team

Nice to have:

Track record of improving process and policy, not just ensuring adherence to it
Using AI regularly to solve and improve on various related Rev Ops challenges
Understanding of CRMs like Hubspot and Salesforce and can design solutions within it or even configure them yourself
Familiarity with various CPQ systems. Our solution is Subskribe, but CPQ/Steelbrick or DealHub would be valuable
Track record of adding value to deals and thinking creatively to balance company and customer interests

What we offer:

Monthly Lifestyle subsidy: use this for financial, physical and mental wellbeing
WFH set-up allowance: to ensure you have the right environment to work in, we will help you get set up within your first 3 months at UpGuard
$1500 USD annual Learning & Development allowance: to support your career development all team members will be able to expense development opportunities against this allowance
Generous Annual Leave/PTO allowances: time to recharge your batteries
18 weeks paid Parental Leave: irrespective of parenting role
Personal Leave allowance: this includes sick & carer’s leave
Fully remote working environment: while we have physical offices in Sydney & Hobart, we do not mandate compulsory attendance
Top spec hardware: all team members will be provided with top-spec laptops for their role
Generative AI subsidy: UpGuard provides paid subscriptions for all team members to access generative AI tools to support their work

Additional Information:

Job Posted:
June 04, 2025

Employment Type:

Fulltime

Work Type:

Remote work

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Deal Desk & Sales Operations Specialist