Alkami is a leading cloud-based digital banking solutions provider for financial institutions in the United States that helps clients to transform through retail and business banking, digital account opening and loan origination, payment fraud prevention, and data analytics and engagement solutions. Alkami’s Mobile App Platform has been certified by J.D. Power for providing clients with “An Outstanding Mobile Banking Platform Experience.”
Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably’s Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). Through our bold investments in technology and people, we empower our clients to grow confidently, adapt quickly, and build thriving digital banking communities through tailored experiences for over 19.5M users.
As a remote-first company, this position can sit in Plano, TX or remote in the US.
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Position Overview:
The Alkami Deal Desk team is looking to add a Deal Desk System Analyst to the team to focus on order management. This will be a highly visible role, providing pricing support to Sales, Finance, Legal and other cross functional stakeholders.
This person will need to possess or quickly learn in-depth knowledge of Alkami’s Products, Pricing, Processes, and Technology (CRM, CLM, & ERP).
Initially this role will primarily focus on Deal Desk Quoting, Booking, and Contracting functions. As our technology and processes evolve over time, this role will expand to focus on data quality, data migrations, feature testing, reporting/analytics, business control, driving process adherence, etc.
Key Responsibilities & Duties:
- Review Sales generated Quotes for accuracy, completeness, and policy adherence
- Ensure Alkami’s historically executed agreements are reflected correctly in the CRM
- Provide white glove support to Sales, Enterprise Technology, and Finance for any Quote/Contract related inquiries
- Test new products/pricing changes to validate they are producing accurate results
- Become acting SME and resource for quoting Alkami products and services
- Log and track executed Orders as part of Business Control efforts
- Document enhancement requests/bugs and partner with Enterprise Technology to solve holistically
- Partner closely with Deal Desk, Finance, Sales, Accounting, and Enterprise Technology colleagues on strategic programs
- Review month end quotes and assist in valuation and FP&A reporting
- Ensure Business Control requirements are being met as part of close reviews
- Assist with data migrations into the CRM i.e. data gathering, validation, loading, & review
- Perform regular data quality/hygiene checks in the CRM
- Develop and maintain reporting and analytics for the Deal Desk team and stakeholders
- Assist the Deal Desk team as we revise and rebuild department artifacts
Qualifications:
- Ability to work in a fast paced, rapidly changing environment
- Familiarity with SFDC, CPQ, and Alkami Product and Pricing models
- Aptitude in understanding contract types - MSA’s, Renewals, Add On’s, and Amendments
- Understanding of Alkami customers and sales cadence
- Excellent attention to detail
- 3-5 Years of relevant experience
Desired Skills:
- Solid MS Office skills, above average Excel/Spreadsheet skills
- Experience with SFDC CPQ, Quoting and Products setups
- Understanding of SFDC tech stack at Alkami
- Willing to work extended hours during close and peak times
Cool Things to Know
Not Just Any Company: Alkami has an awesome diverse and inclusive environment. We have a FUN culture and offer great benefits, including remote-first environment, unlimited paid time off, 401(k) with employer match, and more.
Work Authorization: We cannot offer employment sponsorship at this time. Candidates must be eligible to work in the US for full-time employment.
Recruiters: We are not looking for outside recruiting firms to help us in this search. Thank you for understanding.
Pay Transparency: As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington. [$68,000.00 - $102,000.00]
The Important Stuff
Alkami Technology is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Alkami is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Alkami are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Alkami will not tolerate discrimination or harassment based on any of these characteristics. Alkami encourages applicants of all ages.
#LI-REMOTE
J.D. Power 2024 Mobile App Platform Certification ProgramSM recognition is based on successful completion of an audit and exceeding a customer experience benchmark through a survey of recent servicing interactions. For more information, visit jdpower.com/awards.
