Alloy Strategic Partner Development Manager, Banking at Alloy responsible for building and reviewing quotes, managing approval queues, and supporting deal desk operations. Ensures accuracy in pricing, terms, and contracts to accelerate deal closure.
Responsibilities
You'll be the first stop for reps working through the mechanics of a deal: building and checking quotes, keeping the approval queue moving, and making sure what gets signed is what gets booked and billed. It's a high-volume, detail-heavy seat with a front-row view of how Alloy prices, packages, and contracts, and a lot of room to make the process better as you learn it.
Build and review quotes from Salesforce CPQ all the way through the Ironclad workflow process, checking that products, pricing, terms, and opportunity setup (new business, renewal, amendment, upsell, channel) are correct before they move forward.
Work the twice-daily Ironclad approval queue alongside Legal and Accounting, reviewing order forms against our standard terms and Deal Desk Levers and flagging anything non-standard.
Support the triage of incoming requests in Deal Desk, Ironclad, and the Rev Ops Help queues, confirm each one has the context needed for review, and route it to the right person.
Manage first-pass pricing using our pricing calculator and guidelines, so senior Deal Desk time goes to large and novel deals.
Partner with our Systems and Salesforce admins to improve CPQ and quoting workflows: flag where reps get stuck, document requirements for fixes and enhancements, test changes before they go live, and update guides once they ship.
Review closed-won contracts for booking accuracy (ACV, CARR, term, billing frequency, uplifts) and keep the bookings tracker current.
Pull weekly reporting on deals in flight, request volume, turnaround time, and discount and approval trends.
Help maintain CPQ, Ironclad, and Deal Desk process, and turn repeat questions into documentation (CPQ Handbook)
Who we’re looking for
1-3 years in Deal Desk, Sales Operations, Revenue Operations, Order Management, or a similar analytical role supporting a sales team.
Hands on Salesforce experience with opportunities, quotes, and reports.
Qualification
Experience in B2B SaaSExposure to order formsFamiliarity with SQLThis position has a salary range of $80
Preferred
Experience with Ironclad or another contract lifecycle management tool.
Experience gathering requirements or testing changes for a CRM or quoting tool.
Experience in B2B SaaS, fintech, or financial services.
Familiarity with SaaS metrics and deal terms such as ARR, CARR, usage-based pricing, ramps, and multi-year uplifts.
Exposure to order forms, billing, or revenue recognition basics (ASC 606).
Familiarity with SQL.
Alloy is committed to fair and equitable compensation practices. Below is the anticipated starting base compensation range for this role; however, pay may vary depending on job-related knowledge, in-demand skills, relevant experience, and/or geography. In addition to a competitive base salary, this position is also eligible for equity awards in the form of stock options (ISOs) as well as a competitive total benefits package. Your recruiter will be happy to walk you through the details and what compensation could look like for you specifically!
This position has a salary range of $80,000 to $100,000.
