Shift5 is the observability platform for onboard operational technology (OT). We’re a rapidly growing scale-up that specializes in cybersecurity, predictive maintenance, and compliance for operational technology (OT) systems across Defense, aerospace, and rail. We are a collaborative, passionate, and driven cadre of dynamic, multidisciplinary experts and we’re focused on helping our customer’s fleets run smarter and safer by accessing and democratizing the volumes of onboard OT data generated by transportation and freight fleets, and defense fleets. Come join us.
Our Values :
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Embrace Truth and Integrity: Base decisions on data, foster open dialogue, and uphold unwavering integrity.
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User-Centric Focus: Prioritize user needs to guide our actions and resource allocation.
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Collaborative & Adaptable: Collaborate for excellence, learning from failures and driving iterative improvements, recognizing every decision's significance.
Shift5 is seeking a 1099 Sales Operations & Deal Desk Contractor to support our growing revenue operations needs. We’re looking for a results-oriented, strategic-thinking, team player with the confidence, expertise, and demonstrated success to help Shift5 continue its rapid growth trajectory. This role is a high-impact, high-visibility opportunity to stand up a new function at Shift5 and make a significant imprint on the company’s operations and scaling.
This is a cross-functional role directly supporting Sales and Marketing and will report directly to the Demand Generation & Go to Market Operations Manager.
In this role, you will :
- Act as a trusted advisor and the go-to resource for coordinating approvals of complex deals through internal stakeholder groups, from opportunity creation to post-sales execution.
- Develop creative structures and coordinate deal approvals through finance, sales leadership, service delivery, field engineering, legal, and hardware, driving stakeholder alignment and smooth delivery.
- Review and approve opportunities, ensuring accuracy, completeness, and alignment with company policies.
- Provide data inputs to quarterly sales forecasting, and provide reporting to leadership on forecasting accuracy, deal velocity, and quarterly shifts to forecast scenarios.
- Collaborate with the Product organization to develop hardware opportunity forecasts
- Liaise with the post-sales and delivery organizations to provide forecast insights to inform capacity planning
- Develop and drive initiatives to improve productivity, company deal policies and simplify processes throughout the GTM organization
- Monitors the RevOps Support Slack channel & SFDC opportunity queue to respond to questions
- Develop and maintain deal management tools, templates, and processes to streamline operations and improve efficiency.
- Partners with marketing operations and finance teams to facilitate process and system improvements
- Collaborates with sales enablement to delivery relevant training to new and existing sales reps on Deal Desk, Order Booking, and overall Quote to Cash best practices
- Maintains and enforces agreed upon departmental review and approval SLAs with 100% adherence
- Responsible for reviewing opportunities to result in accurate booking metrics (Net ARR, ARR Basis, Amount, Recurring Amount) and 1:1 relationship between SFDC Opportunities and other systems are accurate
- Ensure strong data hygiene and process adherence in Salesforce and other sales stack tools
- Support sales operations requirements, including the generation of quotes, opportunity management, and account management
- Other duties as assigned
Required :
- Bachelor's Degree in marketing, finance, data science, business, or social sciences
- An interest in aviation, cybersecurity, defense technology or B2B/B2G/public sector sales
- Demonstrated familiarity with the Enterprise SaaS/B2B Industry - Deal Desk, Order Management, Finance Operations, Sales Operations or Pricing experience preferred
- Demonstrated ability to partner with GTM Teams and other cross functional departments
- Experience in Direct and Channel Sales model is highly desirable
- Basic understanding of revenue recognition rules
- Strong business acumen, strong reporting and analytics, troubleshooting, problem-solving, and project management skills
- Highly organized, customer-focused, innovative and strong attention to details
- Excellent communicator, self-aware, transparent, professional, and open to feedback
- Ability to multitask and prioritize at times of high volume
- Ability to prioritize and effectively manage distractions
- Strong quantitative skills and highly proficient in GSuite, Salesforce (SFDC)
- Basic knowledge and understanding of a CPQ tool such as Zuora or Salesforce CPQ
We are committed to building an inclusive culture of belonging that embraces the diversity of our people and represents the communities in which we work and the customers we serve. We know the happiest and highest performing teams include people with diverse perspectives and ways of solving problems. We strive to attract and retain talent from all backgrounds and create workplaces where everyone feels empowered to bring their full, authentic selves to work.
Shift5 is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identify, national origin, disability, age, marital status, ancestry, projected veteran status, or any other protected group or class.
