Deal Desk Specialist

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ActiveCampaign's category-defining Customer Experience Automation Platform (CXA) helps over 150,000 businesses in 170 countries meaningfully engage with their customers. The platform gives businesses of all sizes access to 500+ pre-built automations that combine email marketing, marketing automation and CRM for powerful segmentation and personalization across social, email, messaging, chat and text. Over 100,000 of ActiveCampaign's customers use its 850+ integrations including Microsoft, Shopify, Square, Facebook, and Salesforce. ActiveCampaign scores higher in customer satisfaction than any other solution in Marketing Automation, CRM, and E-Commerce Personalization on G2.com and is the Top Rated Email Marketing Software on TrustRadius. Pricing starts at just $9/month. Start a free trial at ActiveCampaign.com.


As a global multicultural company, we are proud of our inclusive culture which embraces diverse voices, backgrounds, and perspectives. We don’t just celebrate our differences, we believe our diversity is what empowers our innovation and success. If this matches your goals and interests, we hope you consider joining our team!


As one of the fastest-growing SaaS companies, we are scaling rapidly to keep up with market demand. We are growing all of our teams and looking for people who share our values, deliver innovation frequently, and join us in our mission to grow our customer base from 150,000 today to millions.


Working closely with the VP of Revenue Operations, Finance and Business Intelligence, this person is responsible for ensuring the compliance of Sales deals towards established policies and data integrity of deal data getting input into the system. This includes driving understanding and documentation of the Rules of Engagement and Standard Operating Procedures, as well as troubleshooting deal data logic to ensure the accuracy of the systems of record.

What your day could consist of:

  • Perform analysis to monitor and enforce data compliance of business systems
  • Partner with Sales and Agency teams, Business Intelligence team and Finance to drive completeness, accuracy and understanding of system records
  • Ensure clear and accurate Rules of Engagement and Standard Operating Procedure documentation
  • Troubleshoot deal data logic to ensure accuracy of the systems of record

What is needed:

  • MS Excel skills and comfort with extremely large data volume. Familiarity with data visualization platforms (Looker, Tableau, etc.).
  • Extreme attention to details. Highly organized self starter with a positive and learning attitude.
  • Comfortable working in a fast paced environment and dealing with ambiguity. Flexible and open to changing priorities, and managing multiple tasks simultaneously within compressed timeframes.
  • Effective communication skills, verbal and written.
  • Team player who is effective partnering cross functionally.

ActiveCampaign is an employee-first culture. We take care of our employees at work and outside of work. You can see more of the details here, but some of our most popular benefits include our comprehensive health and wellness benefits (including no premiums for employees on our HSA plan, tele-health and tele-mental health, and access to the Calm app for mediation), open paid time off, generous 401(k) matching with no vesting, a generous stipend to outfit your remote office, and a focus on career growth including access to personal and professional coaching. We take a proactive approach to diversity and inclusion and offer parental leave, career pathing, and support employees’ ongoing learning and development through Udemy and access to life coaches via Modern Health. We also offer cool swag.


ActiveCampaign is an equal opportunity employer. We recruit, hire, pay, grow and promote no matter of gender, race, color, sexual orientation, religion, age, protected veteran status, physical and mental abilities, or any other identities protected by law.


Our Employee Resource Groups (ERGs) strive to foster a diverse inclusive environment by supporting each other, building a strong sense of belonging, and creating opportunities for mentorship and professional growth for their members. 


Our core values: 

Start with trust

Make the customer a hero

Cultivate inclusion & diversity

Iterate everything, always

Create WOW

Pursue growth with gratitude


Visit here to learn about perks and benefits at ActiveCampaign and see our values in action.

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Location

Located in the heart of the Loop overlooking State Street, with views of the lake and Millennium Park with easy access to the Metra & CTA stations.

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