Deal Desk Analyst

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Assist in the development, assessment, and management of quotes and order forms within CRM and CPQ platforms.

• Evaluate incoming deal requests from Account Executives for completeness, accuracy, and adherence to internal guidelines.

• Oversee discount approvals within set limits and escalate non-standard requests as necessary.

• Formulate deal terms such as contract duration, payment schedules, ramp structures, pilots, and additional agreements.

• Collaborate with the Legal team to facilitate contract modifications and ensure prompt execution of non-standard agreements.

• Maintain Deal Desk approval workflows and help guarantee compliance with service level agreements, especially during month-end and quarter-end closing periods.

• Ensure robust CRM practices and accurate deal information to aid in forecasting, reporting, and subsequent business operations.

• Work collaboratively with Sales, Finance, Legal, and Customer Success teams to promote efficient deal execution.

• Comprehend how commercial deal structures influence ARR, TCV, renewals, revenue recognition, and cash flow.

• Recognize process inefficiencies, operational obstacles, and areas for enhancement, and proactively escalate risks or challenges.

⛳️ Requirements

• Over 3 years of experience in Deal Desk, Revenue Operations, Sales Operations, Finance, or a similar role in a high-growth startup or growth-stage organization.

• Practical experience with CRM and CPQ systems.

• Familiarity with structuring non-standard deals, including multi-year contracts, ramp deals, pilots, and additional pricing.

• Exceptional attention to detail while reviewing contracts, order forms, and specific commercial terms.

• Experience assisting in quarter-end closing cycles within a fast-paced sales environment.

• Knowledge of revenue recognition principles and how deal structure affects cash flow and reporting.

• Excellent communication and collaboration abilities with cross-functional stakeholders.

• Capability to proactively identify barriers, operational risks, and process inefficiencies.

• Comfortable juggling multiple priorities in a dynamic, rapidly changing environment.

• Eligible to work in the United States or Canada.

🏝️ Benefits

• Ground floor opportunity: Become a part of a high-growth startup, supported by top-tier investors in the Enterprise SaaS and Medical Devices sectors (Benchmark, Redpoint Ventures, and Ajax Health).

• Learning Budget: Reimbursement for relevant educational and skill enhancement opportunities.

• Remote work: AcuityMD emphasizes full-remote flexibility for employees in the US, offering a work-from-home stipend for all staff.

• Flexible PTO: Generous time off and adaptable hours allow you to perform at your best.

• Paid Health, Dental, and Vision Plans: We provide 100% coverage for health, dental, and vision plans for all employees and 75% coverage for dependents.

• Home Office Stipend: $1,000 for investing in remote office equipment and WiFi reimbursement.

• Optional Team Retreats: We gather in-person several times a year for collaborative work and social events.

• Parental Leave: 8-16 weeks of fully-paid, flexible parental leave.