Deal Desk Analyst

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

📋 Description

• Process and verify standard deal requests, which include quoting, pricing configuration, and preparing order forms.

• Examine deal submissions for completeness, compliance with policies, and routing requirements.

• Assist senior analysts with complex deal packages by gathering data, preparing documents, and updating Salesforce/CPQ.

• Act as the initial point of contact for Sales inquiries regarding quote creation, pricing, product configuration, and quote status updates.

• Ensure accurate maintenance of deal records and documentation within CRM and CPQ systems.

• Submit, monitor, and manage Jira tickets with EA.

• Support contract and order form administration, including version tracking, template management, and coordination of execution.

• Produce regular deal desk reports and dashboards to monitor queue volume, turnaround times, and pending approvals.

• Implement deal desk policies, discount governance frameworks, and approval matrices.

• Engage in process improvement initiatives and document standard operating procedures.

⛳️ Requirements

• A minimum of 1 year of experience in deal desk, sales operations, support, or a business operations role.

• Bachelor's degree in Finance, Business, Economics, or a related field, or equivalent professional experience.

• Strong attention to detail and a systematic approach to managing multiple tasks and deadlines concurrently.

• Excellent written and verbal communication skills; comfortable engaging with Sales teams and cross-functional stakeholders.

• Willingness to learn SaaS commercial concepts, including pricing, deal structures, and contract fundamentals.

• Proficiency in Microsoft Excel and Google Sheets.

• A degree in Business, Finance, or a related field, or comparable work experience.

• Familiarity with SaaS or FinTech environments is advantageous.

• Experience with complex Product and Pricing structures is beneficial.

• Understanding of quote-to-cash processes.

• Background in supporting Sales Organizations, Operations, Revenue Accounting, or Invoicing.

• Competence in intermediate Excel, GSuite, and SFDC skills, including data and file management.

• Must be eligible for full-time employment in the US.

• Employment sponsorship is not available.

🏝️ Benefits

• Remote-first work environment.

• Unlimited paid time off.

• 401(k) plan with employer matching.

• A diverse and inclusive workplace.

• Commitment to equal employment opportunities.