Deal Desk Analyst

This is a fully remote position, open to applicants in Florida, +3 more states.

📋 Description

• Act as a trusted advisor for Sales and COS teams regarding deal strategies, pricing advice, margin optimization, and commercial negotiations.

• Assess sales opportunities to identify risks, pricing pressure, margin enhancement prospects, and alternative solution configurations.

• Create and utilize pricing models, benchmark analyses, and business insights to provide data-driven pricing recommendations.

• Review unique deal scenarios, challenge existing assumptions, and propose innovative solutions that balance profitability, competitiveness, customer expectations, and long-term account value.

• Collaborate with Sales, COS, Finance, Vendor Management, and leadership teams to formulate pricing strategies that align with growth and margin objectives.

• Analyze historical transaction data, customer buying patterns, vendor pricing, and market benchmarks.

• Assist in reporting and analysis for strategic pricing investments, margin exceptions, and sanctioned low-margin opportunities.

• Engage in process enhancements, pricing optimization, reporting improvements, automation, and operational efficiency initiatives.

• Spot continuous improvement opportunities and work with stakeholders on practical, scalable solutions.

⛳️ Requirements

• Excellent analytical, critical thinking, and problem-solving abilities.

• Intermediate to advanced Excel proficiency, including handling large datasets, formulas, pivot tables, lookups, and financial analysis.

• Experience in analyzing dynamic pricing environments or complex commercial situations.

• Capability to synthesize extensive data into clear, actionable recommendations.

• Strong business acumen in deal economics, customer behavior, competitive dynamics, and pricing implications.

• Ability to challenge assumptions and discover non-obvious opportunities.

• Effective communication and interpersonal skills to influence stakeholders and articulate recommendations.

• Proficiency in managing multiple priorities in a fast-paced, deadline-oriented environment.

• Knowledge of pricing strategies, margin management, discounting practices, and commercial financial impacts.

• Bachelor’s degree in Finance, Business, Economics, Data Analytics, Data Science, Mathematics, or a related field (preferred qualification).

• Over 2 years of experience in pricing strategy, Deal Desk, financial analysis, FP&A, data analytics, consulting, client services, sales operations, or similar business functions (preferred qualification).

• Familiarity with Salesforce or other CRM platforms.

• Experience with Power BI, Tableau, SQL, Python, or other reporting and analytics tools.

• Background in developing pricing models, financial models, dashboards, or executive-level reporting.

• Experience in supporting sales organizations or customer-facing commercial environments.

• Background in technology, cybersecurity, software, SaaS, services, or channel/reseller businesses.

🏝️ Benefits

• Work/life balance.

• Access to professional training resources.

• Volunteer opportunities.

• The “Optiv Chips In” program encourages employees to volunteer and engage with their teams and communities.

• The necessary ability and technology to work productively from home (where applicable).

• Inclusive Employee Resource Groups.

• Opportunities for creative problem-solving and tackling unique, complex projects.