Deal Desk Operations Analyst

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

📋 Description

• Act as a liaison between commercial strategy and operational execution throughout the quote-to-cash process.

• Assist in the administration and maintenance of the CPQ platform, encompassing the product catalog, pricing, quote templates, approval rules, and integrations.

• Oversee daily Deal Desk operations, which include quote generation, pricing validation, approval routing, product configuration, and exception management.

• Convert pricing, packaging, product, and policy modifications into scalable system configurations and workflows.

• Ensure data integrity across CPQ, CRM, and billing systems, confirming that quoted, booked, and invoiced amounts are consistent.

• Develop operational and executive reporting on KPIs, cycle time, SLA performance, exceptions, quote accuracy, renewals, and retention.

• Facilitate renewal and expansion operations through precise data, forecasting inputs, and repeatable processes.

• Collaborate with Sales, Finance, Legal, Revenue Operations, Product, Engineering, and Customer Success to address issues and progress deals.

• Keep process documentation and enablement materials updated for Sales and Customer Success.

• Implement automation and AI-driven tools to enhance quoting, approvals, data validation, reporting, and operational efficiency.

⛳️ Requirements

• A minimum of three years of experience in Deal Desk, Sales Operations, Renewals Operations, Revenue Operations, or a similar B2B SaaS role.

• Experience in managing quoting, pricing validation, approval routing, product configuration, and commercial exceptions.

• Practical experience with CPQ platforms, preferably DealHub, and CRM systems like HubSpot or Salesforce.

• Strong analytical and financial acumen, including deal modeling, KPI reporting, margin analysis, discount governance, and revenue recognition principles.

• Familiarity with SaaS retention metrics, such as gross revenue retention, net revenue retention, renewal forecasting, retention, and expansion.

• Demonstrated ability to analyze data and convert manual processes into scalable, automated workflows.

• Excellent communication and cross-functional partnership skills, with the capability to manage competing priorities and make informed decisions in uncertain situations.

🏝️ Benefits

• Competitive Salary & Equity

• 401(k) Program with Employer Matching

• Health, Dental, Vision and Life Insurance

• Short Term and Long Term Disability

• Commuter Benefits (in office employees only)

• Autonomous Work Environment

• Workplace Setup Reimbursement

• Telecomm Stipend

• Flexible Time Off (FTO) + Holidays

• Quarterly Team Gatherings

• In office Perks (in office employees only)