Lead, Deal Desk Analyst

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

📋 Description

• Oversee the assessment, structuring, and coordination of approvals for intricate, high-value, and non-standard agreements.

• Offer mentorship, deal assessments, and daily guidance to IC1 and IC2 team members.

• Act as the main contact for enterprise and strategic accounts that require tailored pricing, contract arrangements, or commercial terms.

• Collaborate with the Director to develop and enhance deal desk processes, playbooks, and templates.

• Work alongside the Legal team on complex contract negotiations, redlines, and non-standard terms.

• Analyze deal economics, including margin effects, payment terms, multi-year discounts, and revenue recognition considerations.

• Maintain and enhance the deal approval matrix.

• Collaborate with Finance on forecasting, end-of-period deal management, and timelines for deal closures.

• Represent the Deal Desk in cross-departmental initiatives like product launches, pricing adjustments, and go-to-market strategies.

• Identify systemic issues related to deal quality or policy gaps and recommend solutions.

⛳️ Requirements

• 6+ years of experience in deal desk, sales operations, finance, or similar roles within a fast-growing SaaS company.

• Experience in FinTech is advantageous.

• A Bachelor’s degree in Finance, Business, Economics, or a related field is preferred, or equivalent professional experience.

• Advanced proficiency in deal structuring, pricing strategies, ELA’s, and contract processes.

• Expertise in Salesforce CPQ and related tools.

• Strong understanding of revenue recognition principles and capability to identify ASC 606 risks in deal structures.

• Capacity to engage credibly and provide constructive feedback to senior Sales stakeholders.

• Comprehensive knowledge of the quote-to-cash lifecycle and its dependencies.

• Effective skills in stakeholder management and cross-functional influence.

• Ability to work independently in complex and ambiguous situations.

• Strong problem-solving abilities combined with sound business judgment.

• Experience in SaaS, FinTech, or other high-growth environments.

• Proven ability to mentor colleagues and lead by example in a team setting.

• Familiarity with revenue recognition and the financial implications of deal structures.

• Experience with automation or workflow optimization tools.

• Background in leading cross-functional initiatives or system implementations.

• Candidates must be authorized to work in the US for full-time employment.

🏝️ Benefits

• Remote-first working environment.

• Unlimited paid time off.

• 401(k) plan with employer matching.

• Commitment to a diverse and inclusive workplace.

• A fun and engaging company culture.