Senior Deal Desk Analyst

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

📋 Description

• Review and manage a substantial volume of intricate commercial agreements.

• Confirm that proposals are precise, adhere to pricing policies, and are commercially viable.

• Assess deal requests for discounts, non-standard terms, and necessary approvals.

• Direct deals for approval in accordance with the established deal approval matrix.

• Collaborate with Account Executives and Sales Managers to structure agreements.

• Request, oversee, and evaluate order forms, quotes, and proposal packages prior to customer delivery.

• Identify and address deal obstacles while ensuring SLA responsiveness and promoting deal velocity.

• Maintain accurate records in Salesforce and CPQ, highlighting any discrepancies between SFDC and contracts.

• Assist Senior Analysts and the Director with escalated or complex deal evaluations.

• Coordinate with Finance, Legal, Accounting, and Product teams.

• Contribute to team documentation, process guides, FAQs, and policy revisions.

• Aid in period-end reporting and perform ad hoc analyses on deal trends, approval rates, and discount metrics.

• Complete additional projects and deadline-driven tasks as assigned.

⛳️ Requirements

• Minimum of 4 years of experience in deal desk, sales operations, finance, or related business operations roles.

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

• Strong understanding of SaaS pricing, quoting, and contract processes.

• Experience with Salesforce and CPQ or other quoting tools.

• Exceptional attention to detail and accuracy in data management.

• Ability to analyze data and identify inconsistencies.

• Effective communication skills for collaboration across functions.

• Capability to manage multiple tasks and navigate uncertain deal scenarios.

• Eagerness to learn about complex product and pricing structures.

• Experience in SaaS or other financial technology sectors.

• Knowledge of SaaS Sales and Contracting operations.

• Familiarity with quote-to-cash processes.

• Exposure to financial analysis or deal profitability concepts.

• Experience in supporting reporting and data analysis.

• Intermediate to advanced skills in Excel, GSuite, and SFDC.

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

• Employer is unable to provide employment sponsorship at this time.

🏝️ Benefits

• Remote-first work environment.

• Unlimited paid time off.

• 401(k) plan with employer matching.