Remotery

Senior Desk Analyst

Posted Jul 14

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

📋 Description

• Manage the processing of deals by accurately creating and overseeing quotes, order forms, and amendments in CPQ, including more intricate and non-standard transactions, while adhering to SLA.

• Facilitate approvals by guiding deals through the approval matrix, monitoring status, and engaging the appropriate approvers to minimize cycle times.

• Serve as a reliable resource for the field by addressing inquiries regarding pricing, packaging, and processes; participate in calls, and provide the Sales team with strategic recommendations on deal structures and best practices.

• Approach each deal with a strategic mindset, ensuring the best outcome by balancing efficiency with sound commercial and process judgment.

• Safeguard data integrity by maintaining deal hygiene and ensuring accurate opportunity and quote information in Salesforce.

• Assist in the closing process by managing order processing and prioritizing tasks effectively during peak times, demonstrating schedule flexibility at month and quarter ends.

• Handle escalations appropriately by managing deals independently while recognizing genuinely complex or ambiguous situations and involving leadership as necessary.

• Suggest enhancements by identifying discrepancies and areas for improvement, and proposing updates to systems and processes.

• Take charge of specific deal desk projects as assigned.

• Collaborate cross-functionally with Legal, Finance, and Sales to facilitate, process, and execute both standard and non-standard deals.

• Provide support for tooling by assisting in the enhancement of our CPQ tool, DealHub, and related workflows.

• Review deal structures, pricing, discounting, and commercial terms to ensure they align with company policies and business objectives.

• Advise Account Executives on innovative deal structures that meet customer needs while aligning with company goals.

• Work closely with Revenue Operations, Finance, Legal, and Sales Leadership to resolve commercial issues and drive deals to successful completion.

• Oversee and manage commercial approval workflows, ensuring timely processing during active sales cycles.

• Identify risks within proposed deal structures and suggest suitable solutions.

• Analyze deal trends, pricing behaviors, and approval metrics to uncover opportunities for operational improvements.

• Assist in designing, documenting, and implementing scalable commercial policies and approval frameworks.

• Mentor junior Deal Desk team members and act as a subject matter expert on commercial processes.

• Support strategic initiatives, system enhancements, and automation projects throughout the quote-to-cash lifecycle.


⛳️ Requirements

• Over 5 years of experience in deal desk, deal strategy, or pricing within the B2B SaaS sector.

• Practical experience in structuring complex, non-standard deals.

• Familiarity with CPQ (Salesforce CPQ / Revenue Cloud, DealHub, or similar) and strong fluency in the quote-to-cash process.

• Strong commercial and financial acumen with the ability to analyze margin, revenue recognition, and associated risks.

• Excellent stakeholder service orientation and clear, well-structured communication skills, capable of advising and influencing across various functions and seniority levels.

• Experience in cross-functional collaboration with Sales, Finance, Legal, and Executive Leadership.

• Detail-oriented, organized, and responsive, comfortable managing high transaction volumes and pressure during period ends.

• Good judgment in determining when to make independent decisions and when to escalate issues.

• Resilient in the face of ambiguity or uncertainty, and adept at working in a fast-paced, hyper-growth environment.

• Proficient in MS Excel/Google Sheets (required).

• Order management experience is an advantage.


🏝️ Benefits

• Flexible working hours

• Professional development opportunities

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