Deal Desk Analyst

Overview

This role involves serving as a Deal Desk Analyst within the Finance organization. You will help structure profitable, compliant transactions and maximize the value of products sold, along with the associated revenue. The position requires close collaboration with multiple departments to support approvals, improve sales effectiveness, and continuously enhance deal desk processes.

Responsibilities

• Build and maintain strong working relationships with key business partners (e.g., Finance, Legal, Support) to facilitate the review and approval process.
• Partner with cross-functional teams (e.g., Legal, Finance, Product) on complex pricing and commercial terms, providing options that help Sales address customer objections while maximizing revenue/bookings.
• Build and review order forms of varying complexity to ensure accuracy, including obtaining all required approvals (e.g., discounts and contractual terms) and clearly documenting them in the relevant systems and outside documentation as needed, in line with internal policies.
• Provide ongoing education and training to ensure Sales understands and complies with non-standard deal processes.
• Prepare and review contracts and deal documents (order forms, legal agreements, customer purchase orders, quotes, etc.) to ensure compliance with revenue recognition and Deal Desk policies.
• Safeguard and manage data quality in SFDC for proposed and closed quotes/deals, including (but not limited to) customer entitlements, new deal logos, commission levels, and deal amounts—ensuring transactions adhere to internal revenue recognition policies and operational guidelines.

Requirements

• 2+ years of Finance/Operations experience in a high-tech environment, preferably with order entry experience.
• Bachelor’s Degree in Business or a similar field required.
• Strong communication, organizational, and problem-solving skills.
• High attention to detail.
• Willingness to cover various time zones and work extra hours as needed.
• Demonstrated ability to build strong working relationships with internal business units and across regions.

Preferred Qualifications

• Proficiency with Salesforce and MS Excel / Google Sheets.
• Experience with Salesforce CPQ.
• Ability to work without supervision in a fast-paced high-tech environment.
• Experience using Gemini AI.

Compensation & Benefits

• Estimated Base Pay Range: $80,000—$108,000 USD
• May be eligible for a corporate bonus plan.
• Benefits may include: healthcare, dental, vision, parental leave and planning, and mental health benefits; 401(k) plan and match; 11 paid holidays; volunteer time off; paid time-off; and other competitive benefits.

Location

• Visa sponsorship is not available for this position.

Additional Information

• A criminal background check is required as part of the hiring process.
• Candidates may be evaluated in accordance with applicable law, including consideration of arrest and conviction records based on individual circumstances.
• Certain global locations and roles may require candidates to pass an export compliance assessment as a condition of employment.