Senior Deal Desk Analyst

Overview

This role supports the deal desk and order management process from quote through booking. Working within the Finance organization, you will serve as the primary resource for Sales on deal structure, pricing, quoting, and approvals. The position partners cross-functionally with RevOps, Legal, and Accounting to build scalable processes and best practices that support growth without slowing the sales cycle.

Responsibilities

• Own the deal desk and order management process.
• Serve as the primary point of contact for Sales and Account Management on deal structure, pricing, quoting, and approvals across:
  • New business
  • Expansion
  • Renewal opportunities
• Structure, review, and process deals based on established commercial standards, with special attention to non-standard requests (e.g., discounts, payment terms, multi-year structures), balancing customer needs with pricing and commercial policies.
• Maintain sources of truth for deal requirements, sales templates, and approval matrices to improve accuracy and consistency across the sales motion.
• Review closed deals, amendments, and cancellations for completeness and accuracy within Salesforce to enable streamlined processing by billing teams.

Cross-Functional Partnerships

• Partner with RevOps on Salesforce, CPQ, and operational implications.
• Partner with Finance on pricing and discounting.
• Partner with Legal on non-standard terms to ensure decisions align with the appropriate approval authority.
• Build trusted relationships across functions and act as a go-to resource for commercial processes to support a smooth path from deal development through close.

Continuous Improvement

• Analyze deal data to identify trends in discounting, structures, and approval patterns, and use insights to improve pricing decisions and commercial policy.
• Identify opportunities to automate or simplify processes, improve deal turnaround time and accuracy, and reduce operational friction.
• Develop enablement materials and support Sales training on deal desk processes and best practices to increase Sales self-sufficiency and drive consistent execution.

Requirements

• 4+ years of experience in Deal Desk, Sales Operations, Revenue Operations, Finance, Sales Support, or a related analytical/commercial role.
• Strong analytical and problem-solving skills, with the ability to understand deal details and broader business implications.
• Working knowledge of SaaS metrics and commercial concepts, including ARR, bookings, recurring revenue, and discounting.
• Exceptional attention to detail and a high standard for accuracy.
• Excellent communication skills and ability to work effectively with stakeholders across Sales, Finance, RevOps, Legal, and other functions.
• Strong organizational skills; ability to manage multiple transactions and priorities simultaneously in a fast-paced environment.
• Comfort working with business systems; experience with Salesforce required and CPQ is strongly preferred.

Preferred Qualifications

• Finance or FP&A background.

Compensation & Benefits

• Base salary range: $89,000 - $131,000.
• Total rewards may include annual bonuses or commission awards, equity awards, and other region-specific health and welfare benefits.

Additional benefits offered:

• 401K with an employer match
• Health, dental, vision, life insurance, and short-term and long-term disability coverage
• Flexible spending account for health care and dependent care
• Wellness Reimbursement
• Work from Home Reimbursement
• Flexible vacation policy
• Parental leave program
• Company Issued Laptop