Own the deal desk ticketing and intake process for new deals, changes, and exception requests.
Triage requests quickly, confirm required information, and route approvals based on policy.
Maintain SLAs and communicate clear timelines, status updates, and next steps to Sales stakeholders.
Prepare, validate, and deliver quotes and proposals using CPQ tools or standardized templates.
Review pricing, discounts, bundles, and terms for accuracy and compliance with commercial policy.
Ensure quotes reflect current packaging rules and do not create downstream delivery, billing, or contracting issues.
Manage discounting and exception workflows using approval matrices and pricing policy guardrails.
Validate CRM accuracy against quote outputs, order forms, and billing requirements.
Operate and support deal desk tools such as CPQ, proposal platforms, e-signature systems, and workflow automation tools.
Track deal desk performance metrics such as turnaround time, SLA compliance, approval volumes, discount levels, and error rates.
Train Sales teams on submission standards, quoting rules, and approval workflows so adoption is consistent.

2 to 5 years of experience in deal desk, sales operations, revenue operations, commercial operations, or related roles.
Hands-on experience with CRM and quoting workflows in Salesforce, HubSpot, or similar platforms.
Strong attention to detail and comfort reviewing pricing tables, order forms, statements of work, and commercial terms.
Strong communication skills and a service-oriented mindset in fast-paced, deadline-driven environments.
Advanced spreadsheet skills in Excel or Google Sheets.
Ability to enforce policy consistently while maintaining strong stakeholder relationships.
Strong process discipline, including documenting workflows, maintaining SLAs, and improving systems over time.
Comfortable using AI tools to improve productivity, quality of work, and day-to-day execution.
Willingness to learn emerging AI workflows and use AI responsibly to improve performance, accuracy, and execution quality.

Deal Desk Analyst

Key skills