We are looking for a Deal Desk Analyst to join our Deal Operations team to drive efficiencies in our quote to cash process.
Work directly with the Sales organization by providing a high level of service with integrity, urgency, and responsiveness.
Quickly learn and master the quoting process within the Salesforce & CPQ system.
Conduct the initial triage of quotes submitted to Deal Desk for review. Evaluate deal economics, business terms, operational requirements and non-standard structuring requests.
Collaborate closely with the Deal Desk members to effectively and efficiently manage the Deal Desk queue.
Review assigned quotes in terms of deal financials, pricing and business risk.
Provide discount and pricing guidance based upon published business policy and guidelines.
Operate as an escalation point and ensure compliance with published sales and business approval policies.
Act as liaison with cross-functional business partners to facilitate deal closure.
Establish productive relationships and collaborate with Legal, Finance, Product, Pricing Sales and Operations to drive deal accuracy and efficiency.
Become a subject matter expert on all commercial aspects in deals including pricing, product configuration and business terms.
Perform any other duties assigned by the Deal Strategy and Operations Senior Director

Bachelor’s Degree
1 to 2+ years of experience with Sales Ops, Finance and/or Revenue Accounting, Deal Desk, or Sales
Familiarity with financial or revenue recognition principles and contracting guidelines.
Experience in a high volume / multi transactional environment. Proficiency with Salesforce, CPQ and Excel and Google Sheets
Strong attention to detail both in writing and with numbers.
Strong analytical skills with the ability to interpret data, identify trends, and draw actionable insights.
Experience with direct SaaS sales ecosystems and sales quoting
Excellent oral and written communications skills
Effective organizational, multi-tasking and time management skills
Trustworthy with sensitive information

Deal Desk Analyst

Key skills