Provide guidance to Sales on deal structuring, pricing configurations, and contract requirements for standard to moderately complex opportunities
Review and process deals in Salesforce and CPQ, ensuring accuracy and compliance with Anaplan policies
Draft, review, and redline contracts including new business, add-ons, and renewals for Cloud Subscription Services
Identify and escalate commercial, legal, or technical risks; propose solutions and recommendations to Deal Managers or leadership
Collaborate with Finance and Legal teams to verify contract terms, pricing accuracy, and revenue recognition compliance
Communicate proactively with Sales and cross-functional partners via Zoom, Slack, and email
explaining policies, providing rationale, and building trusted relationships
Maintain up-to-date knowledge of Anaplan's products, pricing models, and go-to-market strategies
Support deal reviews and forecasting activities by providing deal status updates and analysis
Contribute to process documentation and improvement initiatives; identify inefficiencies and recommend solutions
Handle multiple deals simultaneously while maintaining attention to detail and meeting deadlines

3-5 years professional experience in Deal Desk, Sales Operations, or Commercial Operations within SaaS
Proficiency with Salesforce and CPQ systems required
Strong skills in Excel, contract review, and business writing
Solid understanding of Deal Desk fundamentals: pricing, deal structures, contracting, and order management
Commercial awareness
familiarity with SaaS business models, revenue recognition concepts, and standard legal terms
Independent thinker
able to assess situations, apply judgment, and make recommendations without needing step-by-step instructions
Strong communicator
comfortable presenting ideas in Zoom calls, articulating rationale in Slack/email, and building relationships across teams
Collaborative mindset
able to work effectively with Sales, Finance, Legal, and Product teams; customer-first mentality
Problem-solver
proactively identifies issues, asks clarifying questions, and proposes solutions rather than waiting for direction
Intellectually curious
able to learn Anaplan's products and articulate value propositions to customers
Organized and dependable
manages competing priorities, meets deadlines, and maintains accuracy under pressure

Senior Analyst, Deal Desk

Key skills