Support annual planning (territories, coverage, segmentation) and build reporting for pipeline health, deal trends, and sales performance.
Audit and maintain data integrity across Salesforce and related systems, partnering with Business Systems, Finance, and other teams for operational alignment.
Own day-to-day order management, including quote review, approvals, and accurate booking execution in compliance with internal policies.
Partner with Sales to structure deals efficiently and act as the primary escalation point for complex or non-standard deals to unblock and move them forward.
Manage intake and prioritization of deal desk requests, ensuring timely turnaround and adherence to SLAs.
Enforce compliance with bookings policy and Rules of Engagement (ROE), identifying and flagging risks in deal structure, approvals, and data quality.
Identify inefficiencies across deal desk and quote-to-cash workflows, driving scalable process improvements and partnering with Business Systems on system enhancements.
Support Sales teams with proactive reporting for QBRs, pipeline reviews, forecast calls, and provide simplified dashboards for sales leadership.

5+ years of experience in Revenue Operations, Sales Operations, or Deal Desk in a SaaS or high-growth environment.
Proven ownership of end-to-end quote-to-cash processes, including deal structuring, pricing/discounting, approvals, and order management.
Strong proficiency in Salesforce (or similar CRM), Excel, and reporting tools.
Strong analytical skills with the ability to translate data into actionable insights on pipeline, forecasting, and performance.
Solid understanding of SaaS metrics (e.g., ACV/ARR, pipeline coverage, conversion) and sales processes.

Senior Revenue Operations, Deal Desk Analyst

Key skills