Support the Sales team through the quoting and approval process, following established pricing, contracting, and approval guidelines
Provide guidance to Sales on standard quoting options and escalation paths under manager or senior analyst direction
Apply sales approval policies consistently and escalate non-standard requests as needed
Assist in accelerating quote cycles by ensuring completeness, accuracy, and timely submission of quotes
Consistently meet departmental SLAs and turnaround time expectations
Ensure accuracy of quote data and required fields in CPQ to reduce downstream errors and rework
Coordinate with cross-functional partners (Legal, Credit Control, Revenue Recognition, Order Operations) to support deal progression and closure
Follow internal bookings policies, order documentation requirements, and sales compensation considerations
Participate in process improvement initiatives and ongoing training to build Deal Desk expertise

1–2 years of experience in Deal Desk, Sales Operations, Finance Operations, Order Management, or a related role within a B2B SaaS or Enterprise Software environment
Exposure to Salesforce CPQ or another CPQ tool preferred
Demonstrated ability to collaborate with Sales and cross-functional partners
Strong organizational skills with high attention to detail
Ability to manage multiple priorities in a high-volume environment; flexibility during End of Month and End of Quarter
Strong written and verbal communication skills; open to feedback and continuous learning
Foundational understanding of revenue recognition concepts, sales contracts, SOX controls, and risk awareness in deal structures
Basic understanding of software licensing and SaaS provisioning processes

Deal Desk Analyst

Key skills