Process deals. Create and manage quotes, order forms, and amendments in CPQ accurately and within SLA.
Route approvals. Drive deals through the approval matrix, tracking status and looping in the right approvers to keep cycle times low.
Support reps. Be the first point of contact for day to day pricing, packaging, and process questions, responding with a service mindset and advising on alternate contract options to drive deal closure.
Protect data quality. Maintain deal hygiene and accurate opportunity and quote data in Salesforce.
Support the close. Help manage order processing and prioritize effectively during periods of high volume, with schedule flexibility at month and quarter end.
Escalate well. Identify complex or non standard deals early and hand them off cleanly to the senior deal desk.
Partner cross-functionally. Partner with Legal, Finance, and Sales to facilitate, process, and execute standard and non-standard deals.
Improve tooling. Help support and improve our CPQ tool, DealHub, and the associated workflows.

3–4 years in deal desk, sales operations, or order management within B2B SaaS.
Familiarity with CPQ and quote to cash processes (Salesforce, DealHub, or similar).
Detail oriented, organized, and responsive; comfortable with high transaction volume and period end pressure.
Strong stakeholder service mindset and clear, well structured communication.
Understanding of SaaS business models, subscription based pricing, and revenue recognition principles.
Not fazed by ambiguity or uncertainty, and comfortable working in a dynamic, hyper growth environment.
A clear and thoughtful communicator when discussing and sharing sensitive data with a range of business functions.
Strong MS Excel/Google Sheets skills (required).

Deal Desk Analyst

Key skills