Senior Desk Analyst

Role Overview

• Process deals. Create and manage quotes, order forms, and amendments in CPQ accurately and within SLA, including more complex and non-standard deals.
• Route approvals. Drive deals through the approval matrix, tracking status and looping in the right approvers to keep cycle times low.
• Advise the field. Be a trusted point of contact for pricing, packaging, and process questions; hop on calls, and provide the Sales team with recommendations on deal structure and guidance on best practices.
• Think strategically. Work through the right outcome for each deal, balancing speed with sound commercial and process judgment.
• 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. Manage deals independently, while recognizing genuinely complex or ambiguous situations early and looping in leadership when needed.
• Recommend improvements. Identify discrepancies and areas for improvement, and recommend system and process updates.
• Own projects. Take ownership of specific deal desk projects as assigned.
• Partner cross-functionally. Partner with Legal, Finance, and Sales to facilitate, process, and execute standard and non-standard deals.
• Support tooling. Help support and improve our CPQ tool, DealHub, and the associated workflows.
• Review deal structures, pricing, discounting, and commercial terms to ensure alignment with company policies and business objectives.
• Advise Account Executives on creative deal structures that balance customer needs with company goals.
• Partner closely with Revenue Operations, Finance, Legal, and Sales Leadership to resolve commercial issues and drive deals to completion.
• Own and manage commercial approval workflows while ensuring timely turnaround during active sales cycles.
• Identify risks within proposed deal structures and recommend appropriate solutions.
• Analyze deal trends, pricing behavior, and approval metrics to identify opportunities for operational improvements.
• Help design, document, and implement scalable commercial policies and approval frameworks.
• Mentor junior Deal Desk team members and serve as a subject matter expert on commercial processes
• Support strategic initiatives, systems enhancements, and automation projects across the quote to cash lifecycle.

Requirements

• 5+ years in deal desk, deal strategy, or pricing within B2B SaaS.
• Hands on experience structuring complex, non-standard deals; experience with consumption / usage based deal structures is a strong plus.
• CPQ experience (Salesforce CPQ / Revenue Cloud, DealHub, or similar) and strong quote to cash fluency.
• Strong commercial and financial acumen and the ability to reason about margin, revenue recognition, and risk.
• Strong stakeholder service mindset and clear, well structured communication, with the ability to advise and influence across functions and levels of seniority.
• Experience partnering cross functionally with Sales, Finance, Legal, and Executive Leadership.
• Detail oriented, organized, and responsive; comfortable with high transaction volume and period end pressure.
• Sound judgment on when to decide independently and when to escalate.
• Not fazed by ambiguity or uncertainty, and comfortable working in a dynamic, hyper growth environment.
• Strong MS Excel/Google Sheets skills (required).
• Order management experience is a plus.

Tech Stack

• Cloud

Benefits

• Up to a $190,000 salary
• 10% bonus
• equity