We are looking for a Senior Deal Desk Analyst to join our Deal Operations team to drive efficiencies in our quote-to-cash process. This role will work directly with the Sales organization by providing a high level of service with integrity, urgency, and responsiveness. An ideal candidate will have a desire to work in a role that is continuously evolving as our organization grows.
What you will do:
- Quickly learn and master the quoting process within the SFDC CPQ system.
- Conduct the initial triage of quotes submitted to the Deal Desk for review.
- Evaluate deal economics, business terms, operational requirements, and non-standard structuring requests.
- Collaborate closely with the Deal Desk members to manage the Deal Desk queue effectively and efficiently.
- Review assigned quotes in terms of deal financials, pricing, and business risk.
- Provide discount and pricing guidance based on published business policy and guidelines.
- Operate as an escalation point and ensure compliance with published sales and business approval policies.
- Act as liaison with cross-functional business partners to facilitate deal closure.
- Establish productive relationships and collaborate with Legal, Finance, Product, Pricing Sales, and Operations to drive deal accuracy and efficiency.
- Become a subject matter expert on all commercial aspects in deals including pricing, product configuration, and business terms.
- Perform any other duties assigned by the Deal Strategy and Operations Senior Director.
What we are looking for:
- Bachelor’s Degree.
- 3 to 5 years of experience with Sales Ops, Finance and/or Revenue Accounting, Deal Desk, or Sales.
- Familiarity with financial or revenue recognition principles and contracting guidelines.
- Experience in a high volume / multi-transactional environment.
- Proficiency with Salesforce, CPQ, Excel, and Google Sheets.
- Strong attention to detail both in writing and with numbers.
- Strong analytical skills with the ability to interpret data, identify trends, and draw actionable insights.
- Experience with direct SaaS sales ecosystems and sales quoting.
- Excellent oral and written communication skills.
- Effective organizational, multi-tasking, and time management skills.
- Trustworthy with sensitive information.
United States
