Deal Management Analyst

San Diego, CA - USA

Monthly Salary: Not Disclosed

Posted on: 15 days ago

Vacancies: 1 Vacancy

Job Summary

At ClickUp were not just building software. Were architecting the future of work! In a world overwhelmed by work sprawl we saw a better way. Thats why we created the first truly converged AI workspace unifying tasks docs chat calendar and enterprise search all supercharged by context-driven AI empowering millions of teams to break free from silos reclaim their time and unlock new levels of productivity. At ClickUp youll have the opportunity to learn use and pioneer AI in ways that shape not only our product but the future of work itself. Join us and be part of a bold innovative team thats redefining whats possible!

The Deal Management Analyst is responsible for supporting the end-to-end deal process ensuring accuracy compliance and efficiency in deal execution. This role partners closely with Sales Finance and Legal to facilitate deal approvals resolve operational issues and drive process improvements. The analyst is expected to work independently especially during regional coverage gaps and contribute to strategic initiatives such as automation and training.

Candidates based in San Diego Ca preferred. Will consider candidates located in PST or MST only. Must be able to work PST hours.

Key Responsibilities:

Review validate and process sales deals ensuring compliance with company policies and pricing guidelines.
Serve as a subject matter expert for deal desk processes providing guidance to sales reps and other stakeholders.
Identify and resolve workflow issues including approval resets and system errors escalating as needed.
Collaborate with cross-functional teams (Sales Finance Legal Order Ops) to streamline deal execution and implement process improvements.
Participate in and lead training sessions for new hires and sales teams sharing best practices and troubleshooting common issues.
Contribute to automation and AI initiatives to enhance operational efficiency.
Provide coverage for global deal desk operations including flexible scheduling to support regional needs (e.g. APAC EMEA).
Mentor and support junior team members fostering a collaborative and knowledge-sharing environment.

Qualifications:

2 years of experience in deal desk sales revenue operations sales operations or a related field.
Strong analytical and problem-solving skills; ability to work independently and manage multiple priorities.
Excellent communication and collaboration skills; experience working with global teams is a plus.
Familiarity with sales systems (e.g. Salesforce Ironclad) and workflow automation tools.
High attention to detail and commitment to process compliance.
Adaptability and willingness to challenge the status quo for continuous improvement.

Growth Opportunities:

Potential to advance into leadership roles as the team and company expand globally.
Opportunity to influence strategic projects and process enhancements.

Salary and Benefits

At ClickUp we believe in transparency and fairness in compensation. The range displayed reflects the minimum and maximum target salaries for the position across all US locations. Please note that the actual compensation for this position may vary and is dependent on factors such as geographic location interview performance years of experience education level and specific skills. We encourage candidates to discuss compensation expectations during the interview process to ensure alignment with their qualifications and our companys compensation philosophy.

This position is eligible for the following benefits and perks:

Equity
401k
Health Dental and Vision insurance
Spending accounts
Life & Disability
Paid parental leave
Flexible paid time off
Enhanced employee assistance program
Employee wellness stipend
Professional development stipend

USA Salary Range (OTE)

$60000$78500 USD

Unsure if you meet all the qualifications of this job description but are deeply excited about the role We hire based on ambition grit and a passion for improving the way people work. If you think ClickUp is the company for you we encourage you to apply!

At ClickUp we assess every candidate based on the potential impact they can have. We hire the best people for the job and support each persons journey to build their boldest career.

ClickUp is an Equal Opportunity Employer and qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity or national origin.

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Required Experience: