Deal Desk Analyst II
Job Location:
Dallas, TX - USA
Monthly Salary:
Posted on:
Vacancies:
Job Summary
Duties/Responsibilities
- Partner with sales finance and legal teams to structure and validate deal proposals.
- Monitor deal performance and provide insights and recommendations for improvement.
- Develop and deliver training materials in collaboration with Sales Operations to educate sales teams on deal desk processes and best practices.
- Analyze reports on deal metrics pipeline trends and sales performance to support informed decision-making.
- Ensure compliance with company policies in all deal-related activities.
- Act as a sales-facing expert on deal structuring processes and policies.
- Drive operational consistency by leveraging CPQ and related systems.
- Support ad-hoc projects and initiatives to enhance deal desk operations.
Essential Functions
- Structure validate and monitor deal proposals in collaboration with cross-functional teams.
- Analyze deal metrics and provide actionable insights to support informed decision-making by sales and finance teams.
- Act as the primary point of contact for sales teams regarding deal processes and policies.
- Develop and deliver training materials and guidance to ensure consistency in deal desk operations.
- Ability to prioritize tasks effectively by meeting deadlines and managing workload efficiently.
- Maintain professional interaction with internal and external stakeholders
- Ability to work in a fast-paced and high-stress environment
Minimum Qualifications/Skills
- Strong analytical skills with the ability to interpret complex data and provide actionable recommendations.
- Excellent communication and interpersonal skills with a focus on collaboration and problem-solving.
- Proficiency in Microsoft Excel and other data analysis tools.
- Knowledge of deal structuring pricing strategies and CPQ tools.
Education and Experience Requirements
Bachelors degree in Business Finance Accounting or a related field.
2 years of experience in a deal desk sales operations or financial analysis role.
AI & Operational Fluency
AI Integration: Utilize company-approved GenAI tools to accelerate high-value deliverables.
Strategic Oversight: Exercise critical judgment as the Human-in-the-Loop by auditing AI outputs for factual accuracy brand alignment and the removal of hallucinations.
Data Governance: Ensures no proprietary or Personally Identifiable Information (PII) data is exposed to unauthorized models.
Prompt Competency: Demonstrates the ability to craft clear context-rich prompts to achieve consistent high-quality results across various business domains.
Required Experience:
IC
About Company
Entrata property management software connects all of your property data and processes, allowing you to create better experiences for everyone. Better property management software.
