Deal Desk Operations Analyst

The Deal Operations Analyst supports the end-to-end deal lifecycle by partnering with Sales Revenue Operations Finance and Legal to ensure customer deals are accurately structured policy-compliant and executed efficiently. This role serves as a key point of support for non-standard deals order booking and approval workflows helping balance deal velocity with revenue accuracy and risk management.

This is a hands-on cross-functional individual contributor role focused on operational excellence and scalable processes.

Key Responsibilities

Deal Desk Support

• Review and support standard and non-standard sales deals including pricing discounting and key commercial terms
• Ensure deals align with internal approval pricing and revenue policies
• Provide guidance to Sales on deal structure required approvals and next steps
• Prepare and route deal approvals through established workflows

Order Management & Deal Execution

• Own order booking accuracy from closed-won through order submission
• Validate orders for completeness accuracy and policy compliance prior to booking
• Coordinate handoffs with Billing Finance and Customer Success
• Support corrections and amendments for post-close changes

Cross-Functional Collaboration

• Partner closely with Sales Finance Legal and RevOps to move deals forward
• Coordinate contract review inputs and track approval status
• Serve as a subject matter expert for deal and order processes

Process & Systems

• Maintain deal documentation approvals and audit trails within CRM and CPQ tools
• Support deal workflows in systems such as Salesforce and CPQ platforms
• Identify process gaps and inefficiencies; recommend improvements to enhance deal velocity and accuracy
• Contribute to sales enablement content and deal desk guidance

Reporting & Insights

• Track deal volume approval turnaround times and exception trends
• Surface patterns related to discounting deal complexity or booking errors
• Provide validated deal and contract inputs used for ARR churn and price uplift reporting.
• Support Revenue Operations and Finance in investigating variances or anomalies in revenue reporting.
• Ensure deallevel changes are accurately reflected for reporting and analysis purposes.

Qualifications

Required

• 25 years of experience in Deal Desk Deal Operations Revenue Operations Sales Operations or related roles
• Bachelors degree in finance Accounting Business or related field
• Strong attention to detail and operational rigor
• Experience supporting sales deals in a B2B environment
• Ability to manage multiple deals simultaneously under deadlines
• Strong communication skills and comfort partnering cross-functionally

Preferred

• Experience in B2B SaaS or subscription-based business models
• Familiarity with CRM and CPQ tools (e.g. Salesforce Ironclad)
• Basic understanding of pricing discounts and revenue impact
• Exposure to order-to-cash or revenue recognition concepts (high-level)
• Enables scalable repeatable deal execution as the business grows

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