Deal Desk Analyst- Remote (US Only)

Key Responsibilities

Deal Intake Review & CrossFunctional Alignment

• Serve as the first point of contact for deal requests ensuring complete inputs and clear requirements.
• Lead crossfunctional deal reviews with Sales Finance Legal and RevOps.
• Maintain accurate deal documentation approval context and followthrough across the lifecycle.

Deal Structuring SaaS Mechanics & Risk Assessment

• Partner with Sales early to shape pricing strategy and commercial structure.
• Support partner and channel deal structures aligned with program rules and margin expectations.
• Advise on SaaS deal mechanics including multiyear terms ramps coterms migrations and consolidations.
• Evaluate commercial risk precedent and downstream operational impact to recommend balanced deal structures.
• Support product restack/remix initiatives to align legacy offers with our unified SaaS portfolio.

Commercial Terms Pricing Governance & Approvals

• Review pricing discounting contract terms billing cadence and escalators.
• Partner with Finance and Legal to assess commercial and contractual risk.
• Ensure deal structures align with financial metrics (ACV ARR MRR TCV) and revenue recognition policies.
• Manage approval workflows and escalate complex deals with clear analysis and recommendations.

Policy Compliance & Exception Management

• Enforce pricing policies approval matrices and commercial guardrails.
• Ensure nonstandard deals follow documented exception processes.
• Identify recurring exceptions and partner with RevOps to improve policies workflows and systems.

Seller Enablement & Negotiation Support

• Act as a trusted advisor to sellers on pricing strategy packaging and commercial positioning.
• Guide tradeoffs and concessions while protecting company interests.
• Help sellers understand whats approvable what requires escalation and how to structure deals efficiently.

Customer & Financial Insight

• Use CRM contract pricing and financial data to inform deal decisions.
• Apply understanding of customer lifecycle across acquisition expansion and renewal.
• Ensure CRM/CPQ data accuracy to support reporting audit readiness and downstream processes.

Quote Creation & CPQ Execution

• Build configure and validate quotes for new business renewals expansions and complex deal scenarios.
• Partner with sellers on product configuration pricing and commercial terms.
• Troubleshoot CPQ issues and ensure outputs reflect approved pricing and entitlements.
• Collaborate with RevOps/Systems to enhance CPQ rules templates and automation.

Booking Readiness & Operational Excellence

• Prepare complete compliant booking packages and ensure smooth handoff to Order Management and Billing.
• Validate quote accuracy to reduce downstream corrections.
• Provide increased support during monthend and quarterend close.
• Track and analyze Deal Desk KPIs to drive continuous improvement.
• Contribute to scalable quotetocash processes tools and governance.

Qualifications :

Required Qualifications

• Strong judgment and ability to make sound decisions in ambiguous or nonstandard deal scenarios
• Strong Excel / spreadsheet skills including financial analysis and deal modeling to support pricing discounting and deal evaluation
• Ability to interpret commercial contract language (e.g. order forms amendments pricing exhibits) and identify deviations from standard terms
• Hands on experience creating and supporting quotes in a CPQ environment (Salesforce CPQ or similar strongly preferred)
• Strong understanding of SaaS/subscription pricing discounting and commercial constructs
• Comfort working with deal data reports and KPIs to identify trends risks and opportunities for improvement
• Ability to manage multiple concurrent deals in a fast paced deadline driven environment
• High attention to detail with strong analytical organizational and communication skills
• Experience working across CRM CPQ and adjacent quotetocash systems (e.g. billing CLM order management
• Ability to operate independently in a scaling environment

Education & Experience

• Bachelors degree or equivalent experience

• 25 years of experience in Deal Desk Sales Operations Revenue Operations Pricing Finance Contracts or Order Management within a B2B SaaS or software environment

Work Environment

Remote

Negligible Travel

Remote Work :

Yes

Employment Type :

Full-time