Deal Desk Analyst (6 Month Fixed-Term)
Manages complex quoting, Quote-to-Cash queue triage, and deal workflow improvements across Sales, Customer Success, Finance, and Legal. Requires at least five years of Deal Desk, Sales Operations, or Revenue Operations experience and advanced Salesforce CPQ expertise.
About the job
Responsibilities
- Manage end-to-end quoting for new business, renewals, and complex amendments using Salesforce CPQ.
- Own the Salesforce and Zendesk queue, managing intake, triage, and escalation of Quote-to-Cash requests within defined SLAs.
- Partner with Finance and Legal to navigate non-standard terms and resolve system inefficiencies.
- Standardize deal workflows and systemize escalation processes within Salesforce to improve operational transparency.
- Ensure deals adhere to established price books, discount thresholds, and financial compliance standards.
Requirements
- At least 5 years of experience in Deal Desk, Sales Operations, or Revenue Operations, including hands-on ownership of quoting for complex deal structures.
- Advanced proficiency in Salesforce CPQ or a similar tool, including configuring products, bundles, price rules, and troubleshooting quote logic.
- Ability to balance sales velocity with revenue integrity and pricing and compliance guardrails.
- Clear communication skills for articulating complex commercial concepts across Sales, Customer Success, Finance, Legal, and technical teams.
- Detail-oriented experience managing high-volume queues in fast-paced SaaS environments.
- Authorized to work in the United States; the company is not sponsoring U.S. employment visas for this role.
Nice-to-haves
- Experience or interest in AI-driven tools or automation agents for streamlining Deal Desk workflows and queue management.
Compensation and Benefits
- Expected hourly rate: $53.37–$67.31.
- Eligible for equity and benefits including medical, dental, and vision coverage; flexible spending accounts; mental health and wellness support; paid parental leave; life and disability insurance; a 401(k) with company matching of up to 4% of eligible annual compensation; paid vacation, holidays, and sick leave; additional company-wide paid days off; learning and development support; professional membership dues; hybrid work; home internet reimbursement; desk setup stipend; catered lunches; snacks; and company events.
Skills
Salesforce Cpq, Salesforce, Zendesk, Quote-To-Cash, Revenue Operations, Sales Operations, Deal Desk, Price Books, Pricing Rules, Queue Management, SaaS, AI Automation
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