Deal Desk Analyst

Responsibilities

• Process deals: Create and manage quotes, order forms, and amendments in CPQ accurately and within SLA.
• Route approvals: Drive deals through the approval matrix, tracking status and looping in the right approvers to keep cycle times low.
• Support reps: Act as first point of contact for day-to-day pricing, packaging, and process questions; respond with a service mindset and advise on alternate contract options to drive deal closure.
• Protect data quality: Maintain deal hygiene and accurate opportunity and quote data in Salesforce.
• Support the close: Help manage order processing and prioritize effectively during periods of high volume, with schedule flexibility at month and quarter end.
• Escalate well: Identify complex or non-standard deals early and hand them off cleanly to the senior deal desk.
• Partner cross-functionally: Partner with Legal, Finance, and Sales to facilitate, process, and execute standard and non-standard deals.
• Improve tooling: Help support and improve our CPQ tool, DealHub, and the associated workflows.

Requirements

• 3–4 years in deal desk, sales operations, or order management within B2B SaaS.
• Familiarity with CPQ and quote to cash processes (Salesforce, DealHub, or similar).
• Detail oriented, organized, and responsive; comfortable with high transaction volume and period end pressure.
• Strong stakeholder service mindset and clear, well structured communication.
• Understanding of SaaS business models, subscription based pricing, and revenue recognition principles.
• Not fazed by ambiguity or uncertainty, and comfortable working in a dynamic, hyper growth environment.
• A clear and thoughtful communicator when discussing and sharing sensitive data with a range of business functions.
• Strong MS Excel/Google Sheets skills (required).

Nice-to-Haves

• Experience building processes from the ground up in a startup environment.

Compensation

• Target Annual Compensation: Up to $140,000 salary + 10% bonus + equity