Senior Deal Desk Analyst

Core Responsibilities

• Manage deal workflows across new business, renewals, and expansions from intake through booking, ensuring accuracy, compliance, and timely execution.
• Review pricing, discounting, contract terms, and billing arrangements for alignment with commercial policy, financial objectives, and revenue recognition requirements.
• Administer approval workflows, escalating non-standard transactions and complex deal structures while maintaining visibility into high-priority opportunities.
• Partner with Sales, CS, Finance, Legal, and RevOps to support renewal strategy, retention, expansion, and successful execution of commercial agreements.
• Identify inefficiencies within the quote-to-cash lifecycle and develop scalable, repeatable processes that improve operational consistency and audibility.
• Track Deal Desk and renewal performance metrics, analyze trends, and leverage insights to drive continuous process improvement.
• Evaluate AI-powered tools and automation to streamline quoting, approvals, contract review, and deal analysis while championing a continuous-improvement mindset.

Required Qualifications

• 5+ years of total experience incorporating both Operations and execution; in deal desk, sales operations, Renewals Operations, commercial operations, or a related function in a high-growth B2B SaaS environment.
• Proven track record turning undefined, manual processes into repeatable, scalable and repeatable automated processes.
• Hands-on experience with CPQ tools (DealHub preferred), CRM platforms (HubSpot or Salesforce).
• Strong financial acumen: comfortable with deal modeling, margin analysis, discount governance, and revenue recognition principles.
• Understanding of SaaS revenue retention concepts, including GRR, NRR, renewal forecasting, and the commercial drivers of retention and expansion.
• Experience leveraging AI-powered tools and automation to improve operational efficiency, streamline workflows, and support scalable business processes.
• Ability to communicate complex commercial topics clearly and effectively to a variety of stakeholders, adapting messaging to the needs of different audiences.
• Demonstrates initiative and sound judgment, with the ability to move work forward and make thoughtful decisions in evolving or ambiguous situations.

Preferred Qualifications

• Experience in a high-growth B2B SaaS startup (Series A–C preferred).
• Experience building or scaling Deal Desk, Commercial Operations, or Quote-to-Cash processes.
• Familiarity with SaaS metrics such as ARR, ACV, NRR, GRR, and subscription billing models.
• Experience supporting complex commercial transactions, including enterprise, multi-year, and non-standard deals.
• Advanced proficiency with Excel/Google Sheets and experience with BI/reporting tools.
• Experience with HubSpot, DealHub, or similar CRM and CPQ platforms.
• Experience leveraging AI tools and automation to improve commercial operations and workflow efficiency.
• Bachelor's degree in Business, Finance, Accounting, or a related field (or equivalent experience).