Deal Desk Operations Analyst

Responsibilities

• Administer and maintain the CPQ platform, including the product catalog, pricing, quote templates, approval rules, and integrations.
• Manage daily Deal Desk operations, including quote creation, pricing validation, approval routing, product configuration, and exception management.
• Translate pricing, packaging, product, and policy changes into scalable system configurations and workflows.
• Maintain data integrity across CPQ, CRM, and billing systems, ensuring quoted, booked, and invoiced values align.
• Build operational and executive reporting for KPIs, cycle time, SLA performance, exceptions, quote accuracy, renewals, and retention.
• Support renewal and expansion operations through accurate data, forecasting inputs, and repeatable processes.
• Partner with Sales, Finance, Legal, Revenue Operations, Product, Engineering, and Customer Success to resolve issues and advance deals.
• Maintain process documentation and enablement materials for accurate sales and customer-success transactions.
• Implement automation and AI-powered tools to improve quoting, approvals, data validation, reporting, and operational efficiency.

Requirements

• 3+ years of experience in Deal Desk, Sales Operations, Renewals Operations, Revenue Operations, or a related B2B SaaS function.
• Experience managing quoting, pricing validation, approval routing, product configuration, and commercial exceptions.
• Hands-on experience with CPQ platforms, preferably DealHub, and CRM systems such as HubSpot or Salesforce.
• Strong analytical and financial skills, including deal modeling, KPI reporting, margin analysis, discount governance, and revenue recognition principles.
• Knowledge of SaaS retention metrics, including gross revenue retention, net revenue retention, renewal forecasting, retention, and expansion.
• Ability to analyze data and transform manual processes into scalable, automated workflows.
• Strong communication and cross-functional partnership skills, with the ability to manage competing priorities and make sound decisions in ambiguous situations.

Compensation & Benefits

• Salary range: $110,000–$150,000 USD.
• Competitive salary and equity.
• 401(k) program with employer matching.
• Health, dental, vision, and life insurance.
• Short-term and long-term disability.
• Commuter benefits for in-office employees.
• Autonomous work environment.
• Workplace setup reimbursement.
• Telecommuting stipend.
• Flexible time off and holidays.
• Quarterly team gatherings.
• In-office perks for in-office employees.