Supports Deal Desk velocity through financial modeling, reporting, workflow automation, and commercial-system operations. The role partners with Finance, Sales, Legal, Product, and Operations and requires strong analytical skills, advanced spreadsheet modeling, and at least three years of relevant experience.
97k – 142k/yr
Remote5+ YOERevenue Operations
About the role
Responsibilities
Explore and develop AI tools to modernize Deal Desk workflows.
Automate internal tooling through functional testing, bug remediation, and system-result oversight.
Troubleshoot bugs, maintain documentation, and execute roadmap work for deal model support.
Manage Renewals Reporting and gather data for pricing and discounting insights.
Support the operationalization of the Global Discount Catalog strategy.
Partner with Product and Finance to improve cost data and serve as the first point of contact for day-to-day cost-data hygiene.
Incorporate specialized deal modeling, including resell financial models, into Deal Desk workflows.
Maintain dashboards tracking deal velocity, bottleneck stages, and discount trends by sales segment.
Create and update enablement resources and Deal Playbooks for global sales teams.
Partner with SFDC and CPQ teams to track enhancements and system updates, including basic configurations and new-product integration.
Requirements
Bachelor's or associate's degree plus at least 3 years of experience in Corporate Finance, FP&A, Strategic Finance, Commercial Finance, or an analytical GTM/Deal Desk role. Without a degree, at least 5 years of relevant analytical experience is required.
Demonstrated analytical and financial skills, including knowledge of core financial concepts and the ability to explain financial tradeoffs clearly.
Advanced Excel or Google Sheets skills, including financial models, logic formulas, and scenario analyses.
Knowledge of online sales or document-management tools such as Salesforce, Tableau, CLM, and JIRA.
Nice-to-Haves
Experience operationalizing discount and commercial strategies in CPQ, SFDC, or Airtable.
Experience using AI technologies to modernize workflows.
Familiarity with managing internal and external partnerships.
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