Deal Operations Analyst
Manages sales deal operations including quote creation, approvals, order processing, and bookings in Salesforce. Collaborates with sales, finance, and legal teams on complex deals, ensuring accuracy and compliance in a fast-paced, onsite environment.
What You’ll Do
- Create Quotes and Order Forms for sales deals
- Review Quote approval requests and approve qualified Quotes
- Process bookings review of customer orders. Assist in the complete order cycle, ensure quality and efficiency through the entire process
- Support of internal and external customers in regard to order booking and order tracking
- Address escalation for exception handling regarding booking requests
- Research discrepancies regarding ARR calculations
- Assist Deal Operations and Sales with non-standard, custom, and/or complex deal structures to provide accurate quotes and order forms to match the intent of the deal
- Coordinate with internal teams to facilitate the order process, achieve joint goals, and solve problems related to order processing. These teams include finance, legal, renewals, collections, and others
- Accurately enter deal information into Salesforce
- Process Salesforce transaction data review for post close audits
- Special projects related to order processing and general Deal Operations process improvements
About You
- Flexibility to work additional nights and weekends for month and quarter-end, as needed. This is not a standard 9-5 job, it is based on what the business needs.
- Experience with Quote to Cash in Salesforce CPQ Tool required
- Experience with Ironclad preferred, or another CLM like Conga, etc.
- Experience with back-office operations as well as strong knowledge of order processing
- Experience with cross functional collaboration with Finance and Legal for the deal making process
- Ability to learn internal business technology, applications, and solutions quickly
- Strong working knowledge in Salesforce, Microsoft Excel, Google Suite
- Willing to work in a highly demanding and results-oriented team environment
- Extremely detail oriented and effective organizational skills. Meticulous in your attention to detail and take pride in ensuring that your work is accurate and thoughtful in nature.
- Strong problem solving skills and ability to root cause issues
- Excellent communication skills in knowing how develop partnership to effectively convey the needs of the sales team and customer to the appropriate stakeholder
- Highly organized in the ability to juggle many competing priorities and strive to support each with equal attention to detail and quick turn-around.
- Strong sense of accountability
- Kindness and consideration in your approach when interacting with peers, partners and customers
The reasonably estimated base salary for this role ranges from $85,000 - $140,000, plus a competitive equity package. Actual compensation is based on the candidate's skills, qualifications, and experience.
Engineer 3, Business Systems
Design, build, and support Salesforce CPQ solutions for product modeling, pricing, quoting, approvals, and integrations with ERP/billing systems. Requires 6+ years Salesforce development experience and CPQ Specialist + Platform Developer certifications.
Sales Operations Specialist
Supports the full sales organization (SDRs, AEs, CAMs, SEs) by resolving issues, optimizing workflows, maintaining data integrity, and collaborating with Finance, Legal, and Engineering. Requires 5+ years in sales ops, Salesforce, and billing experience.
Strategy & Execution AI Specialist
Design and deploy AI-assisted workflows to automate GTM planning processes including territory assignment, quota modeling, and headcount tracking. Requires 2-4 years in RevOps/SalesOps or technical strategy, strong Python/SQL skills, and an AI-native builder mindset.