Senior Deal Desk Analyst

Responsibilities

• Serve as a trusted advisor to the Growth, Enterprise, and Strategic Sales teams on deal construction and negotiation of complex transactions.
• Own and manage a book of business, working closely with Sales leaders to support, guide, and track high-value deal negotiations.
• Review proposed deals, provide feedback/coaching, ensure accuracy/compliance with published policies, and approve, reject, or escalate deals as needed using sound business judgment.
• Review commercial redlines and draft terms as needed to help close deals.
• Enforce established processes to ensure data integrity and consistency across closed opportunities.
• Ensure contracts and supporting documents are fully executed and uploaded to the contract management system.
• Become a subject matter expert in the CPQ tool; support its configuration and functionality.
• Train new Account Executives on opportunity creation and bookings processes.
• Coordinate information flow across Sales, Professional Services, Legal, Finance, and RevOps to facilitate seamless deal execution.
• Ensure the deal review and approval processes follow company policies and compliance standards.
• Contribute to the development and implementation of deal desk policies, processes, and procedures.
• Foster strong cross-functional relationships to streamline and support the deal process.
• Explore, pilot, and champion the use of Agentic AI tools to streamline deal review, contract analysis, approval routing, and cross-functional coordination.

Requirements

• 5–10+ years of experience in the Software/SaaS industry, with exposure to Deal Desk, Finance, or Revenue Operations.
• Ability to comprehend and draft contractual business terms and conditions.
• Proven ability to manage high deal volume and tight deadlines, especially during quarter-end.
• Familiarity with SaaS metrics, including Annual Recurring Revenue (ARR).
• Analytical, self-motivated, and confident in making data-informed decisions.
• Excellent verbal and written communication skills with a collaborative, solution-oriented mindset.
• Strong attention to detail and accuracy.
• Experience using CRMs (e.g., Salesforce) and quoting tools.
• Proficiency with Microsoft Excel.
• Demonstrated curiosity or hands-on experience with AI tools; whether that's using LLMs to accelerate contract review, exploring workflow automation, or simply staying ahead of how AI is reshaping enterprise operations.

Nice-to-Haves

• Bachelor’s degree in Business, Economics, Finance, Law, or a related field.
• Knowledge of software revenue recognition is a plus.

Compensation & Benefits

• Target pay ranges based on Geographic Zones for Level 4:
  • Zone 1 (San Francisco/Bay Area, NYC Metropolitan Area, Boston, Seattle): $121,000 - $167,000
  • Zone 2 (Irvine, LA, Monterey, Santa Barbara, Santa Rosa, Austin, Portland, Philadelphia, Chicago): $109,000 - $150,000
  • Zone 3 (All other US locations): $103,000 - $142,000
• Restricted Stock Units (RSUs), health, vision, and dental insurance, and mental health benefits in addition to salary.