Deal Desk Analyst
Core
Own day-to-day deal support, review in-flight order forms for non-standard terms, audit closed-won deals for data accuracy, and build the Deal Desk operating system to enable self-serve processes.
Role type
Senior Deal Desk Analyst (Revenue Operations)
Builds
Deal Desk operating system (runbooks, approval matrices, intake workflows), exception taxonomy, and post-close audit trackers.
Domain
SaaS / B2B Sales / Revenue Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Deal Desk operations, contract review, deal structuring, order management, Salesforce proficiency, systems thinking, process improvement, cross-functional communication, data analysis, CLM tooling
Preferred skills
Experience with Ironclad, DocuSign CLM, Conga, or similar CLM/order form tools
Technologies
Salesforce, Ironclad, DocuSign CLM, Conga
Responsibilities
Review in-flight order forms for non-standard terms and route exceptions; Audit closed-won deals for Salesforce vs. contract data reconciliation gaps; Design and maintain Deal Desk runbooks, approval matrices, and intake workflows; Translate operational pain points into structured input for engineering and RevOps to fix root causes.
Seniority
Mid-Senior, hands-on IC