Deal Desk Specialist
Core
Drive analysis of transactions, accuracy, and strategic decision-making across bookings, revenue, and deal structuring to serve as a key partner to Sales, Revenue Operations, and Go-To-Market Strategy teams.
Role type
Senior strategic finance professional (deal desk)
Builds
Sales forecasts, revenue/cash flow models, and deal profitability analyses
Domain
AI infrastructure / High-growth technology
Deliverable
dashboards & analysis
Required skills
Deal structuring, sales forecasting, financial modeling, Excel/Google Sheets (macros, pivot tables), data visualization, CRM/BI tool proficiency, cross-functional collaboration
Preferred skills
Experience in high-growth GTM environments, strategic planning for new product launches
Technologies
Salesforce, NetSuite, Tableau, Google Slides, PPT
Responsibilities
Lead reporting on key sales drivers (renewals, expansions, cohort behavior); Own and refine sales forecasts; Model and structure complex or non-standard deals; Deliver financial analysis and strategic recommendations to executives
Seniority
Senior, hands-on IC (via careerplan.io/jobs/43-001-44-E6D-deal-desk-specialist)
