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 / Cloud Storage / Strategic Finance
Deliverable
dashboards & analysis
Required skills
Deal structuring, sales forecasting, financial modeling, profitability analysis, Excel/Google Sheets (macros, VBA, pivot tables), CRM/BI tools, cross-functional collaboration
Preferred skills
Experience in high-growth GTM environments, strategic planning for 3-5 year horizons
Technologies
Salesforce, NetSuite, Tableau, Google Slides, PPT
Responsibilities
Lead reporting on key sales drivers (renewals, expansions, cohort behavior, deal profitability); Own and refine sales forecasts aligned with RevOps; Model and structure complex or non-standard deals; Evaluate deal-level profitability and financial implications; Deliver strategic financial recommendations to executive stakeholders.
