Deal Desk Operations Analyst
Core
Bridge between commercial strategy and operational execution, ensuring pricing, packaging, products, approvals, and commercial policies are accurately translated into scalable business processes, systems, and workflows.
Role type
Deal Desk Operations Analyst
Builds
Scalable business processes, systems, and workflows for the quote-to-cash lifecycle
Domain
B2B SaaS, Legal Technology
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Deal Desk operations, CPQ platform administration, pricing validation, approval routing, product configuration, commercial exception management, deal modeling, KPI reporting, margin analysis, discount governance, revenue recognition principles, SaaS retention metrics, process automation
Preferred skills
AI tool implementation, cross-functional partnership, data analysis, process documentation
Technologies
CPQ platforms (DealHub), CRM systems (HubSpot, Salesforce)
Responsibilities
Administer and maintain the CPQ platform (product catalog, pricing, quote templates, approval rules, integrations); Manage daily Deal Desk operations (quote creation, pricing validation, approval routing, product configuration, exception management); Translate pricing and policy changes into scalable system configurations; Maintain data integrity across CPQ, CRM, and billing systems; Build operational and executive reporting for KPIs, cycle time, SLA performance, and quote accuracy; Support renewal and expansion operations with accurate data and forecasting; Partner with Sales, Finance, Legal, RevOps, Product, Engineering, and Customer Success to resolve issues; Implement automation and AI-powered tools to improve quoting and operational efficiency
Seniority
Mid-level, hands-on IC
