CareerPlan

Deal Desk Analyst (6 Month Fixed-Term)

Oakland, CAFull-time2026-08-12 → 2026-11-11
HybridNo visa sponsorship

Core

Eliminate quoting backlogs and drive high-volume, complex deal execution by managing end-to-end quoting and queue triage as a strategic bridge between Sales, Customer Success, Finance, and Legal.

Role type

Deal Desk Analyst (Fixed-Term)

Builds

Scalable, reliable, and compliant deal structures for new business, renewals, and complex amendments.

Domain

SaaS / Legal Tech / Revenue Operations

Required skills

Deal Desk or Sales Operations experience, Salesforce CPQ proficiency, complex deal structure ownership, queue management, cross-functional partnership, financial compliance adherence

Preferred skills

AI-driven tools or automation agents experience

Technologies

Salesforce CPQ, Salesforce, Zendesk

Responsibilities

Manage end-to-end quoting for new business, renewals, and complex amendments; Own Salesforce and Zendesk queue for Quote-to-Cash requests; Partner with Finance and Legal on non-standard terms; Standardize deal workflows and escalation processes; Ensure deals adhere to price books and discount thresholds

Seniority

Mid-Senior, hands-on IC