Deal Desk Analyst
Core
A proactive commercial partner to the sales organization, advising on order structuring, pricing strategy, and discount requests while ensuring data integrity and financial accuracy for sales orders and contract amendments.
Role type
Mid-level Deal Desk Analyst (Revenue Operations)
Builds
Accurate sales order processing, compliant contract amendments, and reliable commercial data for pipeline reviews
Domain
SaaS / Financial Services / Revenue Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Order management, revenue operations, sales administration, revenue recognition principles, billing processes, financial compliance, Salesforce proficiency, Microsoft Office (Excel, Outlook, Word), data analysis, process documentation
Preferred skills
SaaS industry experience, coaching junior team members, cross-functional collaboration
Technologies
Salesforce, Microsoft Office suite (Excel, Outlook, Word)
Responsibilities
Process and review sales orders and contract amendments for accuracy and compliance; Collaborate with sales, finance, and legal teams to resolve order discrepancies; Analyze order structures for alignment with financial guidelines; Maintain and update order audit dashboards; Verify contract amendments, billing changes, and collection notices; Support the contract activation process with accurate data entry; Provide guidance to sales on order processing best practices; Assist in developing process documentation and internal guidelines; Coach and mentor junior team members; Participate in cross-functional initiatives to enhance order management processes
Seniority
Mid-level, hands-on IC
