Deal Desk Analyst
Core
Structure profitable and compliant transactions, manage order forms and contracts, and safeguard revenue for a global SaaS observability platform.
Role type
Senior Finance Operations Analyst (Deal Desk)
Builds
Order forms, legal agreements, and customer purchase orders for a SaaS observability platform
Domain
SaaS / Observability / High-tech
Required skills
Finance/Operations experience, order entry, Salesforce, MS Excel/Google Sheets, contract compliance, revenue recognition, data quality management
Preferred skills
Salesforce CPQ, Gemini AI, autonomous work in fast-paced environments
Technologies
Salesforce, MS Excel, Google Sheets, CPQ
Responsibilities
Cultivate relationships with Finance, Legal, and Support to facilitate deal review and approval; Work with cross-functional teams on complex pricing and commercial terms; Build and review order forms for accuracy and compliance; Prepare and review contracts for revenue recognition compliance; Safeguard and manage data quality in Salesforce for quotes and deals.
Seniority
Mid-level, hands-on IC
