Deal Operations Analyst
Core
Support the deal cycle by creating quotes and order forms, processing bookings, and ensuring compliance with company policies for sales deals.
Role type
Deal Operations Analyst
Builds
Accurate quotes, order forms, and booking records for sales deals
Domain
SaaS / API Platform / Revenue Operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Salesforce CPQ, order processing, cross-functional collaboration, data entry, discrepancy research, complex deal structuring
Preferred skills
Ironclad or Congna (CLM), back-office operations
Technologies
Salesforce, Microsoft Excel, Google Suite
Responsibilities
Create quotes and order forms for sales deals, Review and approve qualified quote requests, Process bookings review of customer orders, Support internal and external customers with order tracking, Address escalations for exception handling regarding booking requests, Accurately enter deal information into Salesforce
Seniority
Individual Contributor, operational support
