Deal Desk Analyst
Core
Ensuring quotes and contracts adhere to company standards while increasing deal velocity for a global sales organization.
Role type
Deal Desk Analyst
Builds
Data infrastructure layer (pipelines, transformation, analytics) for enterprise customers
Domain
SaaS / B2B Data Infrastructure
Deliverable
client delivery
Required skills
Salesforce CPQ, high-volume transaction management, SaaS/B2B industry experience, complex business process navigation, attention to detail, Deal Desk/Sales Operations/Order Management experience
Preferred skills
Ironclad (CLM), independent work in fast-paced environments
Technologies
Salesforce CPQ, Ironclad, Google Workspace, Slack, Notion
Responsibilities
Manage quote and contract approval workflows, provide guidance to Account Executives on quoting, own Salesforce Case resolution for quoting/pricing/contracting, maintain SLA on approvals, perform month/quarter-end closing activities, participate in training for new processes, identify process improvements, cross-train for global coverage, act as liaison between sales, ops, finance, product, and legal
Seniority
Individual Contributor