Deal Desk Analyst
Core
Trusted advisor at the intersection of Sales, Finance, Legal, and Accounting to manage deal approvals, structure complex software transactions, and ensure scalable business growth.
Role type
Senior Deal Desk Analyst (Sales Operations/Finance)
Builds
Enterprise software deals and order lifecycle processes
Domain
SaaS / Cloud Infrastructure / Software Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
complex deal structuring, quote-to-cash processes, contract lifecycle management, order form review, sales order queue management, process improvement analysis, training delivery, revenue recognition compliance
Preferred skills
Salesforce proficiency, CLM tool proficiency, CPQ tool proficiency
Responsibilities
Manage first-line approvals for the deal approval process, including complex deal structuring and accelerating deal closures. Review Order Forms for accuracy, pricing, and compliance. Manage the queue and approval process for sales orders, escalating as required. Analyze and report on transaction trends, efficiency metrics, and areas for improving efficiency. Deliver relevant training to new and existing salespeople on Deal Desk processes and order procedures. Ensure adherence to and compliance with policies and procedures around revenue recognition and operational guidelines.
Seniority
Mid-Senior, hands-on IC