Sr. Strategy & Operations Analyst, Deal Desk
Core
Senior analyst supporting sales and deal desk velocity by managing operational tools, financial models, and performance dashboards.
Role type
Senior Strategy & Operations Analyst (Deal Desk)
Builds
Global deal model, key performance dashboards, Deal Playbooks, and AI workflow integrations for the Deal Desk.
Domain
SaaS / Communications / Financial Operations
Deliverable
production ML models | dashboards & analysis | client delivery
Required skills
Corporate Finance, Financial Planning & Analysis (FP&A), Strategic Finance, Advanced Excel/Google Sheets, Financial Modeling, Salesforce, Tableau, JIRA, Data Analysis
Preferred skills
CPQ, Airtable, AI technologies, Partnership Management
Responsibilities
Develop new AI tools to modernize Deal Desk workflows; Facilitate automation of internal tooling via functional testing and bug remediation; Manage Renewals Reporting and pricing/discounting insights; Operationalize the Global Discount Catalog strategy; Partner with Product/Finance to establish cleaner cost data; Incorporate specialized deal modeling (e.g., resell financial models); Maintain dashboards tracking deal velocity and discount trends; Create and update Deal Playbooks for Global Sales Teams; Partner with SFDC and CPQ teams to track enhancements and system updates.
Seniority
Senior, hands-on IC
