Deal Desk Analyst
Core
Support sales reps in structuring pricing, building quotes, and moving contracts through approval to close deals without margin erosion.
Role type
Junior Deal Desk Analyst (Sales Operations)
Builds
Sales contracts, pricing quotes, and booking records for financial institutions and fintechs
Domain
Fintech / Financial Services / SaaS
Required skills
Salesforce CPQ, Salesforce (Opportunities/Quotes/Reports), Excel, Google Sheets, Deal Desk/Revenue Operations experience, Contract Lifecycle Management (CLM) basics, SaaS metrics (ARR/CARR), ASC 606 basics
Preferred skills
Ironclad, SQL, CRM quoting tool testing, B2B SaaS experience
Technologies
Salesforce CPQ, Ironclad, Salesforce, Excel, Google Sheets
Responsibilities
Build and review quotes from Salesforce CPQ through Ironclad workflow; manage approval queues with Legal and Accounting; triage incoming requests and route to appropriate teams; manage first-pass pricing using calculators; partner with admins to improve CPQ workflows; review closed-won contracts for booking accuracy; pull weekly reporting on deal metrics; maintain process documentation.
Seniority
Junior, hands-on IC
