Deal Desk Analyst
Core
Support deal pricing, documentation, quote creation, and contract coordination across the quote-to-cash process for SaaS deals.
Role type
Junior IC deal desk analyst
Builds
Accurate deal packages, quotes, and contracts for sales teams
Domain
SaaS / Fintech
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Deal pricing, quote-to-cash processes, Salesforce/CPQ, Microsoft Excel/Google Sheets, contract administration, data gathering, report generation
Preferred skills
SaaS or FinTech exposure, complex product and pricing structures, Revenue Accounting support
Responsibilities
Process and validate standard deal requests including quoting and pricing configuration; Review incoming deal submissions for completeness and policy compliance; Support senior analysts on complex deal packages including data gathering and document preparation; Serve as the first point of contact for standard Sales inquiries related to quote building and pricing; Maintain deal records and documentation across CRM and CPQ systems; Generate routine deal desk reports and dashboards tracking queue volume and turnaround times
Seniority
Junior, moderate independence
