Sr. Deal Desk Analyst
Core
Support deal structuring, pricing, and contract coordination across the quote-to-cash process for U.S. banks and credit unions.
Role type
Senior IC deal desk analyst
Builds
Accurate, compliant commercial deals and proposals for financial institutions
Domain
Fintech / SaaS sales operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Deal structuring, pricing policy compliance, Salesforce (SFDC) intelligence, CPQ tools, data discrepancy analysis, cross-functional collaboration, process documentation
Preferred skills
SaaS pricing models, quote-to-cash processes, financial analysis, Excel/GSuite proficiency
Technologies
Salesforce, CPQ, Excel, GSuite
Responsibilities
Review and process high-volume complex commercial deals; evaluate discounting and non-standard terms; partner with Account Executives to structure deals; manage order forms and proposal packages; resolve deal blockers; maintain SFDC and CPQ records; support escalated deal reviews; contribute to team documentation and reporting.
Seniority
Senior, hands-on IC
