Deal Desk Analyst
Core
You are the commercial engine room for Sales and CRM teams, ensuring negotiated deals are accurately configured, priced, and approved before execution.
Role type
Senior IC Deal Desk Analyst (Commercial Operations)
Builds
Accurate fee proposals, order documents, and quotes in CPQ/Salesforce
Domain
Financial services / Fund administration / SaaS B2B
Required skills
CPQ configuration, pricing and margin calculation, commercial governance routing, data integrity management, complex deal structuring, Salesforce proficiency, Excel, stakeholder communication
Preferred skills
Process mapping, case management systems, UAT, Salesforce enhancement initiatives, Workday integration
Technologies
Salesforce CPQ, Salesforce, Excel, Workday
Responsibilities
Configure quotes and proposals in CPQ, produce fee proposal and order documents, calculate and validate pricing and margin, route deals through governance and approvals, act as first point of contact for Sales on commercial mechanics, maintain commercial data integrity in CPQ and Salesforce
Seniority
Mid-Senior, hands-on IC
