Deal Desk Analyst
Core
Provide real-time support to the sales team to structure, approve, and execute deals efficiently while ensuring compliance with pricing, discounting, and contract policies.
Role type
Deal Desk Analyst
Builds
Structured, compliant sales quotes and contracts for B2B SaaS deals
Domain
B2B SaaS Sales Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Deal execution and approval, Salesforce, CPQ (Configure, Price, Quote), pricing models, discounting strategies, revenue recognition principles (ASC 606), process improvement, data analysis
Preferred skills
High-growth B2B SaaS environment experience, subscription-based pricing knowledge, financial modeling
Technologies
Salesforce, CPQ
Responsibilities
Partner with sales reps to assess, structure, and approve quotes; manage end-to-end quote-to-close process; review deal terms for compliance; identify process bottlenecks and drive efficiency improvements; collaborate with cross-functional teams to resolve deal roadblocks; monitor sales pipeline and deal velocity to provide data-driven insights; develop dashboards and reports for executive leadership
Seniority
Mid-level, hands-on IC
