Deal Desk Analyst
Core
Partner with sales reps to assess, structure, and approve quotes within company guidelines, managing the quote-to-close process to keep deals moving on time.
Role type
Deal Desk Analyst
Builds
Quote-to-close processes and deal approval workflows
Domain
B2B SaaS Sales Operations
Required skills
Deal Desk experience, Salesforce, CPQ, pricing models, discounting strategies, revenue recognition principles, problem-solving
Preferred skills
High-growth B2B SaaS experience, ASC 606, financial modeling
Technologies
Salesforce, CPQ
Responsibilities
Partner with sales reps to assess, structure, and approve quotes; Review deal terms for compliance with pricing, discounting, and legal policies; Work with cross-functional teams to resolve complex deal roadblocks; Identify process bottlenecks and improve efficiency through CPQ configuration and workflow automation; Ensure contract terms comply with company policies and revenue recognition guidelines; Conduct onboarding and ongoing training; Document process best practices; Analyze the sales pipeline, deal velocity, and win rates to recommend improvements and develop dashboards and reports.
Seniority
Individual Contributor
