The Challenge
As a Deal Desk Analyst, you support the execution of contract structuring and post-sales changes by following established policies, workflows, and best practices. The challenge is developing judgment and commercial acumen while accurately processing a high volume of requests and knowing when to escalate more complex or non-standard scenarios.
Your Mission
Deal & Contract Support (Execution-Focused)
Assist in structuring and configuring deals under defined guidelines, templates, and approval frameworks.
Support standard deal motions while escalating non-standard terms, pricing, or structures to senior analysts or managers.
Post-Sales & Order Management Support
Process post-sales contractual changes (amendments, re-bills, restructures) for low-to-moderate complexity requests with oversight.
Ensure documentation, approvals, and system updates are completed accurately and on time.
Cross-Functional Collaboration (Guided)
Serve as a first point of operational support for Sales, Legal, Finance, and RevRec inquiries.
Route complex questions appropriately and incorporate feedback to improve accuracy over time.
Systems & Data Integrity
Enter, update, and validate opportunity, quote, and order data in Salesforce and related systems.
Follow established controls to maintain data quality across the Quote-to-Bill lifecycle.
Learning & Continuous Improvement
Build working knowledge of deal desk policies, pricing constructs, and SaaS commercial models.
Identify recurring issues or inefficiencies and flag them to the team for review and improvement.
You Are
A developing professional who thrives with clear direction, repeatable processes, and coaching
Detail-oriented and reliable, with a strong focus on accuracy and compliance
Comfortable asking questions, seeking feedback, and learning from mistakes
Able to manage multiple tasks while meeting defined SLAs and quality standards
Motivated to grow into increased deal complexity and ownership over time
Your Experience Includes
Required
Bachelor's degree in Finance, Business Administration, Accounting, or a related field
2-4 years of experience in Deal Desk, Order Management, Sales Operations, or similar operational roles
Preferred / Nice to Have
Exposure to SaaS, subscription-based business models, or B2B sales environments
Familiarity with Salesforce and/or CPQ tools (training provided)
Basic understanding of quote-to-cash or order management concepts