Deal Desk Analyst

Key Responsibilities

• Manage the quoting process in HubSpot (and future CPQ tools).
• Review and validate deal structures to ensure compliance with pricing and discounting policies.
• Partner with the CRO and Legal on approval workflows and escalate as needed.
• Standardize proposal templates, MSA and Order Form checklists, and routing SLAs.
• Track deal velocity and quote-to-close metrics and share insights with leadership.
• Support channel quoting rules and partner-specific terms.
• Act as the go-to resource for reps needing help with quotes and contracts.
• Provision SaaS licenses post-sale and help drive provisioning automation efforts.
• Manage portal account creation and user role assignments.
• Document and hand off customer environments to CSMs after provisioning.
• Serve as the central point of coordination across cross-functional stakeholders, driving alignment, accountability, and the timely resolution of dependencies to enable successful deal execution.

Required Skills & Qualifications

• 5+ years of experience in a deal desk, sales operations, or revenue operations role at a fast-growing SaaS or tech company.
• A strong understanding of pricing and quoting processes, including CPQ systems.
• A detail-oriented mindset with excellent problem-solving and analytical skills.
• A confident communicator who can collaborate across teams and work with senior stakeholders.
• Experience with HubSpot or similar CRM systems is a plus.
• The ability to handle multiple priorities in a dynamic environment.

What We Offer

• A salary range of USD $107,136-$133,920.
• A wide range of benefits including Medical, dental, and vision insurance, a 401K Plan with 4% Company Match, Life and Disability Programs, Paid Parental Leave, Paid time off and Paid Holidays, Volunteer and Birthday Time off, and a Home Office Allowance.