Deal Desk Analyst
Tines · Washington, United States · 1 mo ago
Finance$140k/yrFull-time
What You Will Be Doing
- Process deals.
- Create and manage quotes, order forms, and amendments in CPQ accurately and within SLA.
- Route approvals. Drive deals through the approval matrix, tracking status and looping in the right approvers to keep cycle times low.
- Support reps. Be the first point of contact for day to day pricing, packaging, and process questions, responding with a service mindset and advising on alternate contract options to drive deal closure.
- Protect data quality. Maintain deal hygiene and accurate opportunity and quote data in Salesforce.
- Support the close. Help manage order processing and prioritize effectively during periods of high volume, with schedule flexibility at month and quarter end.
- Escalate well. Identify complex or non-standard deals early and hand them off cleanly to the senior deal desk.
- Partner cross-functionally. Partner with Legal, Finance, and Sales to facilitate, process, and execute standard and non-standard deals.
- Improve tooling. Help support and improve our CPQ tool, DealHub, and the associated workflows.
What You Bring With You
- 3–4 years in deal desk, sales operations, or order management within B2B SaaS.
- Familiarity with CPQ and quote to cash processes (Salesforce, DealHub, or similar).
- Detail oriented, organized, and responsive; comfortable with high transaction volume and period end pressure.
- Strong stakeholder service mindset and clear, well structured communication.
- Understanding of SaaS business models, subscription based pricing, and revenue recognition principles.
- Not fazed by ambiguity or uncertainty, and comfortable working in a dynamic, hyper growth environment.
- A clear and thoughtful communicator when discussing and sharing sensitive data with a range of business functions.
- Strong MS Excel/Google Sheets skills (required).