Deal Desk Analyst

About the role

We're hiring a Deal Desk Analyst to join our Revenue Operations organization. This role is crucial for turning quotes, order forms, and approvals around quickly and accurately, and supporting our Sales reps, CSMs, and RMs.

Responsibilities

• Process deals by creating and managing quotes, order forms, and amendments in CPQ accurately and within SLA.
• Drive deals through the approval matrix, tracking status and looping in the right approvers to keep cycle times low.
• 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.
• Maintain deal hygiene and accurate opportunity and quote data in Salesforce.
• Help manage order processing and prioritize effectively during periods of high volume, with schedule flexibility at month and quarter end.
• Escalate complex or non-standard deals to senior members of the team.
• Partner cross-functionally with Legal, Finance, and Sales to facilitate, process, and execute standard and non-standard deals.
• Support the improvement of our CPQ tool, DealHub, and the associated workflows.

Requirements

• 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).
• Strong stakeholder service mindset and clear, well structured communication.
• Understanding of SaaS business models, subscription based pricing, and revenue recognition principles.
• Comfortable with ambiguity or uncertainty, and comfortable working in a dynamic, hyper growth environment.
• Clear and thoughtful communicator when discussing and sharing sensitive data with a range of business functions.
• Strong MS Excel/Google Sheets skills (required).

Qualifications

• Highly detail oriented, organized, and responsive; comfortable with high transaction volume and period end pressure.
• Excellent communicator both verbally and in writing.
• Experience with SaaS business models, subscription based pricing, and revenue recognition principles.
• Ability to work independently and as part of a team.

Skills

• CPQ and quote to cash processes.
• MS Excel/Google Sheets proficiency.
• Customer service mindset.
• Ability to handle ambiguity and uncertainty.
• Effective communication skills.

Benefits

• Up to $140,000 OTE, comprised of a competitive base salary, target bonus, and equity.
• Flexible work schedule based in the Pacific time zone.
• Remote work option.

Pay

• Up to $140,000 OTE, comprised of a competitive base salary, target bonus, and equity.

Schedule

• Remote work option.