Jobs · Finance · California

Deal Desk Analyst

Tines · California, 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).

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