Want to know if this job is worth applying to?
United States
Remote only
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Deal Desk Analyst based in United States.
The Senior Deal Desk Analyst will own the deal desk and order management process, supporting commercial transactions from initial quote through final booking. Working within the Finance organization, you will serve as a key advisor to Sales and Account Management on deal structures, pricing, quoting, and approvals. You will collaborate closely with Revenue Operations, Legal, and Accounting to ensure transactions align with commercial policies while meeting customer needs. The role combines hands-on deal execution with analytical work to identify trends, strengthen pricing decisions, and improve operational efficiency. As part of a lean team, you will have meaningful ownership of core processes while taking on projects that support broader go-to-market and financial analysis. Your work will help commercial teams scale effectively and bring valuable technology solutions to more schools and districts.
Deal Desk and Order Management: Own the end-to-end deal desk process, serving as the primary point of contact for Sales and Account Management on deal structure, pricing, quoting, and approvals across new business, expansion, and renewal opportunities.
Deal Structuring and Review: Structure, review, and process transactions in accordance with established commercial standards, with particular attention to non-standard requests involving discounts, payment terms, and multi-year agreements. Balance customer requirements with pricing guidelines and commercial policies.
Documentation and Controls: Maintain accurate sources of truth for deal requirements, sales templates, and approval matrices to improve consistency and reliability across the sales process.
Transaction Accuracy: Review closed deals, amendments, and cancellations in Salesforce to confirm completeness and accuracy, supporting efficient downstream processing by billing teams.
Cross-Functional Collaboration: Partner with Revenue Operations on Salesforce, CPQ, and operational considerations; Finance on pricing and discounting; and Legal on non-standard contractual terms, ensuring decisions are aligned with the appropriate approval authorities.
Stakeholder Relationships: Build trusted relationships across Sales, Account Management, Finance, Revenue Operations, Legal, and other teams, becoming a go-to resource for commercial processes and deal execution.
Data Analysis and Insights: Analyze deal data to identify patterns in discounting, deal structures, and approval activity, providing insights that support better pricing decisions and commercial policy.
Process Improvement: Identify opportunities to automate or simplify workflows, improve deal turnaround times and accuracy, and reduce operational friction as the business scales.
Sales Enablement: Develop process documentation and enablement materials, and support Sales training on deal desk procedures and best practices to improve self-sufficiency and consistent execution.
Additional Projects: Take ownership of new projects and responsibilities as assigned, contributing to broader go-to-market and financial analysis initiatives.
At least 4 years of experience in Deal Desk, Sales Operations, Revenue Operations, Finance, Sales Support, or a related analytical or commercial role.
Strong analytical and problem-solving abilities, with the capacity to assess transaction details while understanding their wider business and financial implications.
Working knowledge of SaaS metrics and commercial concepts, including Annual Recurring Revenue (ARR), bookings, recurring revenue, and discounting.
Exceptional attention to detail and a consistent commitment to accuracy in transaction review and processing.
Excellent communication and interpersonal skills, with the ability to collaborate effectively across Sales, Finance, Revenue Operations, Legal, and other functions.
Strong organizational and prioritization skills, including the ability to manage multiple transactions and competing deadlines in a fast-paced environment.
Comfort working with business systems and sales technology platforms.
Required experience with Salesforce; familiarity with Configure, Price, Quote (CPQ) systems is strongly preferred.
A background in Finance or Financial Planning and Analysis (FP&A) is an advantage.
Adaptability and initiative, with the ability to take ownership in a lean team environment and contribute to evolving processes.
Base Salary: $89,000–$131,000.
Additional Compensation: Eligibility for annual bonuses or commission awards and equity awards.
Retirement: 401(k) plan with employer matching contributions.
Healthcare Coverage: Health, dental, vision, and life insurance.
Disability Coverage: Short-term and long-term disability insurance.
Flexible Spending: Health care and dependent care flexible spending accounts.
Wellness: Wellness reimbursement.
Remote Work Support: Work-from-home reimbursement and a company-issued laptop.
Time Off: Flexible vacation policy.
Family Support: Parental leave program.
Additional Benefits: Region-specific health and welfare benefits as part of the overall rewards package.
