Deal Desk Operations Analyst

The Deal Operations Analyst supports the end-to-end deal lifecycle by partnering with Sales, Revenue Operations, Finance, and Legal to ensure customer deals are accurately structured, policy-compliant, and executed efficiently. This role serves as a key point of support for non-standard deals, order booking, and approval workflows, helping balance deal velocity with revenue accuracy and risk management.

This is a hands-on, cross-functional individual contributor role focused on operational excellence and scalable processes.

Key Responsibilities

Deal Desk Support

• Review and support standard and non-standard sales deals, including pricing, discounting, and key commercial terms
• Ensure deals align with internal approval, pricing, and revenue policies
• Provide guidance to Sales on deal structure, required approvals, and next steps
• Prepare and route deal approvals through established workflows

Order Management & Deal Execution

• Own order booking accuracy from closed-won through order submission
• Validate orders for completeness, accuracy, and policy compliance prior to booking
• Coordinate handoffs with Billing, Finance, and Customer Success
• Support corrections and amendments for post-close changes

Cross-Functional Collaboration

• Partner closely with Sales, Finance, Legal, and RevOps to move deals forward
• Coordinate contract review inputs and track approval status
• Serve as a subject matter expert for deal and order processes

Process & Systems

• Maintain deal documentation, approvals, and audit trails within CRM and CPQ tools
• Support deal workflows in systems such as Salesforce and CPQ platforms
• Identify process gaps and inefficiencies; recommend improvements to enhance deal velocity and accuracy
• Contribute to sales enablement content and deal desk guidance

Reporting & Insights

• Track deal volume, approval turnaround times, and exception trends
• Surface patterns related to discounting, deal complexity, or booking errors
• Provide validated deal and contract inputs used for ARR, churn, and price uplift reporting.
• Support Revenue Operations and Finance in investigating variances or anomalies in revenue reporting.
• Ensure deal‑level changes are accurately reflected for reporting and analysis purposes.

Qualifications

Required

• 2–5+ years of experience in Deal Desk, Deal Operations, Revenue Operations, Sales Operations, or related roles
• Bachelor’s degree in finance, Accounting, Business, or related field
• Strong attention to detail and operational rigor
• Experience supporting sales deals in a B2B environment
• Ability to manage multiple deals simultaneously under deadlines
• Strong communication skills and comfort partnering cross-functionally

Preferred

• Experience in B2B SaaS or subscription-based business models
• Familiarity with CRM and CPQ tools (e.g., Salesforce, Ironclad)
• Basic understanding of pricing, discounts, and revenue impact
• Exposure to order-to-cash or revenue recognition concepts (high-level)
• Enables scalable, repeatable deal execution as the business grows