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The Deal Desk Analyst plays a key role in ensuring our deal structuring and quoting process runs efficiently, compliantly, and in alignment with company policy. This role focuses on operational deal execution, supporting sales with accurate quotes, and maintaining strong governance standards. The Analyst is responsible for day-to-day quote execution, standard exceptions, and operational excellence across assigned regions.
Job Responsibility:
Provide regional quote creation and modification aligned with established pricing rules, discount policy, and approval matrix
Manage day-to-day requests from Account Executives and Sales Operations related to quotes, product configurations, pricing, and standard contractual terms
Ensure all quotes and transactions comply with company accounting policies, and internal controls
Maintain accuracy and completeness of deal documentation
Process standard exceptions within set thresholds
Escalate complex or out-of-policy requests to the appropriate approval channels
Partner with Legal, Revenue Operations, and Finance to ensure alignment on billing, terms, and subscription changes
Act as a first point of contact for sales regarding quoting processes, system use, and policy adherence
Deliver onboarding and process training for new sales hires
Provide feedback to Operations teams on tooling and process improvements
Act as a triage point for system issues, logging and escalating to the appropriate support team
Responding to RFP and manage vendor onboarding
Requirements:
Bachelor’s degree in Business, Finance, Mathematics, Statistics, or a related analytical field
3+ years’ experience in Deal Desk, Order Management, Finance Operations, or Sales Operations
Understanding of financial governance and compliance in a SaaS/software environment
Strong problem-solving skills and ability to work independently in a fast-paced, high-growth environment
Excellent communication skills (English required
other languages a plus)
Proficiency with Salesforce, CPQ tools, and Zendesk preferred