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The Deal Desk is a centralized, corporate Revenue Operations function responsible for governing non-standard, high-value commercial deals across PointClickCare. The team partners closely with Sales, Finance, Legal, and Executive Leadership to ensure pricing, billing, and contractual decisions balance customer flexibility with disciplined financial standards. This role operates as a senior individual contributor within the Deal Desk, supporting strategic deal reviews and serving as a trusted advisor on complex commercial structures. The Senior Analyst plays a critical role in enabling deal velocity while maintaining consistency, transparency, and governance.
Job Responsibility:
Lead financial and commercial analysis for non-standard and high-value deals
Build and review complex pricing models, billing ramps, and revenue forecasts
Assess financial impact, risk, and tradeoffs associated with discounts, term changes, and concessions, and overall deal economics
Support developing, maintaining, and applying customer whitespace analyses and TAM/SAM estimates to evaluate deal size, growth potential, and long-term value for strategic and non-standard opportunities
Prepare Deal Desk materials, recommendations, and executive-ready summaries, as well as reporting on key deal metrics
Ensure deal assumptions, risks, and approvals are clearly documented
Support weekly Deal Desk meetings by presenting analysis, answering questions, and providing recommendations
Apply and reinforce approved pricing frameworks, discount thresholds, and contract standard
Identify deviations from standard policy and escalate appropriately
Partner with the Manager to ensure consistent application of governance rules across deals
Work closely with Sales, Finance, Legal, and Product teams to evaluate deal structures and resolve issues
Provide guidance to Sales on pricing mechanics, billing structures, and approval requirements
Collaborate with Finance to validate revenue impact and forecasting assumptions
Identify recurring deal patterns and contribute to improvements in pricing frameworks and Deal Desk policies
Help document Deal Desk processes, approval criteria, and decision logic
Support initiatives that improve deal turnaround time while maintaining control
Support the standardization and documentation of whitespace and TAM/SAM methodologies to ensure consistent application across Deal Desk reviews and stakeholders
Assist in developing templates, tools, and models used across the Deal Desk
Provide guidance and informal mentorship to Deal Desk Analyst
Review analyst work for accuracy, consistency, and clarity
Support skill development in financial modeling and deal evaluation
Requirements:
Bachelor’s degree in finance, accounting, economics, analytics, or a related field
2–6 years of experience in Revenue Operations, pricing, finance, strategy, or deal support roles
Strong financial modeling and analytical skills, including pricing, discounting, and revenue forecasting
Ability to synthesize complex information into clear, executive-ready recommendations
Strong written and verbal communication skills
Advanced proficiency in Microsoft Excel and PowerPoint
Nice to have:
Experience supporting complex or non-standard commercial deals
Experience supporting or operating within a Deal Desk or commercial governance function
Familiarity with quote-to-cash processes, billing models, and contract structures
Experience working with Sales, Finance, and Legal stakeholders