Deal Desk Analyst
Summary
The Deal Desk Analyst manages the end-to-end deal process by partnering with Sales, Finance, and Legal to structure complex B2B SaaS transactions. The role involves ensuring pricing compliance, managing contract terms, and optimizing deal workflows using Salesforce and spreadsheet tools.
About the role
The Deal Desk Analyst will partner with the Sales, Finance, Legal, and Operations teams to manage the end-to-end deal process for our Central and East Coast sales teams. This role will work primarily during Eastern Time Zone business hours. You will provide guidance on deal structure, pricing, discounting, quoting, and contract terms, ensuring opportunities align with company policies and commercial objectives.
You will act as a trusted advisor to Sales, helping teams navigate complex deals, secure the right approvals, and move efficiently from quote to close. You will also identify opportunities to improve processes, reduce cycle times, and strengthen the Deal Desk function.
What you’ll do:
- Support the structuring and pricing of high-value and complex SaaS deals.
- Review quotes, contracts, discounts, payment terms, and non-standard deal requests.
- Ensure compliance with pricing guidelines, approval workflows, and internal policies.
- Partner with Sales, Finance, Legal, and cross-functional teams to resolve deal-related questions and roadblocks.
- Provide commercial guidance to Sales to support win rates and margin preservation.
- Maintain accurate deal data across Salesforce and other relevant systems.
- Track deal performance, approval timelines, and quote-to-close efficiency.
- Identify and implement improvements to Deal Desk processes, systems, and documentation.
What you’ll bring:
- Four or more years of experience in Deal Desk, Sales Operations, Revenue Operations, Pricing, or financial analysis.
- Experience supporting complex enterprise B2B SaaS transactions.
- Strong analytical, organisational, communication, and problem-solving skills.
- Proficiency with Salesforce and Excel or Google Sheets.
- Excellent attention to detail and the ability to manage multiple priorities in a fast-paced environment.
- A collaborative, commercially minded approach with the confidence to advise and influence stakeholders.
As published by lever
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- Do you have experience supporting complex B2B SaaS or subscription-based deals? choose one
- Have you supported deal structuring, pricing, discounting, or commercial approval processes? choose one
- Have you reviewed or managed quotes, order forms, contracts, or non-standard commercial terms? choose one
- Do you have professional experience using Salesforce or another CRM system? choose one
- Are you proficient in Excel or Google Sheets for analysing pricing, discounts, or commercial data? choose one