Deal Desk Sr Analyst

2 weeks agoLeadSalary: 85K - 85KUS - Boston, MA ; US - Houston, TX Onsite Full Time Operations Jobs by Insight Partners

Skills

Compliance Contract Negotiation Cpq Data Analysis Deal Desk Deal Structuring Discounting Excel Margin Analysis Pricing Strategy Process Improvement Revenue Forecasting Revenue Operations Salesforce Sales Operations Stakeholder Management

About the Role

You will support the Sales organization by structuring, reviewing, and optimizing complex deals. You will act as a key partner to Sales, Finance, Legal, and Revenue Operations to ensure deals are competitive, compliant, and aligned with company policies. You will manage the deal review process, provide guidance on pricing and contract terms, and help streamline workflows to improve deal velocity while protecting margin and minimizing risk. You will evaluate deals from both a financial and operational perspective, assess margin impact, identify risks, and provide clear recommendations. You will design and improve deal desk workflows and approval processes, track and report on deal metrics, and provide insights that improve deal velocity and win rates.

Requirements

6–8+ years of experience in Deal Desk, Sales Operations, Revenue Operations, Finance, or a related field within a SaaS or technology company
Experience supporting complex, enterprise-level deals
Strong understanding of pricing strategies, discounting frameworks, contract terms, and revenue implications
Experience with Salesforce and CPQ tools (e.g., Salesforce CPQ, Apttus/Conga CPQ, or similar)
Strong proficiency in Excel for deal modeling and analysis
Familiarity with contract structures, terms, and legal considerations
Experience designing and improving deal desk workflows and approval processes
Experience tracking and reporting on deal metrics, approval cycles, and bottlenecks
Bachelor's degree in business, Finance, Accounting, or a related field preferred

Responsibilities

Structure, review, and optimize complex enterprise deals
Manage the deal review process
Provide guidance on pricing and contract terms
Streamline workflows to improve deal velocity while protecting margin and minimizing risk
Align stakeholders across Sales, Finance, Legal, and RevOps to move deals forward
Assess margin impact, identify risks, and provide clear recommendations
Build and enforce scalable deal approval processes
Track and report on deal metrics, approval cycles, and bottlenecks
Ensure deals comply with internal policies and audit requirements
Identify gaps in current processes and propose solutions

Benefits

Medical insurance
Dental insurance
Flexible work options
Variable incentive pay