Deal Desk Analyst

Job & Department Summary

The Deal Desk Analyst will support the go-to-market team by providing guidance on complex deal structures, ensuring compliance with pricing and discounting policies, and enhancing quote-to-cash processes and operational efficiency. This role involves collaborating with sales teams and cross-functional departments to facilitate the sales process, improve deal velocity, drive revenue growth, and build strong working relationships.

Key Responsibilities

Review and approve sales deals and pricing requests to ensure compliance with company policies and business approval guidelines
Advise field sales on pricing, product configuration, and business terms, and provide insights to improve deal structure and sales strategy
Collaborate with Sales, Finance and Legal teams to streamline the deal process and build strong working relationships
Manage the end-to-end deal review process including verifying deal accuracy and navigating complex business processes
Analyse deal metrics to provide insights to improve deal structure and sales strategy
Maintain and update deal desk documentation and training materials
Perform other duties as assigned by immediate supervisor or management team.

Key Performance Outcomes

Efficiency and compliance: approve deals within set timeframes, ensuring high accuracy and compliance with pricing, discount and contractual policies
Collaboration and relationship building: foster effective relationships with Sales, Finance and Legal teams to ensure seamless deal processes
Process improvement and financial impact: implement process enhancements to improve deal velocity and operational efficiency, while optimising deal structures for revenue growth

Required Skills & Experience

Education: Bachelor’s degree in Business, Finance, Economics or a related field.
Experience: 1-3 years experience in sales operations, finance and/or experience supporting a complex Sales organisation
Technical Skills: proficiency in Salesforce.com, CPQ/Quote-to-Cash processes, Microsoft Excel/Google Sheets.
Certifications and/or Licenses: none required, but relevant certifications (e.g. Salesforce Administrator) are a plus

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