Deal Desk Analyst 3

Overview
As the Sr. Deal Desk Analyst, you will report directly to the Manager, Deal Desk in Wilmington, MA. In this role, you will proactively partner closely with Finance, Sales, Sales Ops, and other key stakeholders to drive best practices for deal structuring, streamline global deal processes, and optimize deal performance. You provided feedback and insights will help shape our pricing strategies, support revenue growth, and ensure compliance with corporate policies.

Key Responsibilities

• Strategic Leadership & Global Operations:
  – Assist with establishing consistent standards and best practices across all regions.
  – Assist in the development and the implementation of global KPIs and metrics to monitor deal performance and drive continuous process improvements.
   

• Cross-Functional Collaboration:
  – Serve as the APAC, EMEA, primary liaison between Finance, Sales, Sales Ops, Accounting, and Legal to ensure cohesive deal structuring and execution.
  – Facilitate strategic alignment on pricing, discounting, and revenue recognition guidelines.
   

• Deal Approval & Guidance:
  – Assist in evaluating and approving deal restructurings with existing customers, ensuring alignment with established policies and accounting guidelines.
  – Set strategic guidance for deal terms, providing decision-making support and training to internal stakeholders and refining deal constructs as needed.
   

• Data-Driven Strategy & Reporting:
  – Generate comprehensive global Deal Desk reports that offer insights on deal volume, ARR, revenue performance, pricing trends, and exceptions.                                                                                              – Craft data-driven strategies based on customer segments, geographic trends, and market conditions to optimize deal structures.

• Process Automation & Technology Optimization:
  – Identify opportunities to automate and enhance the quote-to-cash process through tools such as Salesforce CPQ and other integrated systems.
  – Drive initiatives for system integration and technology adoption to improve deal efficiency.
   

• Team Development & Cross-Geography Coordination:
  – Act as a champion for continuous improvement and innovation within Deal Desk.
   

Qualifications

• Bachelor’s degree required with a minimum of 3 years of professional experience; 2+ years in a deal desk or related function within a high-growth SaaS or technology-driven organization preferred.

• Track record of cross-functional collaboration – particularly with Finance, Sales, and Sales Ops.

• Experience in deal restructurings with existing customers, including software license, subscription, and renewal deals, with knowledge of booking, revenue recognition, and ASC606 compliance.

• Proficiency with Salesforce, CPQ, and other sales/finance systems, along with a strong analytical mindset for data-driven decision-making.

• Exceptional communication, negotiation, and organizational skills, with the ability to thrive in a dynamic, fast-paced environment and work across diverse geographies.

• Demonstrated ability to drive strategic initiatives, manage multiple priorities, and deliver results under tight deadlines.