Lead, Deal Desk Analyst

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AlkamiFinTech SaaS
Source API remote eligibility restrictions: United StatesFull-TimeLead
Salary98,000 - 123,000 USD per year
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Job Details

Experience
6+ years
Required Skills
Financial analysis

Requirements

  • 6+ years of experience in deal desk, sales operations, finance, or comparable roles in a rapidly growing SaaS company.
  • Bachelor’s degree in Finance, Business, Economics, or related field preferred or equivalent work experience.
  • Advanced knowledge of deal structuring, pricing strategies, ELAs, and contract processes.
  • Expertise in Salesforce CPQ and related tools.
  • Solid grasp of revenue recognition principles and ability to flag ASC 606 risk in deal structures.
  • Natural communicator who can credibly engage with and push back on senior Sales stakeholders.
  • Strong understanding of quote-to-cash lifecycle and dependencies.
  • Effective stakeholder management and cross-functional influence skills.
  • Ability to operate independently in complex and ambiguous environments.
  • Strong problem-solving skills with sound business judgment.

Responsibilities

  • Lead the review, structuring, and approval coordination of the most complex, high-value, and non-standard deals in the pipeline.
  • Serve as an informal team lead — providing guidance, deal reviews, and day-to-day mentorship to IC1 and IC2 team members.
  • Act as the primary point of contact for enterprise and strategic accounts requiring bespoke pricing, contract structures, or commercial terms.
  • Develop and refine internal deal desk processes, playbooks, and templates in partnership with the Director.
  • Collaborate with Legal to navigate complex contract negotiations, redlines, and non-standard terms; escalate appropriately.
  • Evaluate deal economics including margin impact, payment terms, multi-year discounting, and revenue recognition implications.
  • Maintain and improve the deal approval matrix, ensuring governance keeps pace with business growth and product expansion.
  • Partner with Finance on forecasting, period-end deal management, and ensuring deal closure timelines align with revenue targets.
  • Represent the Deal Desk in cross-functional initiatives including new product launches, pricing changes, and go-to-market updates.
  • Identify and flag systemic deal quality issues or policy gaps and propose solutions.
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98,000 - 123,000 USD per year
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