Deal Desk Analyst
New
O
OptivCybersecurity technology
This role is fully remote and can be hired anywhere within the continental U.S.Full-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 2+ years of experience in pricing strategy, Deal Desk, financial analysis, FP&A, data analytics, consulting, client services, sales operations, or related business functions
- Required Skills
- SQLMicrosoft Power BISalesforceTableauMicrosoft ExcelFinancial analysis
Requirements
- Demonstrate strong analytical, critical-thinking, and problem-solving skills.
- Independently evaluate complex business situations and make sound recommendations.
- Have medium to advanced Excel skills, including working with large datasets, formulas, pivot tables, lookups, and financial analysis.
- Have experience analyzing dynamic pricing environments or complex commercial scenarios involving competing priorities and unique circumstances.
- Synthesize large volumes of data into clear, concise, actionable recommendations for business stakeholders.
- Apply business acumen to deal economics, customer behavior, competitive dynamics, and the long-term impact of pricing decisions.
- Challenge assumptions, ask thoughtful questions, and identify opportunities that may not be immediately apparent.
- Communicate recommendations effectively and influence stakeholders.
- Manage multiple priorities in a fast-paced, deadline-driven environment.
- Understand pricing strategy, margin management, discounting practices, and the financial impact of commercial decisions.
- Preferred: Bachelor’s degree in Finance, Business, Economics, Data Analytics, Data Science, Mathematics, or a related field.
- Preferred: 2+ years of experience in pricing strategy, Deal Desk, financial analysis, FP&A, data analytics, consulting, client services, sales operations, or related business functions.
- Preferred: Experience with Salesforce or other CRM platforms, and with Power BI, Tableau, SQL, Python, or other reporting and analytics tools.
Responsibilities
- Advise Sales and COS teams on deal strategy, pricing recommendations, margin optimization, and commercial negotiations.
- Analyze sales opportunities to identify risks, pricing pressure, margin improvement opportunities, and alternative solution configurations.
- Develop pricing models, benchmark analyses, and business insights to support pricing recommendations.
- Evaluate unique deal scenarios, challenge assumptions, and recommend solutions that balance profitability, competitiveness, customer expectations, and long-term account value.
- Partner with Sales, COS, Finance, Vendor Management, and leadership teams to develop pricing strategies that support growth and margin goals.
- Analyze historical transaction data, customer purchasing patterns, vendor pricing, and market benchmarks.
- Support reporting and analysis related to strategic pricing investments, margin exceptions, and approved low-margin opportunities.
- Participate in process improvement, pricing optimization, reporting enhancement, automation, and operational efficiency initiatives.
- Identify opportunities for continuous improvement and collaborate with stakeholders to implement practical, scalable solutions.
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