Senior Deal Desk Analyst
New
I
IterableB2B SaaS
REMOTE - USFull-TimeSenior
Salary$127K - $166.5K; $127K – $166.5K • Offers Equity • Offers Commission • The listed salary range is the US annual cash compensation for this role and includes annual base salary and target variable pay
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Job Details
- Experience
- 5+ years of experience, including 3+ years in Deal Desk, Revenue Operations, Sales Operations, or Finance at a B2B SaaS company.
- Required Skills
- SalesforceMicrosoft ExcelGoogle Sheets
Requirements
- Have 5+ years of experience, including 3+ years in Deal Desk, Revenue Operations, Sales Operations, or Finance at a B2B SaaS company.
- Bring a track record of independently owning non-standard deals from structuring through approvals to close.
- Understand SaaS deal construction, including subscription and usage-based pricing, margin analysis, and how contract terms affect booking, billing, invoicing, overages, and revenue recognition.
- Be able to read, interpret, and draft commercial terms in order forms.
- Have strong financial modeling skills in Excel or Google Sheets, including scenario analysis.
- Have strong working knowledge of the Salesforce data model, including accounts, opportunities, contracts, orders, products, and price books.
- Have hands-on experience with CPQ, including pricing rules, approvals, and quote template configuration.
- Be able to influence across Sales, Finance, Legal, and Customer Success and explain complex trade-offs clearly.
- Use sound judgment in ambiguous situations, including when to make a call, push back, or escalate.
- Have examples of improving a process from idea through adoption.
- Be curious about new tools, including AI, and exercise judgment about output quality and data privacy.
- Be able to manage competing priorities and stay detail-oriented during month-end and quarter-end periods.
Responsibilities
- Review and structure non-standard agreements across new business, expansion, and renewal.
- Advise account teams on discounting and trade-offs across price, term, volume, and risk.
- Model deal economics, including margin, attach rate, and payment terms, and propose alternatives when deals fall short of targets.
- Evaluate non-standard terms for revenue recognition, billing, and compliance implications.
- Coordinate deal approvals and serve as an escalation point for the Deal Desk queue and GTM leadership.
- Coordinate Sales, Customer Success, Finance, Legal, Product, Billing, and Revenue Operations through the path to close.
- Coach sellers on pricing, discounting, and contract structure through deal reviews, office hours, and training.
- Improve quoting, approvals, contracting, CPQ tools, and AI-assisted workflows.
- Build and publish metrics on turnaround time, discounting, concessions, and non-standard terms.
- Oversee order entry and maintain accurate Salesforce contract data aligned with billing and financial reporting systems.
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