Deal Desk Analyst
New Relic•San Francisco, CA
About The Position
New Relic is seeking a highly motivated, results-oriented Deal Desk Analyst to join its Finance organization. The role helps maximize the value and revenue of New Relic products by structuring profitable, compliant transactions that meet the needs of internal corporate customers, safeguard revenue, and improve sales-team effectiveness and productivity. The analyst works collaboratively across departments and regions, using critical analysis and problem-solving to support complex deals, review processes, and continuous improvement.
Requirements
- At least 2 years of Finance or Operations experience in a high-tech environment.
- Bachelor's degree in Business or a similar field.
- Strong communication, organizational, and problem-solving skills.
- Ability to build strong working relationships with internal business units and across regions.
- High attention to detail.
- Willingness to cover various time zones and work extra hours as needed.
Nice To Haves
- Order-entry experience.
- Proficiency with Salesforce and MS Excel or Google Sheets.
- Experience with Salesforce CPQ.
- Ability to work without supervision in a fast-paced high-tech environment.
- Experience utilizing Gemini AI.
Responsibilities
- Build and maintain strong working relationships with business partners, including Finance, Legal, and Support, to facilitate deal review and approval.
- Collaborate with cross-functional teams on complex pricing and commercial terms, developing options that help Sales address customer objections while maximizing revenue and bookings.
- Build and review order forms of varying complexity for accuracy, ensuring required approvals are obtained and documented in the CPQ tool and elsewhere as needed, and that transactions comply with internal policies.
- Provide ongoing education and training to help Sales understand and comply with non-standard deal processes.
- Prepare and review order forms, legal agreements, customer purchase orders, quotes, and other contracts for compliance with revenue-recognition and Deal Desk policies.
- Safeguard and manage Salesforce data quality for proposed and closed quotes and deals, including customer entitlements, new deal logos, commission levels, and deal amounts.
- Ensure transactions follow internal revenue-recognition policies and operational guidelines.
Benefits
- Healthcare benefits
- Dental benefits
- Vision benefits
- Parental leave and planning
- Mental health benefits
- 401(k) plan and match
- 11 paid holidays
- Volunteer time off
- Paid time off
- Corporate bonus plan eligibility
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
