Deal Desk Analyst

Juniper Square

1d•Hybrid

About The Position

Juniper Square's mission is to unlock the full potential of private markets by digitizing privately owned assets like commercial real estate, private equity, and venture capital, bringing efficiency, transparency, and access to this financial ecosystem. The company supports various work arrangements, from fully remote to full-time in physical offices across multiple countries, emphasizing digital-first operations for effective collaboration. The Deal Desk Analyst role involves close collaboration with Sales, Finance, Legal, Customer Success, and Renewal Managers to efficiently close deals that benefit both customers and Juniper Square. This position serves as a key point of contact for deal-related matters, including Salesforce inquiries, quote building, deal structuring, approval processes, and discount management. Reporting to the Deal Desk Manager, this foundational hire will be crucial in refining processes, enhancing systems, and fostering a service-oriented approach to drive efficiency and growth within the global Quote-to-Order process, contributing to the company's mission of making commercial real estate and capital markets more transparent and accessible.

Requirements

1-2 years of experience in Deal Desk, Sales Operations, Revenue Operations, Contract Management, or a related Cloud/SaaS environment.
Strong understanding of SaaS revenue models, pricing structures, and quote-to-cash (QTC) processes.
Proven ability to manage competing priorities in a fast-paced, high-volume environment with a sense of urgency and professionalism.
Collaborative, team-first mindset with a track record of building strong cross-functional relationships across Sales, Finance, Legal, and Customer Success.
Exceptional attention to detail balanced with the ability to think strategically and see the big picture.
Clear, concise, and professional communicator - comfortable working with both field teams and executive stakeholders.
Proficiency in Salesforce and CPQ.
You are an active, fluent user of AI tools. You approach repeatable tasks by building prompts, skills, or structured workflows to eliminate manual effort.

Nice To Haves

Salesforce CPQ/Billing experience strongly preferred.
Familiarity with contract lifecycle management tools and order form processes is a plus.

Responsibilities

Serve as a trusted advisor to Sales, Customer Success, and Renewal Managers on deal structuring, quoting, approval workflows, and order processing.
Manage end-to-end quote and order execution, ensuring accuracy and adherence to business policies and procedures.
Strategically structure deals by proposing creative, scalable solutions that align with customer needs while protecting and maximizing revenue.
Partner with Finance and Legal to ensure contracts are compliant, complete, and aligned with internal policies and revenue recognition standards.
Review and address non-standard deal structures in collaboration with Accounting, identifying and resolving revenue recognition considerations.
Document non-standard terms, commitments, and exceptions in coordination with Legal and Finance.
Drive continuous process improvement by identifying gaps, proposing solutions, and contributing to scalable Deal Desk operations.
Support the development and maintenance of deal desk playbooks, templates, and order form standards.
Leverage AI tools daily to automate and streamline deal desk workflows, from proposal drafting and contract review to pricing analysis and approvals routing, with the goal of compressing timelines and improving output quality.