Deal Desk Analyst

Alloy • New York City, NY

2d • Hybrid

About The Position

Alloy is hiring a Deal Desk Analyst for its Revenue Operations team. The Deal Desk team supports sales representatives with pricing, quotes, and contract approvals, helping deals move efficiently while protecting margin. This is a high-volume, detail-oriented role with exposure to Alloy’s pricing, packaging, and contracting processes and opportunities to improve them. The role reports to the Senior Revenue Operations Manager, Deal Desk. Alloy operates in a hybrid-work environment, with local employees expected to work onsite three days a week.

Requirements

• 1–3 years of experience in Deal Desk, Sales Operations, Revenue Operations, Order Management, or a similar analytical role supporting a sales team.
• Hands-on Salesforce experience with opportunities, quotes, and reports.
• Experience with Salesforce CPQ or a similar tool.
• Interest in automating manual Deal Desk work.
• Strong Excel and Google Sheets skills.
• Strong attention to detail, including catching incorrect dates or mismatched numbers before they reach customers.
• Ability to manage a queue of multiple requests, prioritize by deadline, and keep stakeholders informed.
• Clear, direct written communication, including explaining policies and communicating delays or requirements without creating friction.
• Curiosity about deal mechanics, including pricing, contract terms, bookings, and billing.

Nice To Haves

• Experience with Ironclad or another contract lifecycle management tool.
• Experience gathering requirements or testing changes for a CRM or quoting tool.
• Experience in B2B SaaS, fintech, or financial services.
• Familiarity with SaaS metrics and deal terms such as ARR, CARR, usage-based pricing, ramps, and multi-year uplifts.
• Exposure to order forms, billing, or revenue recognition basics (ASC 606).
• Familiarity with SQL.

Responsibilities

• Build and review quotes from Salesforce CPQ through Ironclad, checking products, pricing, terms, and opportunity setup for new business, renewals, amendments, upsells, and channel deals.
• Work the twice-daily Ironclad approval queue with Legal and Accounting; review order forms against standard terms and Deal Desk Levers, and flag non-standard items.
• Triage incoming requests in Deal Desk, Ironclad, and Rev Ops Help queues; verify requests include the context needed for review and route them appropriately.
• Manage first-pass pricing using the pricing calculator and guidelines, escalating large or novel deals for senior Deal Desk attention.
• Partner with Systems and Salesforce administrators to improve CPQ and quoting workflows by identifying friction, documenting requirements, testing changes, and updating guides.
• Review closed-won contracts for booking accuracy, including ACV, CARR, term, billing frequency, and uplifts, and maintain the bookings tracker.
• Prepare weekly reporting on deals in flight, request volume, turnaround time, discount trends, and approval trends.
• Help maintain CPQ, Ironclad, and Deal Desk processes, and document recurring questions in the CPQ Handbook.

Benefits

• Unlimited PTO and flexible work policy.
• Employee stock options.
• Medical, dental, and vision plans with an HSA (including monthly employer contributions) and FSA options.
• 401(k) with a 100% match up to 4% of annual employee compensation.
• 16 weeks of paid parental leave for eligible new parents.
• Home office stipend for new employees.
• Annual Learning & Development stipend.
• Well-being benefits including access to ClassPass, OneMedical, UrbanSitter, and Spring Health.
• Tasty catered lunches and frequent employee-organized cultural events at the office.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed