Deal Desk Analyst
About The Position
The Deal Desk Analyst will support Alloy’s Revenue Operations team as its second Deal Desk team member. This high-volume, detail-oriented role is the first stop for sales representatives navigating deal mechanics, including quote preparation and review, approval workflows, and ensuring signed contracts are accurately booked and billed. The position reports to the Senior Revenue Operations Manager, Deal Desk. The analyst will work across Salesforce CPQ and Ironclad, coordinate with Legal and Accounting, support pricing and request triage, and help improve quoting and approval processes. The role also includes reviewing closed-won contracts, maintaining booking records, producing weekly reporting, and documenting recurring processes. Alloy operates a hybrid-work environment, with local employees expected onsite three days per 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 and ability to catch errors before they reach a customer.
- Comfort handling multiple queue requests, prioritizing by deadline, and keeping people informed.
- Clear, direct written communication, including explaining policies and communicating delays or decisions.
- Curiosity about deal processes, 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 the Ironclad workflow, verifying 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 the Deal Desk, Ironclad, and Rev Ops Help queues; confirm requests include the necessary context and route them appropriately.
- Manage first-pass pricing using the pricing calculator and guidelines.
- Partner with Systems and Salesforce administrators to improve CPQ and quoting workflows, document requirements, test changes, and update 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, and discount 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 (ISOs).
- Medical, dental, and vision plans, with an HSA and monthly employer contribution, plus FSA options.
- 401(k) with 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.
- Catered lunches and employee-organized cultural events for onsite employees.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
