Deal Desk Analyst

PitchBook Data•Seattle, WA

7h•$92,000 - $102,353•Onsite

About The Position

The Deal Desk Analyst is a proactive commercial partner to PitchBook's sales organization, engaged upstream of the deal to advise on order structuring, pricing strategy, and discount requests before deals reach CPQ. This position also ensures accuracy, compliance, and efficiency within PitchBook's deal execution process — reviewing, processing, and validating sales orders and contract amendments to maintain data integrity, financial accuracy, and adherence to company policies — and contributes commercial data analysis that supports pipeline and forecast reviews. The analyst will work closely with sales, finance, legal, and revenue operations teams to identify and resolve discrepancies, streamline processes, and provide proactive support to the sales organization. This is a mid-level role suited for candidates with strong analytical and business judgment, attention to detail, and experience in Deal Desk, order management, revenue operations, or sales administration who want to operate as a strategic partner to the commercial org rather than a back-office processor. The Revenue Operations department creates, maintains, and continually improves PitchBook's systems that support our client-facing roles in Sales and Customer Success, working cross-functionally with Sales, Marketing, Finance, and IT to drive efficiency, accuracy, and revenue growth. As part of this team, the role grows into reviewing and guiding strategic and non-standard deals, becoming a trusted advisor to regional Sales leadership, and owning the discounting-trend and turnaround-time reporting that shapes revenue policy.

Requirements

3+ years of experience in Deal Desk, order management, revenue operations, or sales administration
Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Nice To Haves

Bachelor’s degree in finance, business administration, a related field, or equivalent experience
Demonstrated ability to evaluate pricing and discount requests against business guardrails and provide clear, well-reasoned recommendations to sales stakeholders
Strong understanding of revenue recognition principles, billing processes, and financial compliance
Proficiency in Salesforce and other CRM tools
Comfort working with data in Excel (pivot tables, VLOOKUP/XLOOKUP)
Experience with SQL to support recurring analysis and reporting
High attention to detail with excellent organizational and analytical skills
B2B SaaS industry or similar sales cycle experience
Strong verbal and written communication skills, with the ability to advise sales reps directly on deal structuring and collaborate across departments
Self-motivated, proactive, and capable of managing multiple tasks in a fast-paced environment
Ability to work effectively as part of a cross-functional team and provide strategic recommendations to improve order processes

Responsibilities

Proactively engage with sales reps before a deal reaches CPQ to advise on order structuring and pricing strategy, reducing rework and downstream discrepancies
Evaluate discount requests against pricing guardrails and deal economics, providing sales managers with documented recommendations to inform their approval decisions. Deal Desk's role in discount governance is expected to expand over time
Pull and structure deal data (discounting, order type, term structure) to support pipeline and forecast reviews led by Revenue Operations leadership
Process and review sales orders and contract amendments, ensuring accurate data entry, policy compliance, and timely activation. Volume is expected to shift over time as Support Operations capacity is built out
Serve as the sales organization's primary point of contact on order processing best practices and compliance requirements
Collaborate with sales, finance, and legal to resolve order discrepancies; work within Salesforce and other CRM tools to validate contract terms, pricing, and billing details
Maintain and update order audit dashboards to track discrepancies and trends; identify recurring patterns and propose process improvements rather than logging exceptions alone
Verify contract amendments, billing changes, and collection notices in coordination with the billing team
Assist in developing and maintaining process documentation and internal guidelines to improve operational efficiency
Participate in cross-functional initiatives to enhance order management processes and improve internal controls
Reduce average order turnaround time by resolving structuring and pricing questions before a deal reaches CPQ
Track the rate at which discount recommendations align with pricing guardrails, informing future discount governance design
Maintain low error/rework rates on processed orders, reflecting both compliance discipline and upstream deal quality