Deal Desk Analyst

PitchBook•Seattle, WA

2d•Onsite

About The Position

The Revenue Operations department is responsible for creating, maintaining, and continually improving PitchBook’s systems that support our client-facing roles in Sales and Customer Success. This team works cross-functionally with Sales, Marketing, Finance, and IT to drive efficiency, accuracy, and revenue growth. 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 and contributes commercial data analysis that supports pipeline and forecast reviews. This position will be responsible for reviewing, processing, and validating sales orders and contract amendments to maintain data integrity, financial accuracy, and adherence to company policies. 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 skills, 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.

Requirements

Bachelor’s degree in finance, business administration, or a related field
3+ years of experience in order management, revenue operations, sales administration, or a related role; SaaS industry experience preferred
Strong understanding of revenue recognition principles, billing processes, and financial compliance
Proficiency in Salesforce and other CRM tools
High attention to detail with excellent organizational and analytical skills
Strong verbal and written communication skills, with the ability to 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
Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily
Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Nice To Haves

SaaS industry experience preferred

Responsibilities

Process and review sales orders and contract amendments to ensure accuracy and compliance with internal policies
Collaborate with the sales, finance, and legal teams to resolve order discrepancies and ensure accurate documentation
Assist in analyzing order structures, ensuring alignment with financial guidelines and billing procedures
Maintain and update order audit dashboards to track discrepancies, trends, and process improvements
Work within Salesforce and other CRM tools to validate contract terms, pricing, and billing details
Verify contract amendments, billing changes, and collection notices in coordination with the billing team
Support the contract activation process by ensuring accurate data entry and timely execution
Provide guidance to the sales organization on order processing best practices and compliance requirements
Assist in developing and maintaining process documentation and internal guidelines to improve operational efficiency
Support the professional growth of junior team members through coaching and mentorship
Participate in cross-functional initiatives to enhance order management processes and improve internal controls
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested