Deal Desk Operations Analyst

Fortive•Greenville, SC

About The Position

The Deal Operations Analyst supports the end-to-end deal lifecycle by partnering with Sales, Revenue Operations, Finance, and Legal to ensure customer deals are accurately structured, policy-compliant, and executed efficiently. This role serves as a key point of support for non-standard deals, order booking, and approval workflows, helping balance deal velocity with revenue accuracy and risk management. This is a hands-on, cross-functional individual contributor role focused on operational excellence and scalable processes.

Requirements

2–5+ years of experience in Deal Desk, Deal Operations, Revenue Operations, Sales Operations, or related roles
Bachelor’s degree in finance, Accounting, Business, or related field
Strong attention to detail and operational rigor
Experience supporting sales deals in a B2B environment
Ability to manage multiple deals simultaneously under deadlines
Strong communication skills and comfort partnering cross-functionally

Nice To Haves

Experience in B2B SaaS or subscription-based business models
Familiarity with CRM and CPQ tools (e.g., Salesforce, Ironclad)
Basic understanding of pricing, discounts, and revenue impact
Exposure to order-to-cash or revenue recognition concepts (high-level)
Enables scalable, repeatable deal execution as the business grows

Responsibilities

Review and support standard and non-standard sales deals, including pricing, discounting, and key commercial terms
Ensure deals align with internal approval, pricing, and revenue policies
Provide guidance to Sales on deal structure, required approvals, and next steps
Prepare and route deal approvals through established workflows
Own order booking accuracy from closed-won through order submission
Validate orders for completeness, accuracy, and policy compliance prior to booking
Coordinate handoffs with Billing, Finance, and Customer Success
Support corrections and amendments for post-close changes
Partner closely with Sales, Finance, Legal, and RevOps to move deals forward
Coordinate contract review inputs and track approval status
Serve as a subject matter expert for deal and order processes
Maintain deal documentation, approvals, and audit trails within CRM and CPQ tools
Support deal workflows in systems such as Salesforce and CPQ platforms
Identify process gaps and inefficiencies; recommend improvements to enhance deal velocity and accuracy
Contribute to sales enablement content and deal desk guidance
Track deal volume, approval turnaround times, and exception trends
Surface patterns related to discounting, deal complexity, or booking errors
Provide validated deal and contract inputs used for ARR, churn, and price uplift reporting.
Support Revenue Operations and Finance in investigating variances or anomalies in revenue reporting.
Ensure deal‑level changes are accurately reflected for reporting and analysis purposes.