About The Position

The Deal Desk / Sales Operations Analyst is responsible for order management within the Sales Operations group and supports the quote-to-cash cycle. The role collaborates with Sales, Finance, Legal, Marketing, and Product, supporting sales professionals through the design, implementation, and operational execution of end-to-end processes and tools. It includes processing and validating orders, coordinating deal approvals, supporting strategic opportunities and quarter-end activities, maintaining documentation and contract records, supporting invoicing reconciliation and audits, managing Salesforce reporting, and driving process improvement and training.

Requirements

  • 3–5 years of sales operations, deal desk, or order processing experience.
  • Strong analytical skills and effective decision-making ability.
  • Proficiency with Excel, Word, and Gsuite.
  • At least 3–5 years of experience using Salesforce CPQ, DocuSign, Ironclad, or similar tools.
  • Strong oral and written communication and presentation skills.
  • Ability to organize and prioritize, maintain attention to detail, and work under critical time frames.
  • Ability to support traditional software-company end-of-quarter peak timelines.

Responsibilities

  • Process and validate orders for subscription, services, and training products, ensuring accurate bookings across Salesforce, DealHub, and Ironclad, and resolve processing issues with Sales and customers.
  • Facilitate and coordinate opportunity and deal approvals to ensure accurate pricing, discounting, and product configuration.
  • Support high-value and strategic opportunities, ensuring deal information, stages, and forecasts are accurate and up to date.
  • Support quarter-end activities and deal reviews, proactively identifying blockers and helping drive opportunities through the approval and booking process.
  • Ensure opportunities are documented accurately and in a timely manner in Salesforce by the Sales team.
  • Maintain Deal Desk documentation, contractual templates, approval processes, and workflows.
  • Process contract signatures and maintain accurate records of executed customer agreements.
  • Work closely with Direct Sales, Partner, Finance, and Legal teams to support direct and channel transactions.
  • Support invoicing reconciliation with Finance as required.
  • Maintain and develop Salesforce reports and dashboards to support pipeline, forecasting, and operational visibility.
  • Assist with annual audits, including providing supporting documentation and walking auditors through Deal Desk processes and controls.
  • Lead and support process improvement and automation initiatives across Deal Desk and Sales Operations.
  • Provide training and enablement to the Sales team as new processes and procedures are implemented.

Benefits

  • Professional development and training.
  • Opportunity to attend conferences and working groups.
  • Company outings, happy hours, hackathons, and tech talks.
  • Competitive compensation package with a strong benefits plan.
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