Deal Desk Analyst

Job Description:

• Assist sales representatives in building and structuring quotes and proposals in the CRM/CPQ system.
• Review deal submissions for completeness, accuracy, and adherence to pricing guidelines.
• Coordinate with internal stakeholders to facilitate deal approvals and ensure timely turnaround.
• Support the preparation of non-standard commercial terms and deal exceptions in line with company policy.
• Manage deal desk inbox and respond to sales team queries in a timely and professional manner.

• Apply and validate pricing models and discount structures according to approved rate cards and discount matrices.
• Flag deals requiring special pricing or non-standard approvals and route them through the appropriate workflow.
• Maintain awareness of competitive positioning and standard pricing tiers to support optimal deal structuring.
• Assist in identifying trends in discounting behavior and escalate concerns to management.

• Support contract review and order processing to ensure alignment between quotes, contracts, and booking records.
• Validate deal data entry in Salesforce or other CRM/CPQ tools for accuracy and completeness.
• Ensure deals comply with revenue recognition policies, legal requirements, and internal governance frameworks.
• Partner with Legal and Finance on contract redlines and order form modifications as needed.

• Generate and maintain deal desk dashboards, pipeline reports, and approval tracking logs.
• Track deal cycle times, approval bottlenecks, and resolution rates to support continuous process improvement.
• Identify recurring deal issues and recommend process enhancements to streamline deal flow.
• Maintain and update deal desk documentation, standard operating procedures, and knowledge base articles.

• 2 - 3 years of experience in Deal Desk, Sales Operations, Revenue Operations, Finance, or a related business function.
• Familiarity with SaaS or insurance technology business models, including subscription and professional services pricing structures.
• Hands-on experience with CRM tools, preferably Salesforce; exposure to CPQ platforms is a plus.
• Proficiency in Microsoft Excel or Google Sheets for data analysis, reporting, and tracking.
• Understanding of basic contract terms, order forms, and revenue recognition concepts.
• Experience working in a cross-functional environment with Sales, Finance, and Legal teams.
• Exposure to deal approval workflows, quoting tools, or pricing models is preferred.

• Strong attention to detail with a commitment to accuracy and data quality.
• Excellent verbal and written communication skills; ability to interact confidently with sales and senior stakeholders.
• Strong organizational skills with the ability to manage multiple concurrent deals and deadlines.
• Analytical mindset with the ability to identify patterns and surface actionable insights from deal data.
• Collaborative team player who thrives in a fast-paced, high-volume environment.
• Customer-service orientation with a proactive approach to problem-solving and sales enablement.
• Demonstrated integrity, accountability, and a results-driven work ethic.

• Must be available during UK business hours to support the North American sales team.
• Flexible to collaborate across global teams in India and the United States.
• Ability to respond quickly during end of quarter periods when deal volume and urgency are elevated.