Deal Desk Analyst II

Collaborate with sales and finance teams to structure, validate, and monitor deal proposals. Provides guidance on deal structuring, pricing strategies, and compliance with company policies. Acts as a liaison between sales, finance, and legal teams to resolve deal-related issues and supports initiatives to enhance deal desk operations. Serves as a subject matter expert on deal structuring processes, policies, and operational tools.

Duties/Responsibilities

• Partner with sales, finance, and legal teams to structure and validate deal proposals.
• Monitor deal performance and provide insights and recommendations for improvement.
• Develop and deliver training materials in collaboration with Sales Operations to educate sales teams on deal desk processes and best practices.
• Analyze reports on deal metrics, pipeline trends, and sales performance to support informed decision-making.
• Ensure compliance with company policies in all deal-related activities.
• Act as a sales-facing expert on deal structuring, processes, and policies.
• Drive operational consistency by leveraging CPQ and related systems.
• Support ad-hoc projects and initiatives to enhance deal desk operations.

Essential Functions

• Structure, validate, and monitor deal proposals in collaboration with cross-functional teams.
• Analyze deal metrics and provide actionable insights to support informed decision-making by sales and finance teams.
• Act as the primary point of contact for sales teams regarding deal processes and policies.
• Develop and deliver training materials and guidance to ensure consistency in deal desk operations.
• Ability to prioritize tasks effectively by meeting deadlines and managing workload efficiently.
• Maintain professional interaction with internal and external stakeholders
• Ability to work in a fast-paced and high-stress environment

Minimum Qualifications/Skills

• Strong analytical skills with the ability to interpret complex data and provide actionable recommendations.
• Excellent communication and interpersonal skills with a focus on collaboration and problem-solving.
• Proficiency in Microsoft Excel and other data analysis tools.
• Knowledge of deal structuring, pricing strategies, and CPQ tools.

Education and Experience Requirements

Bachelor’s degree in Business, Finance, Accounting, or a related field.

2+ years of experience in a deal desk, sales operations, or financial analysis role.

AI & Operational Fluency

AI Integration: Utilize company-approved GenAI tools to accelerate high-value deliverables.

Strategic Oversight: Exercise critical judgment as the "Human-in-the-Loop," by auditing AI outputs for factual accuracy, brand alignment, and the removal of hallucinations.

Data Governance: Ensures no proprietary or Personally Identifiable Information (PII) data is exposed to unauthorized models.

Prompt Competency: Demonstrates the ability to craft clear, context-rich prompts to achieve consistent, high-quality results across various business domains.