The Role
Triage and review sales quotes in Salesforce/CPQ; evaluate deal economics, pricing, and business risk; provide discount guidance; ensure compliance with approval policies; collaborate with Legal, Finance, Product, Pricing, and Sales to drive accurate, efficient quote-to-cash processes and close deals.
Summary Generated by Built In
Who We Are:
At Emburse, you’ll not just imagine the future – you’ll build it. As a leader in travel and expense solutions, we are creating a future where technology drives business value and inspires extraordinary results. Our AI-powered platform helps organizations modernize financial operations, increase visibility, and optimize spend across the enterprise.
What you will do:
- We are looking for a Deal Desk Analyst to join our Deal Operations team to drive efficiencies in our quote to cash process. This role will work directly with the Sales organization by providing a high level of service with integrity, urgency, and responsiveness. An ideal candidate will have a desire to work in a role that is continuously evolving as our organization grows.
- What you will do
- Quickly learn and master the quoting process within the Salesforce & CPQ system.
- Conduct the initial triage of quotes submitted to Deal Desk for review. Evaluate deal economics, business terms, operational requirements and non-standard structuring requests.
- Collaborate closely with the Deal Desk members to effectively and efficiently manage the Deal Desk queue.
- Review assigned quotes in terms of deal financials, pricing and business risk.
- Provide discount and pricing guidance based upon published business policy and guidelines.
- Operate as an escalation point and ensure compliance with published sales and business approval policies.
- Act as liaison with cross-functional business partners to facilitate deal closure.
- Establish productive relationships and collaborate with Legal, Finance, Product, Pricing Sales and Operations to drive deal accuracy and efficiency.
- Become a subject matter expert on all commercial aspects in deals including pricing, product configuration and business terms.
- Perform any other duties assigned by the Deal Strategy and Operations Senior Director
- What we are looking for:
- Bachelor’s Degree
- 1 to 2+ years of experience with Sales Ops, Finance and/or Revenue Accounting, Deal Desk, or Sales
- Familiarity with financial or revenue recognition principles and contracting guidelines.
- Experience in a high volume / multi transactional environment. Proficiency with Salesforce, CPQ and Excel and Google Sheets
- Strong attention to detail both in writing and with numbers.
- Strong analytical skills with the ability to interpret data, identify trends, and draw actionable insights.
- Experience with direct SaaS sales ecosystems and sales quoting
- Excellent oral and written communications skills
- Effective organizational, multi-tasking and time management skills
- Trustworthy with sensitive information
Why Emburse?
Finance is changing—and at Emburse, we’re leading the way. Our AI-powered solutions help organizations eliminate inefficiencies, gain real-time visibility, and optimize spend—so they can focus on what’s next, not what’s slowing them down.
• A Company with Momentum – We serve 12M+ users across 120 countries, helping businesses modernize
their finance operations.
• A Team That Innovates – Work alongside some of the brightest minds in finance, tech, and AI to solve real-
world challenges.
• A Culture That Empowers – Competitive pay, flexible work, and an inclusive, collaborative environment that
supports your success.
• A Career That Matters – Your work here drives efficiency, innovation, and smarter financial decision-making
for businesses everywhere.
Shape your future & find what’s next at Emburse.
Emburse provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Emburse complies with applicable state and local laws governing nondiscrimination in employment in every location where the company has facilities. This policy applies to all terms and conditions of employment.
Top Skills
Cpq
Excel
Google Sheets
Salesforce
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The Company
What We Do
Emburse humanizes work by empowering business travelers, finance professionals and CFOs to eliminate manual, time-consuming tasks so they can focus on what matters most. Emburse brings together some of the world’s most powerful and trusted expense and AP automation solutions, including Abacus, Captio, Certify, Chrome River, Nexonia and Tallie. The company’s innovative offerings, which are uniquely tailored for specific industries, company sizes, and geographies, are trusted by more than 4.5 million users in more than 120 countries. Over 14,000 customers, from start-ups to global enterprises, including Boot Barn, Grant Thornton, Telefónica, Lufthansa Systems, and Toyota rely on Emburse to make faster, smarter decisions, empower business travelers to recapture lost nights and weekends spent doing tedious expense management, and help make users’ lives -- and their businesses -- better.
