Deal Desk Operations Analyst

Reposted 20 Days Ago
2 Locations
In-Office or Remote
Mid level
Hardware • Other • Software • Appliances • Industrial • Manufacturing
The Role
The Deal Desk Operations Analyst supports sales deals by ensuring accurate structuring and compliance, facilitating approvals, and managing order bookings within a cross-functional team.
Summary Generated by Built In

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.

Key Responsibilities

Deal Desk Support

  • 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

Order Management & Deal Execution

  • 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

Cross-Functional Collaboration

  • 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

Process & Systems

  • 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

Reporting & Insights

  • 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.

Qualifications

Required

  • 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

Preferred

  • 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


#LI-CS23

About Us

Fortive Corporation Overview

Fortive’s essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.

We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.

We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact. 

At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference. 

At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone. 

At Fortive, we believe in growth. We’re honest about what’s working and what isn’t, and we never stop improving and innovating.

Fortive: For you, for us, for growth.

About the Team
About ServiceChannel

ServiceChannel empowers many of your favorite brands to take care of their brick and mortar locations. Our customers are market leaders in the retail, restaurant, grocery, convenience store, fitness, banking, education and health industries. The facilities and store operations teams at CVS, Trader Joe’s, Adidas, Louis Vuitton and Chipotle, among 500 other brands in over 70+ countries, rely on us to deliver the best possible guest and employee experience. We are the leader in our space, and we continue to earn that position by driving innovation around IOT, AI and data with our software and services.

In 2021, we joined the Fortive family of leading technology companies, united by a common purpose to make the world stronger, safer and smarter. Fortive is a Fortune 500 company and has been named by Fortune as one of the world’s most admired companies. Being part of Fortive means we are supported by a strong foundation of business systems, resources and culture, which will accelerate our growth journey!

We offer an excellent benefits package including medical, dental, vision, life and LTD insurance, HSA, and a 401(k) retirement plan.

We Are an Equal Opportunity Employer
 
Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at [email protected].  

Skills Required

  • 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
  • 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)

Fortive Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fortive and has not been reviewed or approved by Fortive.

  • Parental & Family Support Parental leave is fully paid for 12 weeks for all parents, with fertility coverage via Progyny and generous adoption/surrogacy support. Backup child and adult care plus inclusive eligibility extend support across diverse family structures.
  • Healthcare Strength Multiple PPO and HSA medical options include telemedicine and second-opinion services, alongside robust mental-health access through Spring Health with no‑cost therapy sessions. The breadth of medical and behavioral health resources is highlighted as a strength.
  • Retirement Support The 401(k) provides a competitive employer match each pay period, with an additional company retirement contribution after one year of service. Financial wellness tools and an employee stock purchase plan further bolster long‑term savings.

Fortive Insights

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The Company
HQ: Everett, WA
13,486 Employees
Year Founded: 2016

What We Do

Fortive’s essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions. We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions. We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact. At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference. At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone. At Fortive, we believe in growth. We’re honest about what’s working and what isn’t, and we never stop improving and innovating. Fortive: For you, for us, for growth.

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