Deals Operations Analyst

Posted 2 Days Ago
Be an Early Applicant
Heredia, Heredia, CRI
In-Office
Mid level
Cloud • Information Technology • Internet of Things • Professional Services • Software
The Role
Support end-to-end opportunity-to-booking processes for SaaS sales: manage quoting, opportunity administration, booking execution, revenue recognition compliance, Salesforce/CPQ troubleshooting, data cleansing, cross-functional coordination, and process improvement to accelerate deal velocity and maintain transaction integrity across North America.
Summary Generated by Built In

Meet the Team

The Deal Operations team serves as a strategic partner to our Sales organization, supporting the end-to-end sales transaction lifecycle through operational excellence, process governance, data integrity, and deal execution support. We collaborate closely with Sales, Partner Operations, Distribution Operations, Order Management, Finance, and other cross-functional teams to ensure accurate quote-to-book processes, transaction compliance, and exceptional support for our internal stakeholders.

Our team operates in a fast-paced, high-volume environment where attention to detail, problem-solving, and customer focus are critical to success. We are passionate about enabling our sales teams through scalable processes, system expertise, and continuous improvement initiatives that help drive business growth and operational efficiency.

As a Deal Operations Analyst, you will play a critical role in supporting the sales organization through transaction management, quoting support, opportunity administration, and booking execution while ensuring compliance with operational and financial policies. You will become an integral part of a collaborative and dynamic team that directly impacts revenue generation, data quality, and operational excellence across North America.

Your Impact

  • Oversee the full opportunity-to-booking lifecycle, ensuring all transactions align with corporate policies, booking requirements, and operational standards.
  • Serve as a trusted advisor to Sales teams, providing guidance on account management, opportunity administration, and complex quoting processes to accelerate deal velocity.
  • Proactively identify and resolve roadblocks in the deal lifecycle, ensuring compliance and accuracy, particularly during high-volume periods such as month-end, quarter-end, and year-end close.
  • Troubleshoot Salesforce and Salesforce CPQ system errors, perform root-cause analysis, and maintain high data quality through proactive cleansing and enrichment initiatives.
  • Partner with Partner Operations, Distribution Operations, Order Management, Finance, and Sales Operations to ensure seamless transaction processing and revenue recognition.
  • Maintain documentation of recurring challenges to identify and implement process improvements that drive operational efficiency and system adoption.
  • Reconcile sales transactions against reported bookings to ensure data integrity and provide clear, actionable direction for non-compliant order remediation.

Minimum Qualifications

  • Bachelor’s degree in Business, Finance, Operations, Information Systems, or equivalent practical experience.
  • Proven experience supporting SaaS or software technology sales organizations.
  • Advanced expertise in Salesforce and Salesforce CPQ (Configure, Price, Quote).
  • Strong background in Deal Operations, Sales Operations, Revenue Operations, or Order Management.
  • Comprehensive understanding of the opportunity-to-booking process, deal lifecycle management, and revenue recognition requirements.
  • Familiarity with partner sales models, distribution channels, and complex order management workflows.
  • Ability to maintain consistent coverage during North American business hours and collaborate effectively across multiple U.S. time zones.
  • Flexibility to provide dedicated support during critical business cycles, including month-end, quarter-end, and year-end financial close activities.

Preferred Qualifications

  • Demonstrated ability to perform complex data analysis, validate transaction accuracy, and identify systemic issues.
  • Strong problem-solving skills with a focus on investigating system behaviors and driving root-cause resolution.
  • Proven track record of identifying inefficiencies and implementing scalable process enhancements.
  • Excellent verbal and written communication skills with the ability to influence cross-functional stakeholders.
  • Ability to manage multiple high-priority tasks simultaneously in a fast-paced, dynamic environment.
  • Proven ability to maintain high quality of work and customer service standards under pressure.
  • Ability to work autonomously while maintaining a collaborative, team-oriented mindset.
Why Cisco? 

At Cisco, we’re revolutionizing how data and infrastructure connect and protect organizations in the AI era – and beyond. We’ve been innovating fearlessly for 40 years to create solutions that power how humans and technology work together across the physical and digital worlds. These solutions provide customers with unparalleled security, visibility, and insights across the entire digital footprint.

Fueled by the depth and breadth of our technology, we experiment and create meaningful solutions. Add to that our worldwide network of doers and experts, and you’ll see that the opportunities to grow and build are limitless. We work as a team, collaborating with empathy to make really big things happen on a global scale. Because our solutions are everywhere, our impact is everywhere. 

We are Cisco, and our power starts with you. 

Skills Required

  • Bachelor's degree in Business, Finance, Operations, Information Systems, or equivalent practical experience.
  • Proven experience supporting SaaS or software technology sales organizations.
  • Advanced expertise in Salesforce and Salesforce CPQ (Configure, Price, Quote).
  • Strong background in Deal Operations, Sales Operations, Revenue Operations, or Order Management.
  • Comprehensive understanding of the opportunity-to-booking process, deal lifecycle management, and revenue recognition requirements.
  • Familiarity with partner sales models, distribution channels, and complex order management workflows.
  • Ability to maintain consistent coverage during North American business hours and collaborate across multiple U.S. time zones.
  • Flexibility to provide dedicated support during month-end, quarter-end, and year-end financial close activities.
  • Demonstrated ability to perform complex data analysis, validate transaction accuracy, and identify systemic issues.
  • Strong problem-solving skills focused on investigating system behaviors and driving root-cause resolution.
  • Proven track record of identifying inefficiencies and implementing scalable process enhancements.
  • Excellent verbal and written communication skills with the ability to influence cross-functional stakeholders.
  • Ability to manage multiple high-priority tasks simultaneously in a fast-paced, dynamic environment.
  • Proven ability to maintain high quality of work and customer service standards under pressure.
  • Ability to work autonomously while maintaining a collaborative, team-oriented mindset.

Cisco Compensation & Benefits Highlights

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

  • Healthcare Strength Comprehensive medical, dental, and vision coverage, mental health support via an EAP, and access to on-site or virtual health centers indicate robust healthcare offerings. Wellness programs, fitness resources, and specialized services further reinforce coverage depth.
  • Leave & Time Off Breadth Generous PTO, a global minimum for paid parental leave, and unique programs like company-wide recharge days and paid volunteer time expand time-away options. Additional offerings such as Critical Time Off and adoption assistance add flexibility for life events.
  • Equity Value & Accessibility Restricted stock units and a discounted employee stock purchase plan are meaningful elements of total compensation. The prominence of equity can materially augment overall pay packages alongside salary and bonuses.

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The Company
HQ: San Jose, CA
77,500 Employees
Year Founded: 1984

What We Do

Cisco (NASDAQ: CSCO) enables people to make powerful connections--whether in business, education, philanthropy, or creativity. Cisco hardware, software, and service offerings are used to create the Internet solutions that make networks possible--providing easy access to information anywhere, at any time. Cisco was founded in 1984 by a small group of computer scientists from Stanford University. Since the company's inception, Cisco engineers have been leaders in the development of Internet Protocol (IP)-based networking technologies. Today, with more than 71,000 employees worldwide, this tradition of innovation continues with industry-leading products and solutions in the company's core development areas of routing and switching, as well as in advanced technologies such as home networking, IP telephony, optical networking, security, storage area networking, and wireless technology. In addition to its products, Cisco provides a broad range of service offerings, including technical support and advanced services. Cisco sells its products and services, both directly through its own sales force as well as through its channel partners, to large enterprises, commercial businesses, service providers, and consumers.

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