Job Description:
We are seeking an experienced Revenue Operations Analyst-Deal Desk & Order Management to support the day-to-day operational needs of our Deal Desk and Order Management teams, driving excellence across the full lead-to-cash process. This critical role serves as a key operational partner to sales, revenue operations, and finance teams, ensuring seamless execution of deals—from quote to order to revenue recognition.
The ideal candidate brings a deep understanding of both Deal Desk and Order Management operations in high-growth SaaS companies, along with strong skills in Salesforce CPQ, reporting, and advanced Excel analysis. This is a high-impact, hands-on role that blends operational support, data analytics, and process optimization.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
Salesforce & Reporting Operations
- Build and maintain reports and dashboards in Salesforce and Salesforce CPQ to support accurate pipeline, deal, and order visibility.
- Perform deep-dive analyses on discounting trends, deal velocity, and forecast accuracy across new and renewal business.
- Respond to ad hoc reporting needs from leadership, ensuring clean and actionable data for decision-making.
- Prepare reporting packages that support compliance efforts, including SOX-related reports for sales operations.
Process Improvement & Documentation
- Identify operational gaps across the lead-to-cash workflow and recommend scalable solutions to reduce inefficiencies.
- Document and standardize Deal Desk and Order Management processes, maintaining current SOPs and training guides.
- Implement automation and process enhancements to eliminate manual effort and drive repeatability.
Collaboration and Support
- Provide operational support to indirect and direct sales, finance, renewals and legal teams, ensuring a seamless and efficient quote-to-cash revenue process for both new and existing business.
- Assist with CRM and ERP system administration, supporting system enhancements, troubleshooting, and integrations.
- Participate in cross-functional initiatives to drive operational excellence across the revenue operations ecosystem.
KNOWLEDGE, SKILLS, AND ABILITIES:
Education & Experience
- Bachelor's degree in business, Finance, Operations, or a related field.
- 5–7 years of experience in Sales Operations, Revenue Operations, Deal Desk Operations, or Order Management Operations within a SaaS or technology company.
- Strong knowledge of SaaS lead-to-cash processes, including quoting, approvals, and order fulfillment.
Tools & Technical Skills
- Salesforce CRM and Salesforce CPQ: hands-on experience required.
- Advanced Excel and proficiency in other analytics tools (e.g., Tableau, Power BI).
- Experience with ERP systems (e.g., NetSuite, Oracle) is a plus.
Personal Attributes
- Exceptionally organized, analytical, and detail-oriented.
- Comfortable navigating ambiguity in a fast-paced, evolving tech environment.
- Strong communication skills and a collaborative mindset.
OTHER QUALIFICATIONS:
The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.
• Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.
• Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule – better is the enemy of done. Don’t spend hours when minutes are enough.
• Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.
• Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.
• Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you’re unsure, ask. Demonstrate unwavering support for decisions.
COMMENTS:
The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.
Vertex, Inc. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vertex, Inc. and has not been reviewed or approved by Vertex, Inc..
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Leave & Time Off Breadth — Flexible time off, including unlimited vacation for some roles, paid volunteer time, bereavement leave, sabbaticals, and observed holidays is emphasized. Occasional company shutdowns further expand time-away options.
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Parental & Family Support — Benefits span paid parental leave, adoption assistance, childcare support, fertility benefits, and structured return-to-work programs. Backup care and daycare tuition discounts reinforce family-focused support.
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Retirement Support — A 401(k) with employer matching and immediate vesting anchors long-term savings. Profit sharing and defined contribution programs complement financial security offerings.
Vertex, Inc. Insights
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What We Do
The Trusted Leader in Tax Technology. We're Vertex (VERX). A pioneer in tax automation for more than 45 years. We proudly serve over 4,000 customers worldwide with distinction and provide comprehensive tax solutions that enable global businesses to transact, comply, and grow with confidence. Our collaborative, friendly culture is the foundation of everything we do and who we are. We're proud to be an employer guided by a common purpose by building trusted relationships at work, in business and in our communities. We strive to be a values-driven employer of choice who attracts, retains, and inspires talented professionals to achieve their full potential. We employ over 1,500 full-time professionals across three continents: US, Europe, and Brazil. Our software, content, and services address the increasing complexities of global commerce and compliance by reducing friction, enhancing transparency and enabling greater confidence in meeting indirect tax obligations. As a result, our software is ubiquitous within our customers’ business systems, touching nearly every line item of every transaction that an enterprise can conduct. Our software is fueled by over 300 million data-driven effective tax rules and supports indirect tax compliance in more than 19,000 jurisdictions worldwide. We partner with the world’s most respected companies and harness their strengths to deliver the best tax technology solution to businesses across the globe. We integrate with key technology partners that span ERP, CRM, procurement, billing, POS and e-commerce platforms. We also work closely with over 50 tax, accounting and consulting firms to provide the integrated tax technology solutions.
Why Work With Us
Innovative, agile, and growth-minded professionals thrive at Vertex. Our remote-first culture offers flexibility and connection, while our focus on indirect tax technology and global expansion creates real impact. With leadership development and a strong emphasis on well-being, careers flourish here.
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