- Company Name
- Alida
- Job Title
- Deal Desk Analyst
- Job Description
-
Job Title: Deal Desk Analyst
Role Summary
Accelerate and streamline SaaS deal execution within Revenue Operations. Act as the central point for creating and approving Order Forms, SOWs, and amendments, managing Salesforce opportunities, ensuring compliance with commercial terms, pricing, and revenue recognition, and facilitating cross‑functional collaboration between Sales, Finance, Legal, and Product teams.
Expectations
- Deliver high‑quality, compliant deal documents and Salesforce data on a fast‑paced schedule.
- Act as a trusted advisor to internal stakeholders, providing clear guidance on deal structuring, pricing approvals, and contract negotiations.
- Drive continuous process improvement to increase efficiency, reduce errors, and enhance data hygiene.
Key Responsibilities
- Generate standard and customized Order Forms, SOWs, and amendments for new business, expansions, and renewals.
- Redline non‑standard commercial terms, coordinate approvals, and enforce compliance with company policies.
- Resolve discrepancies with Legal, Finance, and Product Owners to ensure alignment.
- Track and optimize opportunities in Salesforce CRM; maintain data quality and timely follow‑ups.
- Produce reporting, forecasting dashboards, and revenue‑recognition aligned insights.
- Liaise with Accounting to reconcile NetSuite entries, billing clarifications, and revenue recognition rules.
- Onboard and train Sales and Customer Success teams on Salesforce + CPQ usage; respond to daily queries from stakeholders.
- Identify inefficiencies, recommend workflow enhancements, and collaborate with IT on Salesforce/CPQ improvements.
Required Skills
- Bachelor’s degree in Business, Finance, Accounting or related field.
- 1‑2 years of experience in Deal Desk, Revenue Operations, Finance, or related roles (internships/project experience acceptable).
- Proficient with Salesforce CRM and CPQ tools; experience managing opportunities and pipeline.
- Ability to redline and negotiate contractual terms.
- Strong communication, stakeholder management, and cross‑functional collaboration skills.
- Knowledge of accounting entries, billing processes, and revenue recognition principles.
- Analytical mindset: identify problems, interpret data, and propose actionable solutions.
- Advanced proficiency in MS Word, Excel, Google Docs, and Sheets.
- Self‑motivated, detail‑oriented, excellent time management, and ability to multitask in a dynamic environment.
Required Education & Certifications
- Bachelor’s degree (Business, Finance, Accounting, or equivalent).
- No additional certifications required.