Eve

1 month ago

Senior Deal Desk Analyst (Bay Area, Mountain or Central Time Zone)

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Last checked: 1 hour agoStatus: Live

Job Summary

Own deal desk workflows across new business, renewals, and expansions from intake through booking, ensuring deal accuracy, compliance, and timely execution. Review pricing, discounts, contract terms, and billing arrangements aligned to policy and revenue recognition. Manage approval workflows, escalate non-standard deals, and partner with Sales, Customer Success, Finance, Legal, and RevOps to support retention and expansion. Identify quote-to-cash inefficiencies and use AI-powered tools and automation to improve process consistency and performance reporting.

Location: San Mateo, United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Revenue Operations (RevOps)

Seniority: Mid level

Key Responsibilities

•Manage deal workflows across new business, renewals, and expansions from intake through booking with accuracy, compliance, and timely execution.
•Review pricing, discounting, contract terms, and billing arrangements for alignment with commercial policy and revenue recognition requirements.
•Administer approval workflows, escalating non-standard transactions and maintaining visibility into high-priority opportunities.
•Partner with Sales, Customer Success, Finance, Legal, and RevOps to support renewal strategy, retention, expansion, and successful agreement execution.
•Track deal desk and renewal performance metrics, identify quote-to-cash inefficiencies, and evaluate AI-powered tools/automation to improve operational consistency and audibility.

Pay and Benefits

Salary: USD 110,000 - 160,000 annually

Perks:401kHealth InsuranceDentalVisionLife InsuranceLong-term DisabilityCommuter BenefitsTelecomm Stipend

Key Requirements

•5+ years of total experience combining operations and execution in deal desk, sales operations, renewals operations, or commercial operations within a high-growth B2B SaaS environment.
•Proven ability to turn manual/undefined processes into repeatable, scalable workflows.
•Hands-on experience with CPQ tools (DealHub preferred) and CRM platforms (HubSpot or Salesforce).
•Strong financial acumen, including deal modeling, margin analysis, discount governance, and revenue recognition principles.
•Understanding of SaaS revenue retention concepts such as GRR, NRR, and renewal forecasting.

Experience:5+ yearsB2B SaaSHigh-growthDeal deskRenewals

Education:Bachelor's in Business, Finance, Accounting, or related field

Skills:CommunicationInitiativeSound judgmentStakeholder management

Languages:English

Tech Stack:DealHubCPQHubSpotSalesforceExcelGoogle SheetsBIOpenAIAnthropic

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