The Deal Desk Analyst supports the full deal lifecycle from opportunity qualification through contract execution. Responsibilities include maintaining Salesforce data integrity, supporting deal modeling, drafting memos, coordinating stakeholders, and developing scalable processes to improve deal velocity. The role analyzes pricing, commercial terms, profitability, and revenue implications, facilitates deal progression with cross-functional teams, ensures accurate deal documentation, and provides reporting for executive reviews. The Analyst develops playbooks, deal matrices, and decision-making frameworks to improve operational efficiency. Requires 2-5 years experience, Bachelor's degree or equivalent, strong analytical skills, and proficiency with Salesforce. Location: New York, NY. Salary range: $71,731.09 - $107,596.64.
What you'll do
Support development and review of financial deal models across all opportunities
Draft professional memos and coordinate supporting documentation for stakeholder and executive approvals
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Analyze commercial terms, pricing structures, profitability, and revenue implications to support deal reviews
Facilitate deal progression by partnering with Sales, Finance, Legal, Revenue Operations, and Leadership teams
Maintain accurate and complete Salesforce opportunity records to support pipeline management
Ensure required fields, pricing data, deal stages, and commercial terms are properly documented and maintained
Support process governance and data validation efforts to improve data accuracy and operational reporting
Identify and resolve data inconsistencies and process gaps in the deal lifecycle
Ensure deal documentation and financial assumptions are accurately captured
Provide reporting and insights to support executive and business reviews
Identify recurring deal structures, pricing models, and commercial patterns to develop scalable playbooks and best practices
Build and maintain deal matrices, operating procedures, and decision-making frameworks to improve consistency and efficiency
Act as liaison between Sales, Finance, Legal, Revenue Recognition, Operations, and Leadership teams to drive company growth
Ensure alignment across stakeholders and proactively communicate risks, dependencies, and approval requirements
Requirements
Bachelor's Degree or equivalent combination of coursework and experience
2-5 years relevant work experience
Strong attention to detail
Analytical thinking and pattern recognition
Experience maintaining Salesforce data integrity
Ability to draft professional memos and coordinate documentation
Experience supporting deal modeling and financial analysis
Strong collaboration and communication skills
Tech stack
Salesforce
Benefits
Base pay within range $71,731.09 - $107,596.64 depending on experienceCommission or bonus eligibility depending on positionComprehensive benefits supporting physical, financial, and emotional well-beingPersonalized support through various life milestonesAccess to expert guidance and always-on tools
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