Deal Desk Analyst

Our Commercial Revenue Operations Team is seeking an experienced Deal Desk Analyst to support quote execution, pricing validation, and contract review. You'll guide GTM teams, troubleshoot quoting issues, and assist with complex deals, ensuring accuracy and efficiency across our quote-to-cash processes.

What You'll Do

• Serve as a first-line support resource for Sales and Customer Success, providing guidance on quoting, CPQ troubleshooting, discounting policies, and order form setup
• Monitor and respond to inbound deal desk requests, escalating complex issues when needed
• Validate quotes and order forms for compliance, completeness, and readiness for accounting handoff
• Collaborate with Finance, Accounting, and BizOps on monthly close activities and deal reconciliation
• Support direct deal processing in Salesforce, verifying contract terms, product SKUs, and system alignment
• Partner with Deal Desk Operations Manager to operationalize pricing models and discounting frameworks
• Maintain internal documentation, playbooks, and enablement materials; support testing and improvement of Salesforce, CPQ, and CLM workflows
• Monitor key metrics such as approval cycle times, exception volume, and quote accuracy, ensuring data integrity and continuous process improvement
  
  

Your First 90 Days

In your first 30 days:

• Learn internal deal desk processes, tools, and workflows (Salesforce, CPQ, CLM)
• Build relationships with Sales, Customer Success, Finance, and Operations teams
• Observe and assist with deal desk requests and quoting issues
  
  

In your first 60 days:

• Begin independently supporting quoting requests, troubleshooting CPQ issues, and validating order forms
• Identify recurring challenges or gaps in processes and propose improvements
• Collaborate with GTM teams to understand new pricing models and discounting frameworks
  
  

In your first 90 days:

• Take full ownership of day-to-day deal desk support during high-volume periods
• Partner with leadership to ensure deals meet booking requirements and maintain system data integrity
• Contribute to internal documentation, enablement materials, and process improvement initiatives
  
  

Who You Are

• 3 years in deal desk management
• Strong analytical and strategic thinking skills
• Excellent problem-solving skills and ability to work independently
• Proficient in Salesforce and Salesforce CPQ
• Strong communication and collaboration skills
• Comfortable in a fast-paced, dynamic environment managing multiple issues concurrently
  
  

Differentiators

• Deep understanding of sales processes and deal structuring best practices
• Self-starter with a proactive approach to identifying and resolving issues
• Proven experience managing contracts
• Experience with Salesforce CPQ and other pricing tools
  
  

Our Values

• We are a Team. Employees, customers, and partners working together.
• We are Customer-Focused. Customers are the heart of everything we do.
• We are Driven. Seeking exceptional outcomes.
• We Own our Success. Every employee has a stake in our company.
• We do the right thing and have fun in the process.
  
  

The salary range for this opportunity is $68,000 - $80,000 per year. You will be eligible for employee equity and discretionary bonus compensation, subject to plans that may be in effect from time to time. You will further be eligible to participate in Unanet's employee benefits plans and programs. For more details on Unanet's benefits offerings, please visit https://unanet.com/employee-benefits.

Unanet is proud to be an Equal Opportunity Employer. Applicants will be considered for positions without regard to race, religion, sex, national origin, age, disability, veteran status or any other consideration made unlawful by applicable federal, state or local laws.