Senior Deal Desk Analyst – Bay Area

Eve

Deal Desk Analyst managing workflows and optimizing processes for an AI-powered legal firm. Collaborating with sales and operations teams to ensure compliance and efficiency.

Posted 7/27/2026full-timeSan Mateo • California • 🇺🇸 United StatesSenior💰 $110,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing deal workflows, ensuring compliance and accuracy while leveraging financial acumen and operational efficiency. Proficient in utilizing CPQ tools and CRM platforms to enhance sales operations and drive revenue retention strategies.

Highest-signal resume keywords

Deal Desk ManagementCPQ Tools ExperienceFinancial AcumenSaaS Revenue RetentionProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Deal ModelingMargin AnalysisDiscount GovernanceRevenue RecognitionWorkflow Automation

Soft Skills

Effective CommunicationInitiativeSound Judgment

Tools & Technologies

DealHubHubSpotSalesforce

Industry Keywords

B2B SaaSRenewals OperationsCommercial OperationsQuote-to-Cash LifecycleRevenue Forecasting

About the role

Key responsibilities & impact

Manage deal workflows across new business, renewals, and expansions from intake through booking, ensuring accuracy, compliance, and timely execution.
Review pricing, discounting, contract terms, and billing arrangements for alignment with commercial policy, financial objectives, and revenue recognition requirements.
Administer approval workflows, escalating non-standard transactions and complex deal structures while maintaining visibility into high-priority opportunities.
Partner with Sales, CS, Finance, Legal, and RevOps to support renewal strategy, retention, expansion, and successful execution of commercial agreements.
Identify inefficiencies within the quote-to-cash lifecycle and develop scalable, repeatable processes that improve operational consistency and audibility.
Track Deal Desk and renewal performance metrics, analyze trends, and leverage insights to drive continuous process improvement.
Evaluate AI-powered tools and automation to streamline quoting, approvals, contract review, and deal analysis while championing a continuous-improvement mindset.

Requirements

What you’ll need

5+ years of total experience incorporating both Operations and execution; in deal desk, sales operations, Renewals Operations, commercial operations, or a related function in a high-growth B2B SaaS environment.
Proven track record turning undefined, manual processes into repeatable, scalable and repeatable automated processes.
Hands-on experience with CPQ tools (DealHub preferred), CRM platforms (HubSpot or Salesforce).
Strong financial acumen: comfortable with deal modeling, margin analysis, discount governance, and revenue recognition principles.
Understanding of SaaS revenue retention concepts, including GRR, NRR, renewal forecasting, and the commercial drivers of retention and expansion.
Experience leveraging AI-powered tools and automation to improve operational efficiency, streamline workflows, and support scalable business processes.
Ability to communicate complex commercial topics clearly and effectively to a variety of stakeholders, adapting messaging to the needs of different audiences.
Demonstrates initiative and sound judgment, with the ability to move work forward and make thoughtful decisions in evolving or ambiguous situations.

Benefits

Comp & perks

💰 Competitive Salary & Equity
💹 401(k) Program with Employer Matching
⚕️ Health, Dental, Vision and Life Insurance
🩼 Short Term and Long Term Disability
🚗 Commuter Benefits*
🧑‍💻 Autonomous Work Environment
🖥️ Workplace Setup Reimbursement
🏠 Telecomm Stipend
🏝 Flexible Time Off (FTO) + Holidays
🚀 Quarterly Team Gatherings
🥪 In office Perks*