Gladly

Analyst

• Support deal reviews for completeness, accuracy, and compliance before close, working alongside senior Finance teammates to ensure deals are structured correctly across pricing, discounting, and contract terms
• Help manage the day-to-day quote-to-cash workflow in Salesforce: deal progression tracking, certification process management, renewals tracking, and pipeline reporting
• Maintain a clean approval audit trail and deal log to support accurate pipeline reporting and downstream revenue recognition
• Learn and apply pricing compliance guidelines, discount thresholds, and revenue recognition requirements (ASC 606) with increasing independence over time
• Support the margin calculator used to evaluate pricing structures on enterprise deals, building comfort with how AI vs. Team margin dynamics affect deal economics
• Flag friction points in the Deal Desk process and bring ideas for improvement to the team
• Help support deal desk systems including DealHub (CPQ) and Salesforce, contributing to data integrity and process consistency under the guidance of the Systems Design team
• Assist with configuring and optimizing deal desk tooling, including approval workflows, pricing rules, and quote templates
• Help identify opportunities to automate recurring processes and reduce manual effort across the deal desk function
• Show genuine curiosity about AI tools (Claude, ChatGPT, Copilot, or similar) and a willingness to learn how they can help you move faster and reduce the lift on repetitive tasks
• Apply an automation-first lens to your own work: if you are doing something manually more than twice, start thinking about how to streamline it
• Partner with the Finance team on identifying and implementing AI-assisted workflows across Deal Desk processes

Deal Desk Analyst

Full-stack Engineer

• Lead Major AI & Automation Initiatives
• Ship Real Products
• Design Foundational Systems
• Collaborate Closely
• Drive Innovation

Deal Desk Analyst

Staff Software Engineer, AI – Automation