Deal Desk Analyst

Gladly

Deal Desk Analyst supporting deal closing operations and commercial finance at Gladly. Collaborating with teams on quote-to-cash workflow with a focus on operational effectiveness.

Posted 4/30/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $85,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

2-4 years of experience in deal desk, commercial finance, revenue operations, sales operations, or a related operational finance role. B2B SaaS experience is a plus but not required
Based in the US with the ability to work standard US business hours
Exposure to deal desk or quote-to-cash processes: you have some familiarity with deal review, pricing compliance, approval workflows, or commercial operations even if you have not owned the full function
Salesforce experience: comfortable navigating the platform and working with deal data. Admin-level experience is a plus
Familiarity with SaaS business model fundamentals: ARR, ACV, and how subscription revenue works. You do not need to be an expert, but you should understand the basics
Comfortable with spreadsheets: Google Sheets or Excel at an intermediate-to-advanced level (formulas, pivot tables, data analysis)
Strong attention to detail and follow-through. You notice when something is off and you do not let it slide
A bias toward action and execution. You do not need to be told what to do next, you figure it out
Collaborative and communicative: you over-communicate, you ask good questions, and you are comfortable working across teams
DealHub, CPQ, or deal desk systems experience is a strong differentiator

Benefits

Comp & perks

Competitive salaries, stock options, and comprehensive benefits
Generous paid time off, parental leave, and home office stipends
A fully remote work environment with opportunities for in-person team gatherings
A strong commitment to professional growth and an inclusive workplace where diverse perspectives thrive
A company where AI is not a buzzword. We build AI products and we expect our team to use AI tools daily

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

deal deskcommercial financerevenue operationssales operationspricing compliancedata analysisautomationspreadsheet proficiencydeal reviewquote-to-cash

Soft Skills

attention to detailbias toward actioncollaborationcommunicationproblem-solvingcuriosityindependenceprocess improvementfollow-throughadaptability