Senior Deal Desk Analyst

Instrumentl

Senior Deal Desk Analyst owning quote-to-cash processes at Instrumentl. Working with AEs and finance to streamline sales and renewals for grant-funded organizations.

Posted 7/22/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $90,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in end-to-end deal management, including invoicing and revenue operations, with a strong focus on utilizing tools like Stripe and CPQ/CRM systems to streamline processes. Capable of training and guiding teams on billing practices while ensuring compliance with financial standards.

Highest-signal resume keywords

Deal Desk ManagementRevenue OperationsStripe InvoicingCPQ Tool ConfigurationSaaS Subscription Billing

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

End-to-End Quote-To-CashAnalytical JudgmentSpreadsheet ProficiencyModeling Deal TermsBilling Operations

Soft Skills

Training Non-Finance TeammatesProblem Solving

Tools & Technologies

StripeHubSpotSalesforceCPQ Tools

Industry Keywords

SaaSSubscription BillingAccounting Close CycleCustomer Success

About the role

Key responsibilities & impact

Own the deal path, end to end
Review and approve standard order forms, discounts, and payment terms so AEs can close without a bottleneck
Lead the most complicated new deals and renewals: multi-year, custom payment structures, non-standard terms
Partner with AEs before quotes go out so we shape deals we can actually book and invoice cleanly
Act as our POC with our outside commercial counsel to review customer redlines and legal communications
Redesign our manual invoice / order form process into something an AE can drive independently, with your review at the tail end
Build the checks, templates, and CPQ/CRM configuration that keep AE-driven deals inside the guardrails
Track where standard requests still get stuck and remove the friction, whether it lives in HubSpot, Stripe, or our internal process
Work with the Customer Success team so they can independently handle common invoicing changes, refunds, and Stripe actions on behalf of customers
Write the playbooks and set the guardrails so CS knows when they can act and when to loop you in
Make sure deals close in a way Finance can recognize cleanly: correct billing terms, clean Stripe records, accurate CRM data
Partner with Accounting on month-end cleanup for anything non-standard that hit the ledger

Requirements

What you’ll need

3-7 years in deal desk, revenue operations, billing operations, or a similar seat where you owned end-to-end quote-to-cash
Working fluency in Stripe: invoicing, subscriptions, refunds, disputes
Hands-on experience with a CPQ tool and a CRM (HubSpot or Salesforce), including configuring rules and approval flows
Strong spreadsheet and analytical judgment; comfortable modeling deal terms and spotting outliers
SaaS subscription billing experience, especially with multi-year, education, or nonprofit customers
Familiarity with the accounting close cycle enough to know why clean upstream data matters downstream (Nice to have)
Experience training non-finance teammates (AEs, CSMs) on billing tools and processes (Nice to have)
Comfort using AI tools to speed up routine ops work (Nice to have)

Benefits

Comp & perks

100% covered health, dental, and vision insurance for employees (50% for dependents)
Generous PTO, including parental leave
401(k)
Company laptop and home-office stipend
Bi-annual company retreats