Unanet

Analyst

• Support quote execution, pricing validation, and contract review across quote-to-cash processes.
• Serve as a first-line support resource for Sales and Customer Success on quoting, CPQ troubleshooting, discounting policies, and order form setup.
• Monitor and respond to inbound deal desk requests and escalate 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 the 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 to ensure data integrity and continuous improvement.
• First 30 days: Learn internal deal desk processes, tools, and workflows; build relationships; observe and assist with requests.
• First 60 days: Independently support quoting requests, troubleshoot CPQ issues, validate order forms, and propose process improvements.
• First 90 days: Take full ownership of day-to-day deal desk support during high-volume periods and contribute to documentation and process improvements.

Deal Desk Analyst

General Counsel

• Manage high-volume legal ticketing system for customer success and sales teams (email, Slack, Salesforce legal cases)
• Provide timely, business-focused legal guidance on customer contracts and customer inquiries
• Develop efficient processes to prioritize and address legal requests
• Review, draft, and negotiate vendor agreements, NDAs, and other commercial contracts
• Support partner team with partner agreements and relationship management
• Maintain and update contract templates to reflect current business needs and legal requirements
• Manage IP portfolio including trademarks, open-source code libraries, and software licensing
• Conduct and assist with privacy and security reviews for product development and data handling
• Develop and maintain compliance programs
• Create and deliver legal training programs for employees
• Support M&A activities including due diligence, integration, and post-acquisition matters
• Provide legal guidance on regulatory compliance
• Assist marketing team with IP protection, content review, and promotional compliance
• Collaborate with product teams on feature development legal requirements and regulatory compliance

Deal Desk Analyst

Associate General Counsel