Unanet

Deal Desk Analyst

Unanet

full-time

Posted on:

Location: 🇺🇸 United States

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Salary

💰 $68,000 - $80,000 per year

Job Level

Mid-LevelSenior

About the role

  • 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.

Requirements

  • 3+ years in deal desk management
  • Strong analytical and strategic thinking skills
  • Excellent problem-solving skills and ability to work independently
  • Proficient in Salesforce and Salesforce CPQ
  • Strong communication and collaboration skills
  • Comfortable in a fast-paced, dynamic environment managing multiple issues concurrently
  • Deep understanding of sales processes and deal structuring best practices
  • Self-starter with a proactive approach to identifying and resolving issues
  • Proven experience managing contracts
  • Experience with Salesforce CPQ and other pricing tools
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