Deal Desk Analyst

About the role

The Deal Desk Analyst acts as the bridge between Sales, Customer Success, Finance and Legal, managing end-to-end quoting and eliminating backlog across the Quote-to-Cash (Q2C) lifecycle. The role brings structure, accuracy and speed to non-standard deal structures while protecting financial integrity and compliance. It is a full-time, exempt position in the Oakland, CA office with a hybrid schedule (in the office M/W/Th, home on T/F).

Key responsibilities

• Manage end-to-end quoting for new business, renewals and complex amendments using Salesforce CPQ.
• Own the Salesforce and Zendesk queue, handling intake, triage and escalation of Q2C requests within SLAs.
• Work with Finance and Legal on non-standard terms, system inefficiencies and adherence to price books and discount thresholds.
• Help standardize deal workflows and systemize escalations in Salesforce for Go-To-Market teams.
• Ensure transactions meet financial compliance standards without downstream billing issues.

Required profile

• At least 4 years of experience in Deal Desk, Sales Operations or Revenue Operations, including ownership of quoting for new business, renewals and complex amendments.
• Experience balancing sales velocity with revenue integrity and compliance guardrails.
• Background in SaaS or Legal Tech environments with strong attention to detail.
• Clear communicator able to explain complex commercial concepts to Sales, Customer Success, Finance, Legal and technical partners.
• Authorized to work in the United States; no visa sponsorship available.

Required skills

• Advanced proficiency in Salesforce CPQ (or a similar quoting tool), including configuring products and bundles, applying price rules and troubleshooting quote logic.
• Experience with Salesforce and Zendesk.

What we offer

• Salary range of $111,000 - $140,000, plus eligibility for equity.
• Medical, dental and vision coverage, flexible spending accounts, mental health membership, paid parental leave, and life and disability insurance.
• 401(k) with up to 4% company match.
• 17 paid vacation days, 11 federal holidays, paid sick leave and four extra paid days off per year.
• Learning budget, monthly home internet reimbursement and desk setup stipend.
• Catered lunches, snacks and company events, with hybrid work and regular work-from-home days.