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Deal Desk Analyst

May 15, 2025May 15, 2025

Deal Desk Analyst

CompanyCockroach Labs
LocationCalifornia, USA
Salary$116000 – $150000
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level, Senior

Requirements

  • 5-7+ years of experience in Deal Desk, financial analysis, sales operations, pricing, or related fields.
  • Proven ability to collaborate with multiple departments and influence at all organizational levels.
  • Strong customer-focused attitude with a proactive and energetic work ethic.
  • Excellent communication and interpersonal skills.
  • Superior organizational skills with the ability to manage multiple priorities with attention to detail.
  • Comfortable in a dynamic, fast-paced, high-growth technology environment.
  • Bachelor’s degree (BA or BS) required.
  • Proficiency in Salesforce CRM; experience with Salesforce CPQ is a plus.

Responsibilities

  • Provide strategic business, pricing, product knowledge, and analytical support to sales for large, complex, non-standard transactions.
  • Collaborate with designated sales teams to offer pricing and deal structuring guidance.
  • Act as a trusted advisor to sales, offering coaching on objection handling, standard terms, and contract structures.
  • Facilitate deal approvals and contract document generation in alignment with established policies and processes.
  • Improve and automate deal desk workflows, including approval routing, alerts, and standardized contract terms.
  • Own Quote-to-Cash (QTC) processes across the opportunity lifecycle, ensuring data accuracy for forecasting and reporting.
  • Collaborate with internal partners (Legal, Revenue Recognition, Finance) to expedite reviews and approvals.
  • Identify training needs and create enablement tools such as FAQs, templates, and playbooks.
  • Drive process improvements, tool enhancements, and best practices to support scalable deal desk operations.
  • Contribute to operational readiness for new business lines and system integrations.
  • Support Revenue Operations projects and initiatives as required.

Preferred Qualifications

  • Experience with Salesforce CPQ is a plus.


TaggedBachelor'sCockroach LabsCustomer SuccessFinance & Operations & StrategyMid LevelSales & Account ManagementSenior

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