The Deal Desk Analyst will:
- Act as the first-line trusted advisor for Sales on deal structure, quoting, and order form creation.
- Validate Salesforce (SFDC) opportunities, quotes, and order forms to ensure accurate deal constructs, metrics (such as Net ARR and ARR basis), and downstream bookings.
- Partner closely with Sales to interpret deal intent, advise on available options within our pricing and packaging framework, and troubleshoot quoting issues or errors in SFDC, Zuora CPQ, or related tools before engaging technical teams.
The Deal Desk Analyst will also:
- Support the end-to-end Quote to Cash process by collaborating with cross-functional partners such as Billing, Accounts Receivable, Revenue Accounting, and Channel teams to resolve issues related to subscriptions, invoicing, and collections.
- Analyze deal and quoting data to spot recurring issues or patterns, proactively recommend process or configuration improvements, and help define clear guidance for the field to reduce errors and rework.
- Participate in sales region forecast calls, quarterly business reviews, and end-of-quarter standups, providing clear updates on deal status, risks, and required actions to support accurate forecasting and smooth quarter-end execution.