Source Job

Philippines

  • Triage incoming deal submissions and change requests; own ticketing / intake workflow and SLAs.
  • Manage discounting, approval routing and exception workflows per approval matrices and pricing policy.
  • Prepare, validate and produce quotes and proposal documents (CPQ or templated quoting tools, spreadsheets, PDF proposals).

Salesforce HubSpot Excel SQL Finance

11 jobs similar to Deal Desk and Approvals Analyst

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US

  • Support Account Executives, Customer Success Managers, and Partner Managers throughout the full lifecycle of pricing, quoting, and approvals.
  • Partner with Finance and Legal to ensure that all deals meet internal policy, margin, and compliance requirements.
  • Build and maintain reports and dashboards for pipeline health, deal velocity, discount trends, and forecast accuracy.

Entersekt is a leader in digital banking fraud prevention and payment security, including mobile authentication and mobile app security. They enable secure digital transactions for leading financial institutions globally and protect the digital transactions of over 210 million active users.

US

  • Drive deal review discussions with the Sales organization.
  • Proactively drive quote and order execution through strategic deal structuring.
  • Identify opportunities to streamline and improve quote and order execution processes.

Redwood Software is a leader in full stack automation fabric solutions for mission-critical business processes. They believe in the transformative power of automation, providing solutions to orchestrate, manage, and monitor workflows across any application, service, or server. Redwood has a global team of automation experts and customer success engineers, and they focus on customer success, curiosity, and respect.

US

  • Partner directly with Account Executives to assist in building quotes and structuring deals within Nue.io CPQ and Salesforce.
  • Manage the order submission process, ensuring all deal data is accurate and audit-ready before it reaches Finance.
  • Execute contract management tasks within Ironclad, including metadata tagging and indexing of executed agreements.

XBOW is redefining the future of cybersecurity by building the world's first autonomous pentester, powered by AI. Backed by Sequoia Capital and Altimeter, and a team that includes the creators of GitHub Copilot and GitHub Advanced Security, XBOW is shaping the future of cybersecurity.

$120,000–$170,000/yr
US Canada

  • Build, enhance and manage our CPQ system (DealHub): Own guided selling flows, pricing rules, bundling, and overall setup to help Sales and Post-Sales teams work efficiently and consistently.
  • Partner with GTM teams: Work closely with Sales, Post-Sales, and Partnerships as a trusted advisor on deal structure, pricing analyses, and non-standard agreements.
  • Support financial accuracy: Collaborate with Finance, Data Strategy, and Operations to implement and update pricing inputs, ensure deal profitability, and maintain financial serviceability.

Sardine is a leader in fraud prevention and AML compliance, using device intelligence, behavior biometrics, machine learning, and AI to stop fraud before it happens. They have a remote-first work culture with hubs in the Bay Area, NYC, Austin, and Toronto, and have raised $145M from world-class investors.

Philippines

  • Own and optimize Muvr’s CRM and related GTM stack.
  • Build and maintain the revenue reporting and forecasting framework.
  • Drive sales process design and documentation.

Muvr is a fast-growing company building modern solutions to simplify moving, transportation, and logistics. They are scaling their go-to-market motion and need a Revenue Operations leader who can build predictable processes, reliable systems, and data-driven reporting to accelerate sales, marketing, and customer success.

$70,000–$80,000/yr
US

  • Research and create sales target lists of potential clients.
  • Manage all incoming client inquiries and Support a dedicated team of sales representatives.
  • Maintain accurate client data throughout CRM and different systems.

KBRA Analytics, LLC is a premier product platform for high quality data and advanced analytics. They have seasoned teams of industry specialists across each product and provide unparalleled insight creating a foundation of deeper analysis and rapid discovery for users.

$80,000–$90,000/yr
US

  • Independently support standard new business, expansion, and renewal deals.
  • Enforce pricing and approval guardrails consistently across deal types.
  • Proactively identify top issues causing friction in the sales process and present proposed solutions that will drive efficiency and speed to close.

OpenSesame is transforming workforce development with an AI-powered marketplace of over 50,000 skill-building courses. More than 2,000 companies rely on OpenSesame to develop the world’s most productive and admired workforces.

US Unlimited PTO

  • Build strong partnerships with the NAMER Central Sales team to expedite deals and enhance process efficiency.
  • Work with sales leadership to understand team success and develop a tailored enablement and partnership program; focus on strategic advice.
  • Review and evaluate deals for policy alignment, internal compliance, and booking accuracy; manage all aspects of deal execution.

Vanta helps businesses earn and prove trust by empowering companies to practice better security and prove it with ease. They have a kind and talented team, and while some have prior security experience, many have been successful without it.

US

  • Support GTM sales strategies, including territory management, target account planning and headcount growth
  • Oversee the forecast submission process, ensuring reps and managers provide accurate projections while managing and streamlining the entire forecasting workflow
  • Managing deal closing activities including sales order and PO reconciliation, correct commercial and financial data input in CPQ and CRM

NiCE Ltd. delivers software products used by global businesses to deliver customer experiences, fight financial crime, and ensure public safety. With over 8,500 employees across 30+ countries, NiCE is recognized as the market leader in its domains and excels in AI, cloud and digital.

$75,000–$95,000/yr
US

  • Support automations, data models, and new processes within the HubSpot platform.
  • Act as a point of contact for clients; proactively identify, prioritize, and communicate client engagement needs.
  • Support existing HubSpot features, including API integrations and webhooks while maintaining data integrity and governance.

Aptitude 8 is the leading HubSpot solutions consultancy for companies with complex CRM operations and ambitious growth goals. They design and implement CRM, data, automation, and RevOps solutions that unlock revenue performance and operational excellence.

$50,000–$68,000/yr
US

  • Own the end-to-end contracting workflow across customer contracts.
  • Fully manage contract-related tools such as DocuSign, including template creation, updates, testing, and configuration.
  • Lead internal training and onboarding for contract-related systems and processes.

Wayvia helps top brands stay ahead using AI, data, and innovation to shape the future of commerce. At Wayvia, you’ll find a team that’s curious, collaborative, and always up for solving what’s next; they move fast, think boldly, and support one another.