Deal Desk Analyst (Remote)
AuditBoard68,000 - 102,000 USD/year
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Customer Service, Software & TechnologyIndustries
Requirements
Candidates should possess a Bachelor’s degree in Business, Finance, Economics, or a related field, along with 3+ years of experience in a Deal Desk, Sales Operations, Finance, or related role. Strong analytical and problem-solving skills with attention to detail are required, and familiarity with CRM/CPQ systems, particularly Salesforce, is highly preferred. Comfort working across time zones and functions, coupled with excellent interpersonal communication skills, is also necessary.
Responsibilities
The Deal Desk Analyst will act as a key liaison between Sales, Finance, Legal, and Operations to ensure deals are processed efficiently and accurately, supporting the end-to-end deal process and workflows relating to pricing, discounting, contract review, and approvals for new logos, expansions, and renewals. They will ensure the accuracy of subscription data within the systems of record, review quotes and proposals to ensure compliance with pricing policies, revenue recognition standards, and commercial terms, and help optimize the quote-to-cash process by identifying and implementing operational improvements. Additionally, the analyst will support training and enablement for sales teams on deal processes and ensure accurate and timely data entry in CRM and CPQ systems.
Skills
Sales Operations
Deal Structuring
Contract Review
Pricing
Discounting
Cross-functional Collaboration
Finance
Legal
Operations
Glia
Digital customer service solutions for banks
About Glia
Glia provides digital customer service solutions specifically designed for financial institutions like banks and credit unions. Their platform includes various tools such as messaging, video, voice, and CoBrowsing, which allows customer service agents to interact with a customer's web browser in real-time. This technology enables financial institutions to engage with customers across multiple digital channels, allowing seamless transitions between chat, video calls, and voice calls without losing context. Glia's goal is to enhance customer service efficiency and user experience, ultimately improving customer satisfaction and loyalty. Unlike competitors, Glia focuses on the financial services sector, offering a tailored service that helps institutions modernize their customer interactions and increase online loan applications. By providing these tools as a service, Glia aims to help financial institutions deliver personalized support and boost customer retention.
Key Metrics
New York City, New YorkHeadquarters
2012Year Founded
$147.8MTotal Funding
SERIES_DCompany Stage
AI & Machine Learning, Financial ServicesIndustries
201-500Employees