Deal Desk Analyst

Position Overview

• Location Type:
• Job Type: Full-time
• Salary:

Twingate is building a modern remote access solution that simplifies and improves the way businesses secure access to their cloud, SaaS, and on-prem resources. Twingate is backed by leading investors such as BOND, WndrCo, 8VC, Green Bay Ventures, SignalFire, and Dropbox founders Drew Houston and Arash Ferdowsi. Our investors share our belief that in a world where workforces are becoming increasingly distributed, it is critical to be able to effectively secure access to apps, data, and environments.

As part of our company culture, our belief in putting the customer first permeates our thinking in everything from our customer communications to the design process behind the product itself. If you take pride in creating experiences with the customer firmly at the center of the picture, we'd love to work with you.

We are looking for a Deal Desk Analyst to join our Finance team to support a high growth, fast paced go-to-market (GTM) organization. You will sit at the intersection of our GTM and G&A functions and play a key role in aligning our Sales, Legal, and Customer Success teams through data, systems, and strategy. You will assist in managing deal desk flow, operations analysis, and ensuring accurate reporting across all of our systems. Strong candidates will blend finance, accounting and legal acumen as well as general strong business judgement. We’re looking for an individual who is solutions oriented, has strong interpersonal skills, exceptional attention to detail and has experience working with large data sets.

Responsibilities

• Sit at the intersection of Sales, Legal, Finance, and Accounting, acting as a cross-functional partner, assisting in deal flow, and driving sustainable growth while minimizing sales cycle times.
• Own the reporting function by managing account and opportunity ownership, provisioning customer accounts, and recording relevant contractual terms for a seamless renewal process.
• Maintain Marketplace operations by creating private offers, managing active entitlements, and reconciling customer payments (AWS, GCP, and Azure).
• Assist in maintaining the accuracy across all CRM systems by performing regular audits.
• Partner with Finance, Sales, and Customer Success teams to analyze performance, identify trends, and deliver actionable insights on a weekly cadence.
• Play a key role in scaling the Deal Desk operation by testing new applications and workflows that will effectively support the increase in transactional volume and overall business growth.
• Manage the end-to-end order form creation process, ensuring accuracy, adherence to company policies, and compliance with legal requirements.
• Assist in creating documentation on our processes, best practices, and system requirements.
• Monitor and respond to customer email inquiries in a timely and professional manner.
• Assist with ad hoc requests from GTM teams to support ongoing projects and initiatives.

Qualifications

• 2+ years of experience in SaaS/B2B industry, specifically with order management, finance operations, deal desk, or sales operations.
• Strong verbal and written communication skills, with experience collaborating with US-based stakeholders.
• Strong analytical, strategic thinking, and problem-solving skills.
• General understanding of the order-to-cash cycle and experience in building related processes.
• Experience working with contracting systems, payment processors, and CRM systems a plus (e.g. Salesforce, Chargebee, Stripe, DocuSign, QuickBooks, CPQ systems).
• Strong proficiency of Microsoft Office and Google Workspace, particularly with Excel, Google Docs, Google Sheets, and Google Slides, and ability to work with large datasets.
• Highly motivated self-starter who is passionate about continuous improvements.
• High attention to detail with strong analytical and problem-solving skills.
• Ability to manage tight deadlines, prioritize workloads, and achieve effective results in a fast-paced, dynamic, and often ambiguous environment.