Deal Desk Analyst

Alkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified Platform integrates onboarding, digital banking, and data and marketing—each solution can stand alone, but together they deliver more—to help institutions onboard, engage, and grow relationships. As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action.

Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech;
Best & Brightest to Work For Nationally; and Comparably’s Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). We’re building a culture where each Alkamist can perform to their highest potential, and we’re always on the lookout for the best and brightest minds. If you’re ready to experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S.As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title.

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The Deal Desk Analyst applies developing professional expertise to support deal pricing, documentation, quote creation, and contract coordination across the quote-to-cash process. This role partners with Sales, Rev Ops, Legal, Finance, and Accounting to ensure deals are accurate and executed in alignment with company policies. The Deal Desk Analyst contributes to deal analysis, system updates, and reporting while operating within established guidelines.

Work is performed with moderate independence, with a focus on building business acumen and deal support capabilities.

Key Responsibilities & Duties:

Process and validate standard deal requests including quoting, pricing configuration, and order form preparation.

Review incoming deal submissions for completeness, policy compliance, and routing requirements prior to analyst review.

Support senior analysts on complex deal packages including data gathering, document preparation, and Salesforce/CPQ updates.

Serve as the first point of contact for standard Sales inquiries related to quote building, pricing, product configuration, and quote status.

Maintain deal records and documentation with a high degree of accuracy across CRM and CPQ systems; submit, track, and manage Jira tickets with EA.Assist with contract and order form administration including version tracking, template management, and execution coordination.

Generate routine deal desk reports and dashboards tracking queue volume, turnaround times, and open approvals.

Learn and apply deal desk policies, discount governance frameworks, and approval matrices with increasing independence over time.

Participate in team process improvement initiatives and contribute to documentation of standard operating procedures.

Qualifications:

1+ years of experience in deal desk, sales operations or support, or a business operations role Bachelor's degree in Finance, Business, Economics, or related field or equivalent work experience

High attention to detail and a structured approach to managing multiple tasks and deadlines simultaneously.

Strong written and verbal communication skills; comfortable interacting with Sales teams and cross-functional stakeholders.

Eagerness to learn SaaS commercial concepts including pricing, deal structures, and contract basics.

Proficiency in Microsoft Excel/Google Sheets; familiarity with Salesforce or similar CRM a plus.

Bachelor's degree in Business, Finance, or related field, or equivalent work experience.

Desired

Skills:

SaaS or Fin Tech exposure is a plus.

Exposure to complex…