Deal Desk Analyst

Deal Desk Analyst

We are seeking a Deal Desk Analyst to join our growing team. This role serves as a critical link between Sales and Onboarding, ensuring customers transition seamlessly while internal processes run smoothly.

The Deal Desk Analyst role is highly cross-functional, combining customer-facing interaction, technical troubleshooting, and operational quality assurance. You will play a key role in maintaining deal integrity, resolving escalations, and supporting a best-in-class customer experience.

What You'll Do

• Ensure every new customer has a smooth transition from Sales to Onboarding
• Act as a quality checkpoint for sales deals, confirming accuracy, completeness, and readiness before handoff
• Handle customer launch calls to set expectations and reinforce a positive start to onboarding
• Manage inbound requests from multiple teams, including:
• Quote amendments and approval workflows
• Salesforce troubleshooting (e.g., booking issues, reporting requests)
• Jira ticketing for escalations, downgrades, or add-on services
• Partner with Sales, Onboarding, and other teams to triage escalated customers and resolve issues quickly
• Support ad hoc projects such as creating Salesforce reports, refining processes, and improving workflows
• Adapt to high-volume cycles, especially during month-end surges, when workload spikes significantly

What You'll Bring (Minimum Qualifications)

• Bachelor's degree OR at least two years of related professional experience
• 1+ year in an outbound sales or customer-facing role (phone, email, or text)
• Proficiency with Salesforce CRM (user-level; admin experience a plus)
• Strong organizational skills and attention to detail
• Effective verbal and written communication skills
• Ability to thrive under pressure and manage shifting priorities

What Will Make You Stand Out (Preferred Qualifications)

• Personable, high-energy, and customer-first mindset
• Strong problem-solving and analytical skills
• Experience with tools like Jira, Google Suite, Zoom, and Slack
• Comfort working in a fast-paced, deadline-driven environment
• Proven time management and multitasking abilities
• Track record of being adaptable, collaborative, and proactive

Why This Role Matters

Every new customer flows through the Deal Desk team. You'll be one of the first impressions of the company, setting expectations and ensuring customers feel confident and supported from day one. This position is highly visible across the organization, providing opportunities to build strong partnerships with Sales, Customer Success, and Operations.

Career Growth

This role provides a unique foundation in both customer-facing skills and technical operations. Team members have successfully grown into Sales, Customer Success, and Sales Operations roles, depending on their interests. Leadership is committed to supporting your career growth in the direction you choose.

Compensation: $62,000 annually

Location:

Hybrid schedule, ~3 days in-office per week