Deal Desk Analyst

At Pitch Book, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We’re deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company.

Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there’s going to be some ambiguity along the way, but we excel when we challenge ourselves. We’re willing to take risks, fail fast, and do it all over again in the pursuit of excellence.

If you have a good attitude and are willing to roll up your sleeves to get things done, Pitch Book is the place for you.

The Revenue Operations department is responsible for creating, maintaining, and continually improving Pitch Book’s systems that support our client-facing roles in Sales and Customer Success. This team works cross-functionally with Sales, Marketing, Finance, and IT to drive efficiency, accuracy, and revenue growth.

The Deal Desk Analyst is a proactive commercial partner to Pitch Book's sales organization, engaged upstream of the deal to advise on order structuring, pricing strategy, and discount requests before deals reach CPQ and contributes commercial data analysis that supports pipeline and forecast reviews . This position will be responsible for reviewing, processing, and validating sales orders and contract amendments to maintain data integrity, financial accuracy, and adherence to company policies.

The analyst will work closely with sales, finance, legal, and revenue operations teams to identify and resolve discrepancies, streamline processes, and provide proactive support to the sales organization. This is a mid-level role suited for candidates with strong analytical skills, attention to detail, and experience in Deal Desk, order management, revenue operations, or sales administration who want to operate as a strategic partner to the commercial org rather than a back-office processor.

• Process and review sales orders and contract amendments to ensure accuracy and compliance with internal policies
• Collaborate with the sales, finance, and legal teams to resolve order discrepancies and ensure accurate documentation
• Assist in analyzing order structures, ensuring alignment with financial guidelines and billing procedures
• Maintain and update order audit dashboards to track discrepancies, trends, and process improvements
• Work within Salesforce and other CRM tools to validate contract terms, pricing, and billing details
• Verify contract amendments, billing changes, and collection notices in coordination with the billing team
• Support the contract activation process by ensuring accurate data entry and timely execution
• Provide guidance to the sales organization on order processing best practices and compliance requirements
• Assist in developing and maintaining process documentation and internal guidelines to improve operational efficiency
• Support the professional growth of junior team members through coaching and mentorship
• Participate in cross-functional initiatives to enhance order management processes and improve internal controls
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

• Bachelor’s degree in finance, business administration, or a related field
• 3+ years of experience in order management, revenue operations, sales administration, or a related role;
  SaaS industry experience preferred
• Strong…