Deal Desk Analyst
4 weeks ago
Role & Responsibilities:
Deal Structuring & Review
Analyze sales deals for compliance with Eltropy's pricing, discounting, and contract policies.
Ensure proper checks and balances within CPQ (Configure, Price, Quote) processes.
Review deal terms, pricing, and contract language for accuracy and alignment with company guidelines.
Deal Desk Operations
Manage the deal flow process, ensuring timely and accurate processing of sales orders and contracts.
Ensure adherence to SLAs (Service Level Agreements) in deal approvals and execution.
Oversee CPQ processes and maintain system integrity.
Collaboration & Communication
Work closely with Sales, Legal, Finance, and other teams to facilitate deal closures.
Act as the primary point of contact for deal-related escalations and issue resolution.
Provide guidance to sales teams on deal structures and policies.
Pricing & Discount Analysis
Evaluate pricing strategies and discount requests.
Provide insights and recommendations to sales teams to enhance deal profitability.
Assist in the development of pricing models and discount frameworks.
Contract Management
Review and negotiate contract terms in collaboration with the Legal team.
Ensure contracts comply with company policies and legal requirements.
Work closely with internal stakeholders to resolve contractual issues.
Reporting & Analysis
Generate reports on deal performance, pricing trends, and sales metrics.
Identify trends in deal cycles and provide actionable insights to management.
Monitor and report on deal pipeline efficiency and effectiveness.
Process Improvement
Identify opportunities to streamline deal processes and improve operational efficiency.
Document deal desk procedures and recommend enhancements.
Sales Support & Training
Provide deal-related support to sales teams, addressing inquiries and issues.
Train sales teams on deal desk processes, CPQ tools, and pricing strategies.
Compliance
Ensure all deals align with company policies, industry regulations, and financial principles.
Maintain thorough documentation to support audit and compliance requirements.
What You Offer:
Education & Experience
Bachelor's degree in Business Administration, Finance, Accounting, or a related field.
3-5 years of experience in sales operations, finance, deal desk, or a related field.
Prior experience in the SaaS industry is a plus.
Technical & Analytical Skills
Strong analytical and problem-solving abilities to assess deal structures and risks.
Proficiency in Excel (advanced formulas, pivot tables, and data analysis).
Experience with CRM tools (Salesforce) and CPQ systems is highly preferred.
Financial and legal acumen, including an understanding of revenue recognition, pricing strategies, and contract management.
Soft Skills
Excellent communication and stakeholder management skills.
Strong attention to detail with a high level of accuracy in deal execution.
Ability to manage multiple deals simultaneously and prioritize tasks effectively.
About Eltropy ( is a rocket ship FinTech on a mission to disrupt the way people access financial services. Eltropy enables financial institutions to digitally engage in a secure and compliant way. Using our world-class digital communications platform, community financial institutions can improve operations, engagement and productivity. CFIs (Community Banks and Credit Unions) use Eltropy to communicate with consumers via Text, Video, Secure Chat, co-browsing, screen sharing and chatbot technology — all integrated in a single platform bolstered by AI, skill-based routing and other contact center capabilities.
Eltropy Values:
Customers are our North Star
No Fear - Tell the truth
Team of Owners
Eltropy is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Please click on the link below to apply:
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