Deal Desk Analyst

Alkami Technology

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

Posted 9/17/2026full-timeRemote • United StatesJunior💰 $56,800 - $71,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in deal desk operations, including quoting, pricing configuration, and contract administration. Proficient in managing deal records and utilizing CRM and CPQ systems to support sales processes and improve operational efficiency.

Highest-signal resume keywords

Deal Desk OperationsSales Operations SupportMicrosoft Excel ProficiencyQuote-to-Cash ProcessesStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Deal ValidationPricing ConfigurationOrder Form PreparationData GatheringDocument PreparationContract AdministrationVersion TrackingTemplate ManagementProcess ImprovementSaaS Commercial Concepts

Soft Skills

Attention to DetailStructured Task ManagementCross-Functional CollaborationEagerness to LearnVerbal Communication

Tools & Technologies

SalesforceCPQ SystemsJiraGoogle SheetsGSuite

Industry Keywords

SaaSFinTechProduct Pricing StructuresRevenue AccountingInvoicing

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Process and validate standard deal requests, including quoting, pricing configuration, and order form preparation
Review deal submissions for completeness, policy compliance, and routing requirements
Support senior analysts on complex deal packages through data gathering, document preparation, and Salesforce/CPQ updates
Serve as the first point of contact for Sales inquiries about quote building, pricing, product configuration, and quote status
Maintain accurate deal records and documentation across CRM and CPQ systems
Submit, track, and manage Jira tickets with EA
Assist with contract and order form administration, version tracking, template management, and execution coordination
Generate routine deal desk reports and dashboards tracking queue volume, turnaround times, and open approvals
Apply deal desk policies, discount governance frameworks, and approval matrices
Participate in process improvement initiatives and document standard operating procedures

Requirements

What you’ll need

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
Bachelor's degree in Business, Finance, or related field, or equivalent work experience
SaaS or FinTech exposure is a plus
Exposure to complex Product and Pricing structures
Familiarity with quote-to-cash processes
Experience supporting Sales Organizations or Operations, Revenue Accounting, or Invoicing
Intermediate Excel, GSuite, and SFDC skills including data and file ownership
Must be eligible to work in the US for full-time employment
Employment sponsorship is not available

Benefits

Comp & perks

Remote-first environment
Unlimited paid time off
401(k) with employer match
Diverse and inclusive environment
Equal employment opportunity