Lead, Deal Desk Analyst

Alkami Technology

. Lead the review, structuring, and approval coordination of complex, high-value, and non-standard deals .

Posted 9/17/2026full-timeRemote • United StatesSenior💰 $98,000 - $123,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced expertise in deal structuring, pricing strategies, and revenue recognition principles, with a strong ability to mentor team members and lead cross-functional initiatives. Proficient in Salesforce CPQ and familiar with automation tools to optimize deal desk processes.

Highest-signal resume keywords

Deal StructuringSalesforce CPQRevenue RecognitionStakeholder ManagementCross-Functional Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Deal Desk ProcessesPricing StrategiesContract NegotiationFinancial AnalysisQuote-to-Cash LifecycleRevenue Recognition PrinciplesDeal Economics EvaluationAutomation ToolsWorkflow OptimizationMentorship

Soft Skills

Problem-SolvingBusiness JudgmentIndependent OperationEffective CommunicationCross-Functional Influence

Tools & Technologies

Salesforce CPQFinancial Forecasting ToolsContract Management SoftwareDeal Approval Matrix ToolsCollaboration Platforms

Industry Keywords

SaaSFinTechHigh Growth EnvironmentsASC 606Enterprise Accounts

About the role

Key responsibilities & impact

Lead the review, structuring, and approval coordination of complex, high-value, and non-standard deals
Provide guidance, deal reviews, and day-to-day mentorship to IC1 and IC2 team members
Serve as primary point of contact for enterprise and strategic accounts requiring bespoke pricing, contract structures, or commercial terms
Develop and refine deal desk processes, playbooks, and templates with the Director
Collaborate with Legal on complex contract negotiations, redlines, and non-standard terms
Evaluate deal economics, including margin impact, payment terms, multi-year discounting, and revenue recognition implications
Maintain and improve the deal approval matrix
Partner with Finance on forecasting, period-end deal management, and deal closure timelines
Represent Deal Desk in cross-functional initiatives such as product launches, pricing changes, and go-to-market updates
Identify systemic deal quality issues or policy gaps and propose solutions

Requirements

What you’ll need

6+ years of experience in deal desk, sales operations, finance, or comparable roles in a rapidly growing SaaS company
FinTech experience helpful
Bachelor’s degree in Finance, Business, Economics, or related field preferred or equivalent work experience
Advanced knowledge of deal structuring, pricing strategies, ELA’s and contract processes
Expertise in Salesforce CPQ and related tools
Solid grasp of revenue recognition principles and ability to flag ASC 606 risk in deal structures
Ability to credibly engage with and push back on senior Sales stakeholders
Strong understanding of quote-to-cash lifecycle and dependencies
Effective stakeholder management and cross-functional influence skills
Ability to operate independently in complex and ambiguous environments
Strong problem-solving skills with sound business judgment
Experience in SaaS or FinTech, or other high growth environments
Demonstrated ability to mentor peers and lead by example in a team environment
Familiarity with revenue recognition and financial implications of deal structures
Experience with automation or workflow optimization tools
Experience leading cross-functional initiatives or system implementations
Candidates must be eligible to work in the US for full-time employment

Benefits

Comp & perks

Remote-first environment
Unlimited paid time off
401(k) with employer match
Diverse and inclusive environment
FUN culture