Senior Deal Desk Analyst

Alkami Technology

. Review and process a high volume of complex commercial deals .

Posted 9/17/2026full-timeRemote • United StatesSenior💰 $76,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex commercial deals, ensuring compliance with pricing policies, and maintaining accurate records in Salesforce and CPQ. Proficient in data analysis, cross-functional collaboration, and navigating SaaS pricing and quoting processes.

Highest-signal resume keywords

Deal Desk ExperienceSalesforce ProficiencyCPQ Tool ExperienceSaaS Pricing KnowledgeData Analysis Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Deal ProcessingData ManagementFinancial AnalysisSaaS ContractingQuote-to-Cash ProcessesIntermediate to Advanced ExcelGSuite ProficiencySaaS Pricing StructuresDiscount Metrics AnalysisOrder Form Management

Soft Skills

Attention to DetailEffective CommunicationTask ManagementProblem SolvingCross-Functional Collaboration

Tools & Technologies

SalesforceCPQ ToolsGSuiteExcel

Industry Keywords

SaaSSales OperationsBusiness OperationsFinancial TechnologyCommercial Deals

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Review and process a high volume of complex commercial deals
Ensure proposals are accurate, compliant with pricing policy, and commercially sound
Evaluate deal requests for discounting, non-standard terms, and approval requirements
Route deals for sign-off according to the deal approval matrix
Partner with Account Executives and Sales Managers to structure deals
Request, manage, and review order forms, quotes, and proposal packages before customer delivery
Identify and resolve deal blockers while maintaining SLA responsiveness and supporting deal velocity
Maintain accurate Salesforce and CPQ records and flag discrepancies between SFDC and contracts
Support Senior Analysts and the Director on escalated or complex deal reviews
Liaise with Finance, Legal, Accounting, and Product
Contribute to team documentation, process guides, FAQ resources, and policy updates
Assist with period-end reporting and ad hoc analysis on deal trends, approval rates, and discount metrics
Complete other projects and deadline-driven tasks as assigned

Requirements

What you’ll need

4+ years of experience in deal desk, sales operations, finance, or related business operations roles
Bachelor's degree in Finance, Business, Economics, or related field preferred or equivalent work experience
Solid understanding of SaaS pricing, quoting, and contract processes
Experience with Salesforce and CPQ or other quoting tools
Strong attention to detail and accuracy in data management
Ability to analyze data and identify discrepancies
Effective communication skills for cross-functional collaboration
Ability to manage multiple tasks and navigate ambiguous deal situations
Willingness to learn complex product and pricing structures
Experience in SaaS or other financial technology environments
Understanding of SaaS Sales and Contracting operations
Familiarity with quote-to-cash processes
Exposure to financial analysis or deal profitability concepts
Experience supporting reporting and data analysis
Intermediate to Advanced Excel, GSuite, and SFDC skills
Must be eligible to work in the US for full-time employment
Employer cannot offer employment sponsorship at this time

Benefits

Comp & perks

Remote-first environment
Unlimited paid time off
401(k) with employer match