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Sales Operations Analyst, Deal Desk
Jimerson Birr. Turn consult-call discovery questionnaires into clean, client-ready proposals and option sets .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills in pricing and profitability, with the ability to create precise, client-ready proposals using AI tools. Exhibits clear communication and sound commercial judgment while managing document templates and negotiating effectively.
Highest-signal resume keywords
Proposal DevelopmentPricing AnalysisDocument AutomationNegotiation SkillsSales Operations Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Proposal WritingPricing StrategyData AnalysisChange Order GenerationScope Definition
Soft Skills
Attention to DetailCreative MindsetClear CommunicationCommercial JudgmentDiscipline
Tools & Technologies
AI ToolsProposal Portal
Certifications & Qualifications
JD (Preferred)
Industry Keywords
SaaSProfessional ServicesLegal VocabularyDocument ManagementRevenue Operations
About the role
Key responsibilities & impact- Turn consult-call discovery questionnaires into clean, client-ready proposals and option sets
- Build complete, well-framed proposal options using firm templates in the AI-powered proposal portal
- Write precise, client-facing offers with clear commitments
- Return incomplete discovery questionnaires rather than guessing at scope
- Revise proposals after solutions calls
- Join solutions calls and occasional consult calls
- Pull historical pricing and profitability data and set profitability ranges
- Apply value-pricing logic and map agreement exhibits to selected pathways
- Advise the sales team yes or no on counteroffers based on pricing data
- Review post-sale profitability and adjust pricing
- Identify work that cannot responsibly be fixed-priced
- Define in-scope and out-of-scope boundaries
- Generate change orders for out-of-scope requests
- Maintain negotiables lists and escalate scope or pricing risks to attorneys
- Maintain and refine proposal templates, scope libraries, and pricing baselines
- Track conversion, stalled deals, scope leakage, turnaround time, and win rate
- Provide final exhibits and pricing to the Engagement Specialist
Requirements
What you’ll need- Strong attention to detail and accuracy, in numbers and in writing
- Creative mindset for framing an offer, paired with discipline to check every detail
- Analytical comfort with pricing, margin, and historical data
- Clear, direct written and verbal communication
- Daily, hands-on use of AI tools to draft, check, and refine work
- Ability to learn legal vocabulary and write it accurately; legal background not required to start
- Comfort with fast back-and-forth with the sales team on a tight turnaround
- Sound commercial judgment and confidence to say no
- Ability to work on-site in the Jacksonville office
- JD, or experience working in a law firm or legal-services environment (preferred)
- Business analyst, sales operations, revenue operations, or deal desk experience, ideally in SaaS or professional services (preferred)
- Pricing, negotiation, or proposal and quote-building experience (preferred)
- Experience managing document templates or document automation (preferred)
Benefits
Comp & perks- Competitive compensation
- Professional development opportunities
- Supportive work environment
- Collegial and professional firm culture
- Shared commitment to professional development
- Equal opportunity employment