Deal Desk Analyst

New Relic

. Cultivate and sustain strong working relationships with business partners in Finance, Legal, Support, and other departments .

Posted 10/15/2026full-timeRemote • California • United StatesJuniorMid-Level💰 $80,000 - $108,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing complex pricing and commercial terms while ensuring compliance with internal policies. Proficient in Salesforce and MS Excel, with strong communication and organizational skills to facilitate cross-functional collaboration.

Highest-signal resume keywords

Finance/Operations ExperienceSalesforce ProficiencyOrder Entry ExperienceAttention to DetailStrong 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

Order EntryRevenue RecognitionContractual Terms ManagementPricing StrategyData Quality Management

Soft Skills

Problem-SolvingOrganizational SkillsRelationship Building

Tools & Technologies

SalesforceSalesforce CPQMS ExcelGoogle SheetsGemini AI

Certifications & Qualifications

Bachelor's Degree in Business

Industry Keywords

High-Tech EnvironmentDeal Desk PoliciesCustomer Purchase OrdersComplianceCross-Functional Teams

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Cultivate and sustain strong working relationships with business partners in Finance, Legal, Support, and other departments
Facilitate the review and approval process
Work with cross-functional teams on complex pricing and commercial terms
Provide options to Sales for addressing customer objections while maximizing revenue and bookings
Build and review order forms of varying complexity for accuracy
Obtain and document required approvals for discounts and contractual terms in the CPQ tool and elsewhere as needed
Ensure transactions comply with New Relic’s internal policies
Deliver ongoing education and training to Sales on non-standard deal processes
Prepare and review order forms, legal agreements, customer purchase orders, and quotes for compliance with revenue recognition and Deal Desk policies
Safeguard and manage SFDC data quality for proposed and closed quotes and deals
Maintain accurate customer entitlements, new deal logos, commission levels, and deal amounts in accordance with revenue recognition policies and operational guidelines

Requirements

What you’ll need

2+ years of Finance/Operations experience in a high-tech environment, preferably with order entry experience
Proficiency with Salesforce and MS Excel / Google Sheets is preferred
Ability to build strong working relationships with internal business units and across regions
Strong communication, organizational and problem-solving skills
High attention to detail
Willingness to cover various time zones and work extra hours as needed
Bachelor's Degree in Business or a similar field required
Experience with Salesforce CPQ is a bonus
Experience with utilizing Gemini AI is a bonus
Visa sponsorship is not available for this position
Must verify identity and eligibility to work
Criminal background check required

Benefits

Comp & perks

Corporate bonus plan eligibility
Healthcare benefits
Dental benefits
Vision benefits
Parental leave and planning
Mental health benefits
401(k) plan and match
11 paid holidays
Volunteer time off
Paid time off
Flexible workforce model, including fully office-based, fully remote, or hybrid workplaces
Reasonable accommodation support during the application or recruiting process