Senior Deal Operations Analyst

SOCi; Vancouver, Toronto; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading technology company is seeking an experienced Senior Deal Operations Analyst to support the sales deal lifecycle. The role involves operational support, collaboration with Finance and Legal, and ensuring compliant and timely deal execution. Ideal candidates should have 3-5 years of experience in deal operations within a SaaS environment. This position starts remote and transitions to a hybrid model in Vancouver.

Benefits

Comprehensive Benefits Package

Health insurance, dental, and vision

401(k) plan with employer match

Flexible Work Environment

Quarterly wellness days

Qualifications

• 3-5 years of experience in deal desk or related role within SaaS.
• Ability to navigate SaaS deal structures effectively.
• Experience with contract terms and deal execution.

Responsibilities

• Provide operational support across the full sales deal lifecycle.
• Serve as a trusted advisor to sales teams for deal execution.
• Collaborate with Finance and Legal to ensure compliant deals.

Skills

Detail-oriented

Cross-functional collaboration

Experience with CRM systems

Fast-paced management

Education

Bachelor’s degree in business administration, finance or related field

Tools

Salesforce

DealHub CPQ

Job description

Overview

SOCi, the CoMarketing Cloud for Multi-Location Enterprises, is seeking an experienced Senior Deal Operations Analyst. The Senior Deal Operations Analyst serves as the primary point of contact for the Sales team, providing hands-on support in building quotes, structuring deals and guiding opportunities through to close. The role operates within a case queue model, managing incoming DealOps Support requests submitted via ticketing systems and addressing a range of deal types on a case-by-case basis. The ideal candidate is detail-oriented, responsive, and experienced in navigating SaaS deal structures, working cross-functionally with Finance, Legal and Revenue Operations to ensure accurate, compliant and timely deal execution.

Note: This description includes sections that describe the Deal Operations team’s role in the end-to-end deal lifecycle, from opportunity identification to contract negotiation and execution.

Who We Are

SOCi is one of the fastest growing technology companies in the United States, ranking on the Inc. 5000 Fastest Growing Companies in America list for the last seven consecutive years. The leader in AI-powered marketing solutions for multi-location businesses, SOCi is trusted by nearly 1,000 top brands including Ford, Ace Hardware, Kumon, Liberty Tax, and more. SOCi provides a first-of-its-kind, AI-powered digital workforce enabling brands to achieve unmatched digital visibility, strengthen customer engagement, and scale faster than ever before.

How You’ll Make an Impact

• Provide operational support across the full sales deal lifecycle, including quote creation, approvals and contract execution.
• Serve as a trusted advisor to sales teams, offering guidance on best practices and contract terms to drive successful deal execution.
• Partner with Finance and Legal to ensure deals are financially sound, contractually compliant and aligned with company policies.
• Collaborate with Revenue Operations, Sales Operations and other internal stakeholders to support process enhancements and tool improvements.
• Support complex or non-standard deals, providing tailored assistance while maintaining consistent communication and alignment with leadership.
• Be adaptable to changes in the job description as deemed necessary by the business and accept all other duties as assigned.
• Ensure accuracy and completeness of deal documentation by maintaining organized records and updating systems in a timely manner.
• Monitor deal progress to identify potential bottlenecks and proactively escalate issues when needed.
• Maintain knowledge of internal policies and processes to ensure consistent application across all deals.
• Support reporting and metrics tracking by providing data and insights on deal volume, turnaround times, and approvals.
• Assist with training and onboarding of sales team members on deal desk processes, tools, and policies.

What You’ll Need to be Successful

• Hybrid Opportunity: This role is fully remote until our Vancouver, BC and Toronto, ON offices are established. Once the office is in place, it will transition to a hybrid model with a 50/50 split between remote and in-office work.
• Must Have:
• 3-5 years of experience in deal desk, deal operations analyst, sales operations or a similar role within a SaaS or technology company.
• Experience with CRM systems (e.g., Salesforce) and knowledge of CPQ tools (e.g., DealHub CPQ).
• Ability to thrive in a fast-paced environment and manage multiple priorities effectively.
• Demonstrated ability to work independently and collaboratively in a cross-functional team environment.
• Education: Bachelor’s degree in business administration, finance or related field.

Working Conditions

• Schedule flexibility during End of Month and End of Quarter.
• Desk job.
• Core hours can float to Central/Eastern/Pacific time zones for coverage as needed.

This position will remain open with applications due by October 25, 2025. This position is being hired on an urgent basis. The application window may close before October 25, 2025 if SOCi receives a sufficient number of applications to select a candidate prior to that date.

What SOCi Provides to You

• Comprehensive Benefits Package (full-time permanent, non-contract roles only).
• Health insurance plans, dental, and vision.
• Wellness incentives.
• 401(k) plan with employer match.
• Flexible Work Environment (full-time, non-contract roles only).
• Flexible paid time off.
• Quarterly wellness days.
• Paid holidays.
• Empowering Career Growth and Success.

Equal Opportunity / Privacy

SOCi is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Please note that if selected for a position at SOCi, you will be required to complete an E-Verify check to confirm your eligibility to work in the United States (if applicable).