Senior Desk Analyst

Jobtailor; Deutschland; Remote; EUR 90.000 - 120.000; Vollzeit

Zusammenfassung

Jobtailor in Germany seeks an experienced Deal Desk professional to drive complex B2B SaaS deals and manage CPQ processes end-to-end. You will create quotes, manage approvals, and advise Sales on pricing and structuring to ensure timely closures.

Collaborate with Legal, Finance, and Revenue Ops to optimize workflows in Salesforce CPQ and DealHub, while mentoring junior team members and maintaining data quality across quote-to-cash.

Qualifikationen

• 5+ years in deal desk, deal strategy, or pricing within B2B SaaS.
• Hands-on experience structuring complex, non-standard deals; consumption/usage-based structures is a strong plus.
• CPQ experience (Salesforce CPQ / Revenue Cloud, DealHub, or similar) and strong quote to cash fluency.
• Strong commercial and financial acumen and the ability to reason about margin, revenue recognition, and risk.
• Strong stakeholder service mindset and clear, well structured communication, with the ability to advise and influence across functions and levels of seniority.
• Experience partnering cross functionally with Sales, Finance, Legal, and Executive Leadership.
• Detail oriented, organized, and responsive; comfortable with high transaction volume and period end pressure.
• MS Excel/Google Sheets skills (required).
• Order management experience is a plus.

Aufgaben

• Process deals. Create and manage quotes, order forms, and amendments in CPQ accurately and within SLA.
• Route approvals. Drive deals through the approval matrix, tracking status and looping in approvers to keep cycle times low.
• Advise the field on pricing, packaging, and process questions; hop on calls, and provide recommendations on deal structure.
• Think strategically; balance speed with sound commercial and process judgment.
• Protect data quality; maintain deal hygiene and accurate data in Salesforce.
• Support the close; manage order processing during high volume with end-month/quarter end timing.
• Escalate well; handle complex situations and involve leadership when needed.
• Recommend improvements; identify discrepancies and propose system/process updates.
• Own projects; lead deal desk initiatives as assigned.
• Partner cross-functionally with Legal, Finance, and Sales to facilitate deals.
• Support tooling; assist with DealHub and related workflows.
• Review deal structures, pricing, and terms to align with policies and objectives.
• Advise Account Executives on creative deal structures that balance customer needs and company goals.
• Work with Revenue Operations, Finance, Legal, and Sales Leadership to resolve issues and drive deals to closure.
• Own and manage commercial approval workflows with timely turnaround.

Kenntnisse

Deal Desk Operations

Complex Deal Structuring

Cross-Functional Collaboration

MS Excel

Quote to Cash Fluency

Salesforce CPQ

DealHub

Revenue Recognition

Pricing Strategy

Order Management

Tools

Salesforce CPQ

DealHub

MS Excel

Google Sheets

Jobbeschreibung

• Process deals. Create and manage quotes, order forms, and amendments in CPQ accurately and within SLA, including more complex and non-standard deals.
• Route approvals. Drive deals through the approval matrix, tracking status and looping in the right approvers to keep cycle times low.
• Advise the field. Be a trusted point of contact for pricing, packaging, and process questions; hop on calls, and provide the Sales team with recommendations on deal structure and guidance on best practices.
• Think strategically. Work through the right outcome for each deal, balancing speed with sound commercial and process judgment.
• Protect data quality. Maintain deal hygiene and accurate opportunity and quote data in Salesforce.
• Support the close. Help manage order processing and prioritize effectively during periods of high volume, with schedule flexibility at month and quarter end.
• Escalate well. Manage deals independently, while recognizing genuinely complex or ambiguous situations early and looping in leadership when needed.
• Recommend improvements. Identify discrepancies and areas for improvement, and recommend system and process updates.
• Own projects. Take ownership of specific deal desk projects as assigned.
• Partner cross-functionally. Partner with Legal, Finance, and Sales to facilitate, process, and execute standard and non-standard deals.
• Support tooling. Help support and improve our CPQ tool, DealHub, and the associated workflows.
• Review deal structures, pricing, discounting, and commercial terms to ensure alignment with company policies and business objectives.
• Advise Account Executives on creative deal structures that balance customer needs with company goals.
• Partner closely with Revenue Operations, Finance, Legal, and Sales Leadership to resolve commercial issues and drive deals to completion.
• Own and manage commercial approval workflows while ensuring timely turnaround during active sales cycles.
• Identify risks within proposed deal structures and recommend appropriate solutions.
• Analyze deal trends, pricing behavior, and approval metrics to identify opportunities for operational improvements.
• Help design, document, and implement scalable commercial policies and approval frameworks.
• Mentor junior Deal Desk team members and serve as a subject matter expert on commercial processes
• Support strategic initiatives, systems enhancements, and automation projects across the quote to cash lifecycle.

Requirements

• 5+ years in deal desk, deal strategy, or pricing within B2B SaaS.
• Hands on experience structuring complex, non-standard deals; experience with consumption / usage based deal structures is a strong plus.
• CPQ experience (Salesforce CPQ / Revenue Cloud, DealHub, or similar) and strong quote to cash fluency.
• Strong commercial and financial acumen and the ability to reason about margin, revenue recognition, and risk.
• Strong stakeholder service mindset and clear, well structured communication, with the ability to advise and influence across functions and levels of seniority.
• Experience partnering cross functionally with Sales, Finance, Legal, and Executive Leadership.
• Detail oriented, organized, and responsive; comfortable with high transaction volume and period end pressure.
• Sound judgment on when to decide independently and when to escape.
• Not fazed by ambiguity or uncertainty, and comfortable working in a dynamic, hyper growth environment.
• Strong MS Excel/Google Sheets skills (required).
• Order management experience is a plus.

Core Competencies

Demonstrates expertise in deal desk operations, including structuring complex deals and managing the quote to cash process. Proficient in CPQ tools and possesses strong commercial acumen to drive effective deal strategies and stakeholder collaboration.

Highest-signal resume keywords

• CPQ Experience
• Deal Structuring
• Commercial Acumen
• Cross-Functional Collaboration
• MS Excel Skills

ATS Optimization Keywords

Hard Skills

• Deal Desk Operations
• Complex Deal Structuring
• Quote to Cash Fluency
• Revenue Recognition
• Risk Analysis
• Order Management
• Data Quality Maintenance
• Pricing Strategy
• Approval Workflow Management
• Operational Improvement Analysis

Soft Skills

• Clear Communication
• Stakeholder Service Mindset
• Detail Oriented
• Organizational Skills
• Judgment and Decision Making

Industry Keywords

• B2B SaaS
• Deal Strategy
• Commercial Policies
• Approval Frameworks
• Sales Operations

Tools & Technologies

• Salesforce CPQ
• DealHub
• MS Excel
• Google Sheets