Deal Desk Analyst

Alkami-Technology; Dallas (TX); Hybrid; USD 57,000 - 71,000; Full time

Benefits offered by this job

Remote-first environment

401(k) with employer match

Unlimited PTO

Job summary

Alkami Technology, a remote-first SaaS platform provider for U.S. banks and credit unions, seeks a Deal Desk Analyst to support deal pricing, documentation, and contract coordination across the quote-to-cash process.

You will partner with Sales, Rev Ops, Legal, Finance, and Accounting, ensuring accuracy and policy alignment. Responsibilities include processing standard deal requests, updating Salesforce/CPQ, and generating routine reports.

Qualifications

• 1+ years of experience in deal desk, sales operations or support, or a business operations role.
• Bachelor's degree in Finance, Business, Economics, or related field, or equivalent work experience.
• Strong written and verbal communication skills; comfortable interacting with Sales teams and cross-functional stakeholders.

Responsibilities

• Process and validate standard deal requests including quoting, pricing configuration, and order form preparation.
• Review incoming deal submissions for completeness, policy compliance, and routing requirements prior to analyst review.
• Support senior analysts on complex deal packages including data gathering, document preparation, and Salesforce/CPQ updates.
• Serve as the first point of contact for standard Sales inquiries related to quote building, pricing, product configuration, and quote status.
• Maintain deal records and documentation with a high degree of accuracy across CRM and CPQ systems; submit, track, and manage Jira tickets with EA.
• Assist with contract and order form administration including version tracking, template management, and execution coordination.
• Generate routine deal desk reports and dashboards tracking queue volume, turnaround times, and open approvals.
• Learn and apply deal desk policies, discount governance frameworks, and approval matrices with increasing independence over time.
• Participate in team process improvement initiatives and contribute to documentation of standard operating procedures.

Skills

Deal desk experience

Sales operations

Excel

Salesforce

Communication

Attention to detail

Education

Bachelor's degree in Finance, Business, Economics, or related field

Tools

Salesforce

Jira

Job description

Alkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified Platform integrates onboarding, digital banking, and data and marketing—each solution can stand alone, but together they deliver more—to help institutions onboard, engage, and grow relationships. As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action.Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably’s Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). We’re building a culture where each Alkamist can perform to their highest potential, and we’re always on the lookout for the best and brightest minds. If you’re ready to experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S.As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title.Follow us on Glassdoor and LinkedIn!The Deal Desk Analyst applies developing professional expertise to support deal pricing, documentation, quote creation, and contract coordination across the quote-to-cash process. This role partners with Sales, Rev Ops, Legal, Finance, and Accounting to ensure deals are accurate and executed in alignment with company policies. The Deal Desk Analyst contributes to deal analysis, system updates, and reporting while operating within established guidelines. Work is performed with moderate independence, with a focus on building business acumen and deal support capabilities.Key Responsibilities & Duties:Process and validate standard deal requests including quoting, pricing configuration, and order form preparation.Review incoming deal submissions for completeness, policy compliance, and routing requirements prior to analyst review.Support senior analysts on complex deal packages including data gathering, document preparation, and Salesforce/CPQ updates.Serve as the first point of contact for standard Sales inquiries related to quote building, pricing, product configuration, and quote status.Maintain deal records and documentation with a high degree of accuracy across CRM and CPQ systems; submit, track, and manage Jira tickets with EA.Assist with contract and order form administration including version tracking, template management, and execution coordination.Generate routine deal desk reports and dashboards tracking queue volume, turnaround times, and open approvals.Learn and apply deal desk policies, discount governance frameworks, and approval matrices with increasing independence over time.Participate in team process improvement initiatives and contribute to documentation of standard operating procedures.Qualifications:1+ years of experience in deal desk, sales operations or support, or a business operations roleBachelor's degree in Finance, Business, Economics, or related field or equivalent work experienceHigh attention to detail and a structured approach to managing multiple tasks and deadlines simultaneously.Strong written and verbal communication skills; comfortable interacting with Sales teams and cross-functional stakeholders.Eagerness to learn SaaS commercial concepts including pricing, deal structures, and contract basics.Proficiency in Microsoft Excel/Google Sheets; familiarity with Salesforce or similar CRM a plus.Bachelor's degree in Business, Finance, or related field, or equivalent work experience.Desired Skills: SaaS or FinTech exposure is a plus.Exposure to complex Product and Pricing structuresFamiliarity with quote-to-cash processesExperience supporting Sales Orgs or Operations, Revenue Accounting, or InvoicingIntermediate Excel, GSuite, SFDC skills including data and file ownershipThe salary range for this position is: $56,800 - $71,000Cool Things to KnowNot Just Any Company: Alkami has an awesome diverse and inclusive environment. We have a FUN culture and offer great benefits, including remote-first environment, unlimited paid time off, 401(k) with employer match, and more.Work Authorization: We cannot offer employment sponsorship at this time. Candidates must be eligible to work in the US for full-time employment.Recruiters: We are not looking for outside recruiting firms to help us in this search. Thank you for understanding.Pay Transparency: As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington.The Important StuffAlkami Technology is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Alkami is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Alkami are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Alkami will not tolerate discrimination or harassment based on any of these characteristics. Alkami encourages applicants of all ages.#LI-REMOTE