Deal Desk Analyst

LeanScale, Inc.; New York (NY); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Unlimited PTO

Stock options

Health plans with HSA

401k match

Parental leave

Home office stipend

Learning stipend

Well-being benefits

Job summary

Alloy, a leader in AI-powered identity and fraud prevention, seeks a Deal Desk specialist to own quotes, pricing, and contract accuracy. You’ll build and review quotes via Salesforce CPQ, manage the approval queue with Legal and Accounting, and ensure alignment across products and terms.

Hybrid work from NYC HQ three days a week, with focus on automation and process improvements. You’ll collaborate with Revenue Ops and Systems teams, improve CPQ processes, and support large, complex deals with

Qualifications

• 1-3 years in Deal Desk, Sales Ops, Revenue Ops, or a similar analytical role.
• Hands on Salesforce experience with opportunities, quotes, and reports.
• Salesforce CPQ (or similar) experience.
• Interest in automating manual deal desk work.
• Strong Excel and Google Sheets skills.
• Sharp attention to detail, with a habit of catching the wrong date or mismatched number before it reaches a customer.
• Comfort working a queue: many requests at once, prioritized by deadline, with people kept informed along the way.
• Curiosity about how deals work, from pricing and contract terms to how they flow into bookings and billing.

Responsibilities

• Build and review quotes from Salesforce CPQ all the way through the Ironclad workflow process, checking that products, pricing, terms, and opportunity setup are correct before they move forward.
• Work the twice-daily Ironclad approval queue alongside Legal and Accounting, reviewing order forms against our standard terms and Deal Desk Levers and flagging anything non-standard.
• Support the triage of incoming requests in Deal Desk, Ironclad, and the Rev Ops Help queues, confirm each one has the context needed for review, and route it to the right person.
• Manage first-pass pricing using our pricing calculator and guidelines, so senior Deal Desk time goes to large and novel deals.
• Partner with our Systems and Salesforce admins to improve CPQ and quoting workflows: flag where reps get stuck, document requirements for fixes and enhancements, test changes before they go live, and update guides once they ship.
• Review closed-won contracts for booking accuracy (ACV, CARR, term, billing frequency, uplifts) and keep the bookings tracker current.
• Pull weekly reporting on deals in flight, request volume, turnaround time, and discount and approval trends.
• Help maintain CPQ, Ironclad, and Deal Desk process, and turn repeat questions into documentation.

Skills

Salesforce

Salesforce CPQ

Excel

Google Sheets

Attention to detail

Queue management

Communication

Curiosity

Tools

Ironclad

SQL

Job description

Alloy is where you belong!

Alloy is the AI-powered identity and fraud prevention platform that accelerates onboarding, stops fraud, and scales compliance across the customer lifecycle so financial organizations can grow without limits. More than 900 of the world's leading financial institutions and fintechs trust Alloy for smarter risk management that drives growth.

Through our values: Be Bold, Go Fast, Collaborate, and Celebrate Our Differences, we are creating a workplace where you can grow, thrive, and belong. See how we’ve been continuously recognized and named one of Inc. Magazine’s Best Workplaces , Forbes America’s Best Startup Employers , Best Fintech to Work for by American Banker , year after year.

Check out our investors and read more about us here .

About the team

Revenue Operations is a small team with outsized reach. Deal Desk is the part of RevOps closest to the deal: we help reps structure pricing, build quotes, and move contracts through approval so they can close faster without giving away margin. As Alloy sells into more banks, credit unions, fintechs, and channel partners, more deals come through the desk every quarter, and they're getting more varied. This role reports to the Senior Revenue Operations Manager, Deal Desk, and will be the second person on the desk.

Alloy operates in a hybrid-work environment. We look to foster collaboration and community by having our local employees onsite three days a week.

What you'll be doing

You’ll be the first stop for reps working through the mechanics of a deal: building and checking quotes, keeping the approval queue moving, and making sure what gets signed is what gets booked and billed. It's a high-volume, detail-heavy seat with a front-row view of how Alloy prices, packages, and contracts, and a lot of room to make the process better as you learn it.

Build and review quotes from Salesforce CPQ all the way through the Ironclad workflow process, checking that products, pricing, terms, and opportunity setup (new business, renewal, amendment, upsell, channel) are correct before they move forward.

Work the twice-daily Ironclad approval queue alongside Legal and Accounting, reviewing order forms against our standard terms and Deal Desk Levers and flagging anything non-standard.

Support the triage of incoming requests in Deal Desk, Ironclad, and the Rev Ops Help queues, confirm each one has the context needed for review, and route it to the right person.

Manage first-pass pricing using our pricing calculator and guidelines, so senior Deal Desk time goes to large and novel deals.

Partner with our Systems and Salesforce admins to improve CPQ and quoting workflows: flag where reps get stuck, document requirements for fixes and enhancements, test changes before they go live, and update guides once they ship.

Review closed-won contracts for booking accuracy (ACV, CARR, term, billing frequency, uplifts) and keep the bookings tracker current.

Pull weekly reporting on deals in flight, request volume, turnaround time, and discount and approval trends.

Help maintain CPQ, Ironclad, and Deal Desk process, and turn repeat questions into documentation (CPQ Handbook)

Who we’re looking for

Must-haves:

• 1-3 years in Deal Desk, Sales Operations, Revenue Operations, Order Management, or a similar analytical role supporting a sales team.
• Hands on Salesforce experience with opportunities, quotes, and reports.
• Salesforce CPQ (or similar) experience.
• Interest in automating manual deal desk work.
• Strong Excel and Google Sheets skills.
• Sharp attention to detail, with a habit of catching the wrong date or mismatched number before it reaches a customer.
• Comfort working a queue: many requests at once, prioritized by deadline, with people kept informed along the way.
• Clear, direct written communication, including explaining a policy to a rep or saying "not yet" without creating friction.
• Curiosity about how deals work, from pricing and contract terms to how they flow into bookings and billing.

Nice-to-haves:

• Experience with Ironclad or another contract lifecycle management tool.
• Experience gathering requirements or testing changes for a CRM or quoting tool.
• Experience in B2B SaaS, fintech, or financial services.
• Familiarity with SaaS metrics and deal terms such as ARR, CARR, usage-based pricing, ramps, and multi-year uplifts.
• Exposure to order forms, billing, or revenue recognition basics (ASC 606).
• Familiarity with SQL.

Alloy is committed to fair and equitable compensation practices. Below is the anticipated starting base compensation range for this role; however, pay may vary depending on job-related knowledge, in-demand skills, relevant experience, and/or geography. In addition to a competitive base salary, this position is also eligible for equity awards in the form of stock options (ISOs) as well as a competitive total benefits package.

This position has a salary range of $80,000 to $100,000.

Benefits and Perks

• Unlimited PTO and flexible work policy
• Employee stock options
• Medical, dental, vision plans with HSA (monthly employer contribution) and FSA options
• 401k with 100% match up to 4% of annual employee compensation
• Eligible new parents receive 16 weeks of paid parental leave
• Home office stipend for new employees
• Annual Learning & Development annual stipend
• Well-being benefits include access to ClassPass, OneMedical, UrbanSitter, and Spring Health

Hybrid work environment: employees are expected to work Tuesdays through Thursdays from our HQ in Union Square, Manhattan. Tasty lunches catered from a variety of local restaurants and frequent employee-organized cultural events contribute to our positive office energy. On Monday/Friday most employees Zoom into work from home while some take advantage of the quieter office.

Alloy is proud to be an equal-opportunity workplace and employer. We’re committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status. We’re committed to an inclusive interview experience and provide reasonable accommodations to applicants with visible and invisible disabilities. We encourage applicants to share needed accommodations with their recruiter.

All Alloy jobs are listed on our careers page. Any communication during the recruitment process, including interview requests or job offers, will come directly from a recruiting team member with an alloy.com email address. We do not use outside applications or automated text messaging in our recruiting process. We will not ask for any sensitive financial or identification information during the recruiting process. If you’re ever unsure, please contact us directly via our website before sharing personal information.