Deal Desk Analyst: Fast-Paced Revenue Ops & Quoting

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, 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