Deal Desk Analyst - Remote

DAS Health; United States; Remote; USD 70,000 - 100,000; Full time

Job summary

DAS Health, a leader in Health IT solutions, seeks a Deal Desk Analyst to support sales enablement and drive operational efficiency. The ideal candidate will have strong financial skills, experience in deal structuring, and the ability to collaborate across teams for successful project outcomes. This role offers flexibility to work remotely while being integral to the company's revenue growth strategy.

Benefits

Work from Home Allowance

Competitive pay with discretionary bonus opportunities

Flexible Time Off

Continued Education Reimbursements

Company Paid Health Benefits for employees and family

401k with Employer Match

Mental Health Services

Parental Leave

Qualifications

• 3+ years in deal desk or sales operations experience.
• Strong understanding of financial modeling and pricing structures.
• Proven ability to collaborate with cross-functional teams.

Responsibilities

• Structure and execute complex deals with Sales and leadership.
• Manage Client Order Form standardization and approval workflows.
• Provide guidance on deal desk processes to Sales.

Skills

Financial modeling

Analytical skills

Problem-solving

Communication

Education

Bachelor’s degree in Business, Finance, Economics

Tools

Microsoft Excel

CRM systems (Salesforce, HubSpot)

Job description

Recognized as one of the fastest growing companies in Tampa Bay and on the Inc. 5000 list of top privately held companies in the country for 10 years, DAS Health is seeking an experienced Deal Desk Analyst to join our team!

Deal Desk Analyst

The Deal Desk Analyst is a key partner to Sales and cross-functional teams, responsible for structuring complex deals, ensuring compliance with pricing and contract standards, and streamlining approval workflows. This role supports deal underwriting, Client Order Form (COF) standardization, RFP responses, and pricing analysis. You'll help drive operational efficiency and support sales enablement efforts, playing an integral role in the company’s revenue strategy and growth.

Please note: Candidates must be available to work Central or Eastern Time Zone (CT or ET) business hours to align with our team’s operations.

Responsibilities:
Deal Structuring & Execution

• Structure, review, and approve complex deals in coordination with Sales, Business Unit Leaders, and Senior Leadership
• Ensure alignment with pricing, margin, and contract policy standards
• Support non-standard deal terms while maintaining compliance and profitability
• Lead Client Order Form (COF) creation for complex opportunities and coordinate across management and operational teams

Underwriting & Approval Management

• Apply deal underwriting criteria across deal types and business units
• Define and enforce approval workflows based on key thresholds (e.g., MRR, margin, risk)
• Streamline review processes to enable faster, more efficient deal approvals

Cross-Functional Collaboration

• Work closely with Legal, Procurement, Product, and Business Unit leaders to validate margins, assess risk, and manage contract reviews
• Align internal stakeholders on financial models, special offers, and custom deal terms

Client Order Form (COF) Standardization

• Develop and maintain standardized COF templates and ensure contract scalability and compliance
• Manage version control and update internal SOP documentation to support consistency and audit-readiness

Pricing & Discount Analytics

• Monitor discount trends across markets and business units
• Provide actionable insights to inform pricing strategy and enforce discount guardrails in partnership with Sales Enablement

RFP & Proposal Support

• Assist in crafting, reviewing, and editing RFP and RFI responses with input from subject matter experts
• Tailor proposal content based on customer needs, industry research, and strategic positioning
• Organize and manage reusable proposal content and support knowledge-sharing initiatives

Sales Enablement & Strategic Projects

• Provide Sales with guidance on deal desk processes, tools, and best practices
• Contribute to revenue strategy projects and go-to-market initiatives
• Support enablement efforts to improve operational efficiency and scalability across teams

Requirements:

Educational Background

• Bachelor’s degree in Business, Finance, Economics, or a related field; healthcare industry experience is a plus

Relevant Experience

• 3+ years in deal desk, sales operations, finance, or a similar role within SaaS, healthcare IT, or professional services

Financial & Analytical Skills

• Strong understanding of financial modeling, pricing structures, and contract management
• Exceptional attention to detail with strong analytical and problem-solving capabilities

Cross-Functional Collaboration

• Proven ability to align and drive outcomes across Sales, Legal, Product, and other cross-functional teams in a fast-paced environment

Technical Proficiency

• Advanced Microsoft Excel skills and experience working with CRM systems such as Salesforce or HubSpot

Communication Skills

• Excellent written and verbal communication skills with the ability to convey complex concepts clearly

RFP & Proposal Experience

• Experience supporting RFPs and knowledge of proposal management processes is preferred

Strategic & Independent Thinking

• High business acumen with a strategic approach to deal structuring
• Self-starter with the ability to manage multiple priorities and work independently

What We Offer:

For full-time opportunities, we offer:

• Work Remotely (unless otherwise specified) with Work from Home Allowance
• Competitive pay with discretionary bonus opportunities
• Flexible Time Off
• Continued Education Reimbursements
• Company Paid Health Benefits for employees and family
• 401k with Employer Match
• Mental Health Services
• Parental Leave

About DAS:
DAS Health is a leading provider of Health IT and management solutions and a trusted consultant to many physician groups, hospitals and healthcare systems across North America. For the last two decades, DAS Health has been bridging the gap between regulatory compliance, business goals and personal service, empowering our clients to deliver more patient-centric care, protect their earnings and increase profitability.
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