Deal Desk Analyst | Remote, USA

Optiv; Overland Park (KS); Remote; USD 65,000 - 85,000; Full time

Benefits offered by this job

Professional training resources

Work/life balance

Volunteer opportunities

Job summary

A leading cybersecurity firm is seeking a Deal Desk Analyst to work remotely in the United States. This role involves supporting sales by providing insights on pricing, structuring deals, and analyzing data. The ideal candidate will have strong Excel skills, experience in data analytics, and a solid understanding of pricing dynamics. Join a company committed to diversity, work/life balance, and continuous improvement in their processes. This position offers the flexibility to work from home and contribute to meaningful projects.

Qualifications

• Medium to advanced level Excel skills.
• 2+ years in data analytics, consulting, client services, pricing advisory, or deal desk roles preferred.
• Experience establishing best practices and implementing new strategies preferred.

Responsibilities

• Provide counsel on sales strategy and deal structuring.
• Conduct analytics on select deals to identify margin improvement opportunities.
• Participate in deal review sessions to assess pricing execution.

Skills

Excel skills

Data analysis

Strong communication

Salesforce

Education

Bachelor’s degree in Finance, business, data science, or math-related field

Job description

Deal Desk Analyst | Remote, USA

Optiv is seeking a Deal Desk Analyst to work remotely from the United States. The role focuses heavily on pricing, financing, and data analysis, with FP&A and data science skills highly desired.

How You'll Make An Impact

• Serve as a trusted adviser to sales and COS teams by providing counsel on sales strategy, deal structuring, and optimal pricing levels on large, complex, and financially sensitive transactions, including client‑financed deals.
• Conduct analytics on select deals to identify opportunities for margin improvement, alternative quote configurations, and financing structures to help optimize pricing and cash flow outcomes.
• Work with data models to analyze pricing and financing scenarios and make informed recommendations to the sales team through benchmarking and scenario analysis.
• Participate in regular deal review sessions with Optiv leadership to assess appropriate pricing and financing execution on priority deals within the sales pipeline.
• Work closely with sales, finance, legal, and operations to structure and close client‑financed transactions, including the creation of proposals and executable payment agreements for clients.
• Respond to inquiries from sales and COS teams to provide guidance on competitive trends, customer pricing expectations, and financing considerations.
• Complete client financial analysis to support recommendations for new deal structures, payment terms, and offers.
• Work collaboratively with billing teams to ensure a positive client experience from a collections and execution standpoint.
• Participate in special projects designed to continuously improve the deal management and financing process. Identify opportunities for process improvement and collaborate with key stakeholders to drive projects to completion.

What We're Looking For

• Medium to advanced level Excel skills.
• Experience analyzing dynamic pricing environments with unique circumstances, including financed and non‑standard transactions.
• Strong understanding of pricing dynamics and financing sales transactions, with awareness of the long‑term impact of pricing and payment structure decisions.
• Ability to analyze large pools of data and create actionable and succinct recommendations.
• Ability to understand and help coordinate negotiation of contractual and payment terms.
• Strong communications and interpersonal skills.
• Experience in Salesforce.
• Bachelor’s degree in Finance, business, data science, or a math‑related field preferred.
• 2+ years in data analytics, consulting, client services, pricing advisory, or deal desk roles preferred.
• Experience working in a front‑line sales role or related sales support team preferred.
• Experience establishing best practices and implementing new strategies preferred.

What You Can Expect From Optiv

• A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups.
• Work/life balance.
• Professional training resources.
• Creative problem‑solving and the ability to tackle unique, complex projects.
• Volunteer opportunities. “Optiv Chips In” encourages employees to volunteer and engage with their teams and communities.
• The ability and technology necessary to productively work remotely/from home, where applicable.

EEO Statement

Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law.

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