Deal Desk Analyst: Revenue & Compliance Pro

F5 Remote Jobs; San Francisco (CA); Hybrid; USD 80,000 - 108,000; Full time

Benefits offered by this job

Healthcare

Dental

Vision

Parental leave and planning

Mental health benefits

401(k) plan and match

11 paid holidays

Volunteer time off

Paid time-off

Other competitive benefits designed to

Job summary

New Relic in San Francisco is seeking a Deal Desk Analyst to join our Finance team and help structure profitable, compliant transactions across multiple departments. You will support pricing, terms, and revenue recognition while safeguarding bookings and revenue.

The role requires strong collaboration, attention to detail, and the ability to work across time zones in a fast-paced tech environment. A bachelor’s degree and order-entry experience are preferred.

Qualifications

• 2+ years of Finance/Operations experience in a high-tech environment, preferably with order entry experience.
• Proficiency with SalesForce and MS Excel / Google Sheets is preferred.
• Demonstrated capability to build strong working relationships with internal business units and across regions.
• Strong communication, organizational and problem-solving skills.
• Possesses a quality of high attention to detail.
• Willingness to cover various time zones and work extra hours as needed.
• Bachelor's Degree in Business or a similar field required.

Responsibilities

• Cultivate and sustain strong working relationships with pivotal business partners (e/g Finance, Legal, Support, etc.) to help facilitate the review and approval process.
• Work with cross functional teams ( e.g., Legal, Finance, Product, etc.) focusing on complex pricing/commercial terms and provide options to provide the means to Sales to address and surmount customer objections while maximising revenue/bookings.
• Build and review a variety of order forms with differing levels of complexity for accuracy, while ensuring all required approvals, such as discounts and contractual terms, are obtained and clearly documented (both within our CPQ tool and outside as needed), as well as being fully compliant with New Relic’s internal policies.
• Deliver ongoing education and training to ensure Sales’ understanding of and compliance with non-standard deal processes.
• Prepare and review contracts (order forms, legal agreements, customer purchase orders, quotes, etc.) for compliance with revenue recognition and Deal Desk policies.
• Safeguard and manage data quality in SFDC for all proposed and closed quotes/deals. This includes but is not limited to customer entitlements, new deal logos, commission levels and deal amounts, ensuring that all transactions adhere to internal revenue recognition policies and operational guidelines.

Skills

Finance/Operations experience

Salesforce

MS Excel / Google Sheets

Cross-functional collaboration

Attention to detail

Time zone flexibility

Education

Bachelor's Degree in Business or related field

Tools

Salesforce CPQ

Job description

New Relic in San Francisco is seeking a Deal Desk Analyst to join our Finance team and help structure profitable, compliant transactions across multiple departments. You will support pricing, terms, and revenue recognition while safeguarding bookings and revenue.

The role requires strong collaboration, attention to detail, and the ability to work across time zones in a fast-paced tech environment. A bachelor’s degree and order-entry experience are preferred.