Deal Desk Specialist

Drive Capital; Lorton (VA); On-site; USD 120,000 - 180,000; Full time

Job summary

VAST Data is seeking a Deal Desk Specialist on the East Coast to drive transactional analyses, forecasting, and deal structuring. You will partner with Sales, Revenue Operations, and GTM Strategy to optimize profitability and cash flow across bookings and revenue.

The role demands strong financial modeling, Excel expertise, and experience with Salesforce/Tableau. A Bachelor’s degree in a relevant field and 7+ years in deal desk or deal analysis are preferred. US-based candidates only.

Qualifications

• Bachelor’s degree in Finance, Accounting, Computer Science, Mathematics, or a related field.
• Strong analytical and quantitative skills with the ability to distill complex data into actionable insights.
• Excellent Excel/Google Sheets skills including pivot tables, formulas, and forecasting models.
• Experience in deal desk and deal analysis in a GTM-focused environment is preferred.
• Experience working cross-functionally with Sales, CS, Product, and Legal teams.

Responsibilities

• Lead sales analysis and reporting of renewals, expansions, cohort behavior, and deal profitability.
• Own and refine the sales forecast, aligning with RevOps and planning.
• Model and structure complex deals and new products in partnership with Sales leadership.
• Deliver high-quality financial analysis and strategic recommendations to executives.

Skills

Deal desk

Financial modeling

Excel advanced

Forecasting

Cross-functional collaboration

CRM & BI tools

Education

Bachelor’s degree in Finance, Accounting, Computer Science, Mathematics, or related field

Tools

Salesforce

Tableau

NetSuite

Job description

Deal Desk Specialist

• Finance
• East Coast, United States
• Full-time
• ID: VDT27012

Description

About Us

VAST Data is revolutionizing the AI data infrastructure landscape by enabling organizations to unlock radical intelligence and utility through innovative, simple, and transparent solutions. We’re on a mission to build the only data platform that can match the ambition of AI-era companies, and we need exceptional talent to achieve our vision.

Recognized as a category-defining leader, VAST has been:

• Named a Visionary in the 2023 Gartner Magic Quadrant for Distributed File Systems and Object Storage
• Ranked #1 in Global Market Share Growth for AI Infrastructure by IDC
• Included in the Forbes Cloud 100 list of the world’s top private cloud companies
• Trusted by leading enterprises, research institutions, and AI pioneers
• Backed by top-tier investors, including Nvidia and Goldman Sachs

About the Role

We are seeking a highly analytical and collaborative Strategic Finance Professional to drive analysis of transactions, accuracy, and strategic decision-making across bookings, revenue, and deal structuring. This role will serve as a key partner to Sales, Revenue Operations, and Go-To-Market Strategy teams.

Key Responsibilities

Sales Analysis & Reporting

• Lead the reporting and communication of key sales drivers including renewals, expansions, cohort behavior, sales cycle dynamics, and deal profitability.
• Serve as a central point of contact for analyzing and interpreting sales volumes across regions and industry verticals.

Forecasting

• Own and continuously refine the sales forecast, ensuring alignment with RevOps. Support top-down and bottom-up sales planning.
• Manage revenue and cash forecasting, delivering timely insight into revenue recognition and cash flow timing.
• Analyze the pipeline funnel to support financial outlooks and forecast accuracy.
• Support sales forecast meetings and collaborate with RevOps to monitor forecast accuracy.
• Contribute to 3- to 5-year strategic models tied to sales growth, new product launches, and geographic expansion.

Deal Support & Structuring

• Partner with the VP of Sales Strategy to model and structure complex or non-standard deals and new products.
• Evaluate deal-level profitability and assess financial implications.
• Support the Finance Deal Desk by advising on complex transaction structures and pricing strategies.

Ad-Hoc Analysis & Strategic Support

• Deliver high-quality financial analysis and strategic recommendations to executive stakeholders, etc.
• Maintain a problem-solving mindset, communicate challenges clearly, and navigate ambiguity with resilience and a good sense of humor.

Qualifications

• Comfortable operating in high-growth, fast-paced environments with shifting priorities.
• Bachelor’s degree in Finance, Accounting, Computer Science, Mathematics, or a related field.
• 7+ years of experience in deal desk and deal analysis ideally in a high-growth, GTM-focused environment.
• Strong analytical and quantitative skills with the ability to distill complex data into actionable insights.
• Excellent Excel/Google sheets skills including pivot tables, nested formulas, Index/Match, dynamic ranges etc. Macros/VBA, scenario analysis & sensitivity modeling. Driver based forecast models (lead - pipeline - sales - revenue - cash). Ability to pull from databases (Salesforce, NetSuite).
• Strong visualization and storytelling skills. (PPT, Google slides)
• Familiarity with CRM (e.g., Salesforce), BI tools (e.g. Tableau).
• Experience working cross-functionally with Sales, CS, Product, and Legal teams on strategic initiatives.