Deals Desk

Net2Source (N2S); San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Net2Source (N2S) seeks a Revenue Operations Analyst- Deal Desk in San Francisco, CA to support structuring deals within the CRM and ensure alignment with bookings policy and SaaS revenue. The role focuses on pricing models, governance, and cross-functional collaboration for accurate bookings and revenue recognition.

The analyst will create pricing tools, train sales teams, and drive adoption of standardized processes across divisions and geographies.

Qualifications

• Experience structuring deals within a CRM and guiding pricing decisions.
• Ability to interpret complex contractual terms and apply pricing rules.

Responsibilities

• Read, interpret and understand complex legal agreements.
• Accurately complete pricing calculators by contract data.
• Apply booking guidelines to contracts in the CRM.
• Support pricing initiatives for data gathering and intelligence.
• Assist client-facing teams in calculating pricing models for new and existing customers.
• Train and advise Account Executives, CSMs, and BDMs on deal structures in Salesforce.
• Define and maintain sales policies to align with bookings policy and SaaS revenue model.
• Coordinate with Accounting, FP&A, Legal, Sales and Sales Operations on deal issues.
• Implement processes and tools to ensure data integrity in Salesforce and BI tools.
• Act as sales advocate and partner on complex sales issues.
• Ensure end-of-quarter deals are reviewed and finalized timely.
• Obtain internal approvals for Client Agreements across departments.
• Perform deal desk duties in early negotiations around bookings and revenue recognition.
• Manage RevOps ticket queue and ensure timely responses to SLA.

Skills

CRM systems

Salesforce

Pricing

Forecasting

Sales analytics

Tools

Salesforce

Job description

I am looking for a Revenue Operations Analyst in San Francisco, CA. Please see the attached job description below. If you feel interested feel free to apply.

Job Title: Revenue Operations Analyst- Deal Desk

Duration: 8+ months

About This Job

The Revenue Operations Analyst will be responsible for assisting our customer facing teams with structuring deals within our CRM to ensure that our bookings policy and SaaS revenue model is followed. The Revenue Operations Analyst will collaborate with the team to provide guidance, deal review, and finalize sales bookings within the CRM. In addition, the Revenue Operations Analyst will create sales tools that assist the team with calculating appropriate pricing structure that is beneficial for both the customer, and Client. The Revenue Operations Analyst will support consolidated reporting, standards around KPIs and metrics (i.e.: bookings, pipeline), forecasting, sales tools and sales enablement. This person will also have an important role in driving adoption related to cross-functional alignment of processes including cross-divisional deals, and pricing. This role reports to the Client Revenue Operations Manager.

You will

• Read, interpret and understand complex legal agreements
• Accurately and efficiently complete pricing calculators by taking pertinent contract data and entering into calculator for upload to system of record
• Apply conceptual understanding using logic and reasoning to interpret and apply complex booking guidelines to contracts
• Support Price-Getting & Price-Setting initiatives for data gathering and intelligence
• Support client-facing teams in calculating appropriate pricing models for New customers, and growth upon Existing customers. Namely, point-of-diminishing return on SaaS revenue
• Provide direction and training to Account Executives, Customer Success Managers, and Business Development Managers in regards to reflecting Customer Agreement structure within Salesforce.com opportunities
• Define, document, and maintain sales policies across Divisions and geographies to encourage the right behavior and alignment with our bookings policy and SaaS revenue model
• Be a liaison between Accounting/Billing, FP&A, Legal, Sales, Sales Compensation and Sales Operations for everything deal related
• Implement, document, enforce processes, and tools that will maintain integrity and accuracy of sales data in Salesforce.com and integrate with business intelligence software and other sales tools
• Be a sales advocate and partner with internal organizations to understand complex sales issues
• Assist with ensuring that all end-of-quarter deals are reviewed and finalized in a timely manner
• Work with Corporate Insurance, Data Ethics, Legal, Security, Tax to collect internal approvals for Client Agreements
• Perform deal desk responsibilities in the early stages of deal negotiations by providing deal guidance around bookings, deal structure, forecasting implications and revenue recognition.
• Manage a queue of RevOps tickets/cases and ensure inquiries are addressed by the appropriate parties in a timely manner to reach SLA requirements.
• Help in establishing, and implementing best practices for teams’ operational excellence initiatives
• Present on changes to policies and rules as necessary