Lead Sales Operations Analyst

Cloud Software Group; San Ramon (CA); On-site; USD 133,307 - 199,961; Full time

Job summary

Cloud Software Group is seeking an experienced Deal Desk Analyst to help structure complex sales transactions for maximum profitability and policy compliance. You will partner with sales, finance and legal to guide deal structuring, pricing and approvals while improving efficiency across the deal desk.

You will oversee deal processes, train analysts, and implement best practices to reduce cycle times and mitigate risk, all with a strong focus on cross‑functional collaboration and data‑driven

Qualifications

• Excellent communication and presentation skills; able to lead meetings with executives and management teams.

Responsibilities

• Analyze and structure complex sales transactions to align with company policies and customer needs.
• Evaluate deal profitability, risk, and compliance.
• Provide guidance on deal structuring, pricing, and approvals to sales teams.
• Work cross‑functionally with sales, finance, legal, and operations to ensure compliance with policies.
• Identify and implement best practices to streamline deal desk processes and reduce sales cycle times.

Skills

Executive interaction

Oral & written comms

Multiple initiatives

Cross-functional process knowledge

Performance improvement

Analytical skills

Business case development

Team leadership

Education

Bachelor’s degree/MBA in Business Administration, Engineering, IT, or related field

Tools

Oracle CRM

Job description

Primary Duties / Responsibilities

• Analyzing and structuring complex sales transactions to align with company policies and customer needs.
• Evaluating deal profitability, risk, and compliance.
• Oversight of other analysts, and for training and process improvement within the deal desk itself.
• Providing guidance and support to sales teams on deal structuring, pricing, and approvals.
• Working closely with sales, finance, legal, sales operations, and other departments to ensure deals are structured according to corporate policies.
• Coordinating approvals and resolving issues cross‑functionally.
• Streamlining deal desk processes and workflows to improve efficiency and reduce sales cycle times.
• Identifying and implementing best practices for deal management.
• Analyzing deal data and creating reports to provide insight into deal pipeline and performance.
• Ensuring deals comply with company policies, legal requirements, and revenue recognition standards.
• Identifying and mitigating potential risks associated with deals.
• Working with a sense of urgency and quickly identifying root causes of issues in process, policy, system, or data, then engaging functional owners to resolve.
• Collecting data and information to standardize the deal formation process and identifying opportunities to automate elements of the deal desk and improve operational execution.

Preferred Qualifications

• Ability to interact effectively with executives, functional peer groups, and subordinates to gain commitment and cooperation from others, especially in departments with competing priorities.
• Excellent oral and written communication skills, and excellent presentation skills; able to lead meetings internally and externally and give executive briefings. Often takes a leading role in senior‑level presentations with management teams.
• Ability to manage multiple initiatives in parallel.
• Understanding of cross‑functional process knowledge to drive efficiency into quote‑to‑cash processes.
• Strives to improve performance and to have a significant impact on departmental success.
• Demonstrates strong analytical skills.
• Articulates compelling qualitative and quantitative business cases for process improvement.
• Effectively gives direction to team members to accomplish complex deals.

Functional / Technical Requirements

• Bachelor’s degree/MBA from an accredited college/university in Business Administration, Engineering, IT, or a related field.
• 3–5 years of operations experience.
• 2–4 years of experience in a process‑improvement focused environment.
• Consulting experience preferred.
• Knowledge of Oracle CRM system.

Compensation & Benefits

Compensation may vary depending on your location and qualifications, including education, training, experience, licensure, and certification, that could result at a level outside of these ranges. Certain roles are eligible for additional rewards, including annual bonus and sales incentives, depending on the terms of the applicable plan and role as well as individual performance. NY generally ranges: $116,936–$175,404. CA generally ranges: $133,307–$199,961. All other locations fall under our General State range: $116,936–$175,404.

Benefits may vary depending on the nature of your employment with Cloud Software Group and the country where you work. U.S. based employees are typically offered access to healthcare, life insurance and disability benefits, a 401(k) plan with company match, among others.

Equal Employment Opportunity Statement

Cloud Software Group is firmly committed to Equal Employment Opportunity (EEO) and to compliance with all federal, state and local laws that prohibit employment discrimination. All qualified applicants will receive consideration for employment without regard to age, race, color, creed, sex or gender, sexual orientation, gender identity, gender expression, ethnicity, national origin, ancestry, citizenship, religion, genetic carrier status, disability, pregnancy, childbirth or related medical conditions (including lactation status), marital status, military service, protected veteran status, political activity or affiliation, taking or requesting statutorily protected leave and other protected classifications.

Cloud Software Group will consider qualified applicants with a criminal history and conduct the recruiting process in accordance with the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers and San Diego Fair Chance Ordinance. For access to the laws see the following links: California FCA and Los Angeles FCO.

If you need a reasonable accommodation due to a disability during any part of the application process, please contact us via the Bridge portal for assistance.