Revenue Operations Analyst: Deal Desk & Automation

Talentify; San Francisco (CA); On-site; USD 110,000 - 160,000; Full time

Job summary

Sentry is seeking a Revenue Operations Analyst to join the Revenue Ops team across Analytics, GTM Technology, and Deal Desk. You will own deal desk end-to-end and drive CPQ/Salesforce improvements to reduce friction and accelerate quotes.

You will design self-service guardrails, build playbooks, and partner with sales, finance, and marketing to keep the playbook aligned. This role suits a process-minded, autonomous candidate who enjoys turning chaos into order and leveraging AI tools to

Qualifications

• 5+ years of experience in Deal Desk, Sales Operations, Revenue Operations, or a closely related function at a B2B SaaS company.
• Hands-on experience with CPQ tools (Dealhub, Salesforce CPQ, MonetizeNow or similar) and a clear understanding of how quoting logic, product catalogs, and approval workflows are configured.
• Comfortable in Salesforce; you know your way around objects, fields, and reports, and you can have a productive conversation with a Salesforce admin about what needs to change.
• Experience handling the full deal lifecycle: quoting, redlines, order forms, and booking.
• Strong analytical instincts, you can build a model or a report to answer a question, and you know which questions are worth asking.
• A demonstrated habit of improving the processes you inherit, not just executing them.
• Experience using AI tooling (Copilot, ChatGPT, or purpose-built RevOps tools) to accelerate deal review, summarization, or exception routing.

Responsibilities

• Own Deal Desk - end-to-end processing of deals — including quote creation, discount review, order form generation, and approval routing — with minimal escalation and fast turnaround.
• Become an expert in our CPQ system and Salesforce integration– not just as a user, but as a critical voice for what should change. Document pain points, propose solutions, and work alongside our GTM Tech team to drive improvements.
• Help design and implement self-service guardrails and automation that reduce the volume of deals requiring manual Deal Desk intervention, working toward a future where reps can handle standard deals entirely on their own.
• Build and maintain deal desk playbooks, approval matrices, and process documentation that create consistency and reduce re-review.
• Support pricing updates by ensuring that changes are reflected accurately and promptly in CPQ, and flagging downstream impacts before they become problems for sales.
• Identify patterns across deal data — approval rates, exception types, deal velocity — and surface insights that inform policy and pricing decisions.

Skills

Deal Desk experience

CPQ tools

Salesforce CPQ

Deal lifecycle management

Analytical skills

Process improvement

AI tooling in RevOps

Tools

Dealhub

Salesforce CPQ

MonetizeNow

Job description

Sentry is seeking a Revenue Operations Analyst to join the Revenue Ops team across Analytics, GTM Technology, and Deal Desk. You will own deal desk end-to-end and drive CPQ/Salesforce improvements to reduce friction and accelerate quotes.

You will design self-service guardrails, build playbooks, and partner with sales, finance, and marketing to keep the playbook aligned. This role suits a process-minded, autonomous candidate who enjoys turning chaos into order and leveraging AI tools to