Sr. Deal Desk Analyst

Alkami; United States; Remote; USD 76,000 - 95,000; Full time

Benefits offered by this job

Remote-first environment

Unlimited PTO

401(k) with employer match

Job summary

Alkami is a remote-first platform empowering U.S. banks and credit unions. We seek a Sr. Deal Desk Analyst to support deal structuring, pricing, and contract coordination across the quote-to-cash process.

You will partner with Sales, Legal, Rev Ops, Finance, and Accounting to ensure accurate pricing and timely approvals, while building business acumen and deal support capabilities.

Qualifications

• 4+ years of experience in deal desk, sales operations, finance, or related business operations roles.
• Bachelor's degree in Finance, Business, Economics, or related field preferred or equivalent work experience
• Solid understanding of SaaS pricing, quoting, and contract processes
• Experience with Salesforce and CPQ or other quoting tools
• Strong attention to detail and accuracy in data management
• Ability to analyze data and identify discrepancies
• Effective communication skills for cross-functional collaboration
• Ability to manage multiple tasks and navigate ambiguous deal situations
• Willingness to learn complex product and pricing structures

Responsibilities

• Review and process a high volume of complex commercial deals, ensuring proposals are accurate and compliant with pricing policy.
• Evaluate deal requests for discounting, non-standard terms, and approval requirements; route for sign-off per the deal approval matrix.
• Partner with Account Executives and Sales Managers to structure deals that balance customer needs with internal guardrails.
• Request, manage, and review order forms, quotes, and proposal packages for accuracy prior to customer delivery.
• Identify and resolve deal blockers in a timely manner, maintaining SLA responsiveness while supporting deal velocity.
• Maintain clean and accurate Salesforce and CPQ records, flagging discrepancies between SFDC and contracts.
• Support the Senior Analyst(s) and Director on escalated or complex deal reviews as needed.
• Contribute to team documentation and policy updates.
• Assist with period-end reporting and ad hoc analysis on deal trends and discount metrics
• Other projects and deadline-driven tasks as assigned

Skills

Deal desk

Sales operations

Finance

SaaS pricing

Salesforce & CPQ

Data analysis

Cross-functional collaboration

Education

Bachelor's degree in Finance, Business, Economics, or related field

Tools

Salesforce

CPQ

Quoting tools

Excel

Job description

Alkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified Platform integrates onboarding, digital banking, and data and marketing - each solution can stand alone, but together they deliver more - to help institutions onboard, engage, and grow relationships. As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action. Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably's Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). We are building a culture where each Alkamist can perform to their highest potential, and we are always on the lookout for the best and brightest minds. If you are ready to experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S. As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title. Follow us on Glassdoor and LinkedIn.

The Sr. Deal Desk Analyst applies developing professional expertise to support deal structuring, pricing, and contract coordination across the quote-to-cash process. This role partners with Sales, Legal, Rev Ops, Finance, and Accounting to ensure deals are accurately structured, priced, and executed in alignment with company policies. The Sr Deal Desk Analyst contributes to deal analysis, system updates, and reporting while operating within established guidelines. Work is performed with moderate independence, with a focus on building business acumen and deal support capabilities.

Key Responsibilities & Duties

• Review and process a high volume of complex commercial deals, ensuring proposals are accurate, compliant with pricing policy, and commercially sound.
• Evaluate deal requests for discounting, non-standard terms, and approval requirements; route for sign-off per the deal approval matrix.
• Partner with Account Executives and Sales Managers to structure deals that balance customer needs with internal guardrails.
• Request, manage, and review order forms, quotes, and proposal packages for accuracy prior to customer delivery.
• Identify and resolve deal blockers in a timely manner, maintaining SLA responsiveness while supporting deal velocity.
• Maintain clean and accurate Salesforce and CPQ records, flagging discrepancies between SFDC and contracts. High level of SFDC intelligence.
• Support the Senior Analyst(s) and Director on escalated or complex deal reviews as needed; liaison with Finance, Legal, Accounting, and Product as needed.
• Contributor to ongoing team documentation including process guides, FAQ resources, and policy updates.
• Assist with period-end reporting and ad hoc analysis on deal trends, approval rates, and discount metrics.
• Other projects and deadline driven tasks as assigned.

Qualifications

• 4+ years of experience in deal desk, sales operations, finance, or related business operations roles
• Bachelor's degree in Finance, Business, Economics, or related field preferred or equivalent work experience
• Solid understanding of SaaS pricing, quoting, and contract processes
• Experience with Salesforce and CPQ or other quoting tools
• Strong attention to detail and accuracy in data management
• Ability to analyze data and identify discrepancies
• Effective communication skills for cross-functional collaboration
• Ability to manage multiple tasks and navigate ambiguous deal situations
• Willingness to learn complex product and pricing structures

Desired Skills

• Experience in SaaS or other financial technology environments
• Understanding of SaaS Sales and Contracting operations
• Familiarity with quote-to-cash processes
• Exposure to financial analysis or deal profitability concepts
• Experience supporting reporting and data analysis
• Intermediate to Advanced Excel, GSuite, and SFDC skills

The salary range for this position is: $76,000 - $95,000

Cool Things to Know

Not Just Any Company: Alkami has an awesome diverse and inclusive environment. We have a FUN culture and offer great benefits, including remote-first environment, unlimited paid time off, 401(k) with employer match, and more.

Work Authorization

We cannot offer employment sponsorship at this time. Candidates must be eligible to work in the US for full-time employment.

Pay Transparency

As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington.

Important Stuff Alkami Technology is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind

Alkami is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Alkami are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Alkami will not tolerate discrimination or harassment based on any of these characteristics. Alkami encourages applicants of all ages.