Strategic Deal Desk Analyst - Revenue Ops

PitchBook; Seattle (WA); On-site; USD 92,000 - 102,000; Full time

Benefits offered by this job

Health benefits

Educational stipend

Tuition reimbursement

401k match

Stock program

Annual bonus

Job summary

PitchBook, a Morningstar company, is seeking a mid-level Deal Desk Analyst to partner with our Sales, Finance, and Legal teams. You will review orders, validate amendments, and maintain data integrity to support revenue growth.

Based in the United States, this in-office role requires strong analytical skills, Salesforce proficiency, and the ability to navigate cross-functional processes while ensuring compliance and operational efficiency.

Qualifications

• Bachelor's degree in finance, business administration, or a related field.
• 3+ years of experience in order management, revenue operations, Sales or related role; SaaS experience preferred.
• Strong understanding of revenue recognition, billing processes, and financial compliance.
• Proficiency in Salesforce and other CRM tools.
• High attention to detail with excellent organizational and analytical skills.
• Strong verbal and written communication; ability to collaborate across departments.
• Self-motivated, proactive, and able to manage multiple tasks in a fast-paced environment.
• Ability to provide strategic recommendations to improve order processes.
• Proficiency with Microsoft Office including Outlook, Word, and Excel; quick to learn new systems.

Responsibilities

• Process and review sales orders and contract amendments to ensure accuracy and compliance with internal policies.
• Collaborate with sales, finance, and legal teams to resolve order discrepancies and ensure accurate documentation.
• Assist in analyzing order structures, ensuring alignment with financial guidelines and billing procedures.
• Maintain and update order audit dashboards to track discrepancies, trends, and process improvements.
• Work within Salesforce and other CRM tools to validate contract terms, pricing, and billing details.
• Verify contract amendments, billing changes, and collection notices in coordination with the billing team.
• Support the contract activation process by ensuring accurate data entry and timely execution.
• Provide guidance to the sales organization on order processing best practices and compliance requirements.
• Assist in developing and maintaining process documentation and internal guidelines to improve operational efficiency.
• Support the professional growth of junior team members through coaching and mentorship.
• Participate in cross-functional initiatives to enhance order management processes and improve internal controls.
• Support the vision and values of the company through role modeling and encouraging desired behaviors.

Skills

Analytical skills

Attention to detail

Cross-functional collaboration

Communication skills

Salesforce proficiency

Education

Bachelor's degree in finance or related field

Tools

Salesforce

CRM tools

Excel

Outlook

Job description

PitchBook, a Morningstar company, is seeking a mid-level Deal Desk Analyst to partner with our Sales, Finance, and Legal teams. You will review orders, validate amendments, and maintain data integrity to support revenue growth.

Based in the United States, this in-office role requires strong analytical skills, Salesforce proficiency, and the ability to navigate cross-functional processes while ensuring compliance and operational efficiency.