Deal Desk Analyst
ExternalFull-timeRemote1w ago
ComplianceCross-functional CollaborationDocumentationGenerative AIProcess ImprovementSalesforce
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About the role
The Deal Desk Analyst plays a key role in ensuring our deal structuring and quoting process runs efficiently, compliantly, and in alignment with company policy. This role focuses on operational deal execution, supporting sales with accurate quotes, and maintaining strong governance standards . The Analyst is responsible for day-to-day quote execution, standard exceptions, and operational excellence across assigned regions.
Responsibilities
- Quote Execution & Support
- Provide regional quote creation and modification aligned with established pricing rules, discount policy, and approval matrix.
- Manage day-to-day requests from Account Executives and Sales Operations related to quotes, product configurations, pricing, and standard contractual terms.
- Operational Compliance
- Ensure all quotes and transactions comply with company accounting policies, and internal controls.
- Maintain accuracy and completeness of deal documentation.
- Exception Handling
- Process standard exceptions within set thresholds.
- Escalate complex or out-of-policy requests to the appropriate approval channels.
- Sales & Cross-Functional Collaboration
- Partner with Legal, Revenue Operations, and Finance to ensure alignment on billing, terms, and subscription changes.
- Act as a first point of contact for sales regarding quoting processes, system use, and policy adherence.
- Enablement & Process Improvement
- Deliver onboarding and process training for new sales hires.
- Provide feedback to Operations teams on tooling and process improvements.
- Act as a triage point for system issues, logging and escalating to the appropriate support team.
- Responding to RFP and manage vendor onboarding
Requirements
- Bachelor's degree in Business, Finance, Mathematics, Statistics, or a related analytical field.
- 3+ years' experience in Deal Desk, Order Management, Finance Operations, or Sales Operations.
- Understanding of financial governance and compliance in a SaaS/software environment.
- Strong problem-solving skills and ability to work independently in a fast-paced, high-growth environment.
- Excellent communication skills (English required; other languages a plus).
- Proficiency with Salesforce, CPQ tools, and Zendesk preferred.
- More about OutSystems
- Our customers are some of the world's most recognizable brands across diverse industries- such as Toyota, Heineken, Bosch, KeyBank, and UCLA-who trust OutSystems to deliver ROI and transformational impact.
- Working at OutSystems
- Our culture is built on our core values of Trust, Customer Success, Innovation, and Alignment. We operate as one global OutSystems team, taking ownership to pursue our vision of being the AI platform enterprise leaders trust to build, secure, and evol
Benefits
Vision insuranceRemote work options
Additional Information
There are NO limits to your career: come shape the future and be part of a truly unique global culture at OutSystems!
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