Deal Desk Analyst

Location: US Remote; candidates must be eligible to work in the United States for full-time employment.

Salary: $56,800–$71,000 per year

Company

hirify.global provides a SaaS digital sales and service platform for U.S. banks and credit unions, combining onboarding, digital banking, data, and marketing solutions.

What you will do

• Process and validate standard deal requests, including quoting, pricing configuration, and order form preparation.
• Review deal submissions for completeness, policy compliance, and routing requirements.
• Support complex deal packages through data gathering, document preparation, and Salesforce/CPQ updates.
• Answer standard Sales questions about quote building, pricing, product configuration, and quote status.
• Maintain accurate deal records and documentation, manage Jira tickets, and coordinate contract and order form execution.
• Generate deal desk reports and dashboards covering queue volume, turnaround times, and open approvals.

Requirements

• At least 1 year of experience in deal desk, sales operations or support, or business operations.
• Bachelor's degree in Finance, Business, Economics, or a related field, or equivalent experience.
• High attention to detail and an organized approach to managing multiple deadlines.
• Strong written and verbal communication skills with comfort working with Sales and cross-functional stakeholders.
• Proficiency in Microsoft Excel or Google Sheets; familiarity with Salesforce or a similar CRM is beneficial.
• Must be eligible to work in the United States; employment sponsorship is not available.

Nice to have

• SaaS or FinTech experience.
• Exposure to complex product and pricing structures.
• Familiarity with quote-to-cash, sales operations, revenue accounting, or invoicing.
• Intermediate Excel, GSuite, and SFDC skills, including data and file ownership.

Culture & Benefits

• Remote-first work environment for U.S.-based roles.
• Diverse and inclusive workplace.
• Unlimited paid time off.
• 401(k) with employer match.