Deal Desk Analyst (Legal Tech)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
TL;DR
Deal Desk Analyst (SaaS/Legal Tech): Managing the Quote-to-Cash lifecycle and end-to-end quoting for new business and renewals with an accent on Salesforce CPQ and cross-functional alignment. Focus on eliminating quoting backlogs, standardizing deal workflows, and ensuring financial compliance across complex deal structures.
Location: Hybrid; Must be based in Oakland, California (In office M/W/Th)
Salary: $52.88 β $67.30 per hour
Company
helps law firms, government agencies, and corporations sift through millions of documents of evidence in big lawsuits and investigations using cutting-edge technology.
What you will do
- Manage end-to-end quoting for new business, renewals, and complex amendments using Salesforce CPQ.
- Own the Salesforce and ZenDesk queues for Q2C requests, managing intake, triage, and escalation.
- Partner with Finance and Legal to navigate non-standard terms and identify system inefficiencies.
- Standardize deal workflows and systemize the escalation process within Salesforce to improve transparency.
- Ensure all deals adhere to price books, discount thresholds, and financial compliance standards.
Requirements
- 5+ years of experience in Deal Desk, Sales Operations, or Revenue Operations.
- Advanced proficiency in Salesforce CPQ or similar quoting tools, including product configuration and price rules.
- Experience working in SaaS or Legal Tech environments.
- Authorized to work in the United States without restrictions (no visa sponsorship available).
- Strong communication skills to articulate complex commercial concepts to diverse internal stakeholders.
Culture & Benefits
- Comprehensive health, dental, and vision insurance plans.
- Flexible hybrid work schedule with WFH days on Tuesdays and Fridays.
- Monthly home internet reimbursement and choice of hardware (Mac or PC).
- Annual learning and development stipend and regular career check-ins.
- Paid company and federal holidays, plus time off for company-sponsored volunteer events.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β