Deal Management Analyst

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

2+ years of experience in deal desk, sales, or revenue operations., Strong analytical and problem-solving skills with the ability to manage multiple priorities., Excellent communication and collaboration skills, especially with global teams., Familiarity with sales systems like Salesforce and workflow automation tools..

Key responsibilities:

  • Review and process sales deals for compliance with company policies.
  • Serve as a subject matter expert for deal desk processes and provide guidance to stakeholders.
  • Collaborate with cross-functional teams to streamline deal execution and implement improvements.
  • Lead training sessions for new hires and contribute to automation initiatives.

ClickUp logo
ClickUp Information Technology & Services Scaleup https://bit.ly/clickup-linkedin
501 - 1000 Employees
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Job description

ClickUp is the world’s only all-in-one productivity platform that flexes to the way people want to work. It replaces all individual workplace productivity tools with a single, unified platform that includes project management, document collaboration, whiteboards, spreadsheets, and AI. With our headquarters based in San Diego and a rapidly expanding global presence, we are shaping the future of work. Join our team at ClickUp, one of the fastest-growing SaaS companies worldwide, and help millions of users be more productive - saving them at least one day every week. 🦄

The Deal Management Analyst is responsible for supporting the end-to-end deal process, ensuring accuracy, compliance, and efficiency in deal execution. This role partners closely with Sales, Finance, and Legal to facilitate deal approvals, resolve operational issues, and drive process improvements. The analyst is expected to work independently, especially during regional coverage gaps, and contribute to strategic initiatives such as automation and training.
 
Candidates based in San Diego, Ca preferred. Must be able to work Pacific Time (PST) hours. 

 

Key Responsibilities:
  • Review, validate, and process sales deals, ensuring compliance with company policies and pricing guidelines.
  • Serve as a subject matter expert for deal desk processes, providing guidance to sales reps and other stakeholders.
  • Identify and resolve workflow issues, including approval resets and system errors, escalating as needed.
  • Collaborate with cross-functional teams (Sales, Finance, Legal, Order Ops) to streamline deal execution and implement process improvements.
  • Participate in and lead training sessions for new hires and sales teams, sharing best practices and troubleshooting common issues.
  • Contribute to automation and AI initiatives to enhance operational efficiency.
  • Provide coverage for global deal desk operations, including flexible scheduling to support regional needs (e.g., APAC, EMEA).
  • Mentor and support junior team members, fostering a collaborative and knowledge-sharing environment.

 

Qualifications:
  • 2+ years of experience in deal desk, sales, revenue operations, sales operations, or a related field.
  • Strong analytical and problem-solving skills; ability to work independently and manage multiple priorities.
  • Excellent communication and collaboration skills; experience working with global teams is a plus.
  • Familiarity with sales systems (e.g., Salesforce, Ironclad) and workflow automation tools.
  • High attention to detail and commitment to process compliance.
  • Adaptability and willingness to challenge the status quo for continuous improvement.

 

Growth Opportunities:
  • Potential to advance into leadership roles as the team and company expand globally.
  • Opportunity to influence strategic projects and process enhancements.

 

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Salary and Benefits

At ClickUp, we believe in transparency and fairness in compensation. The range displayed reflects the minimum and maximum target salaries for the position across all US locations. Please note that the actual compensation for this position may vary and is dependent on factors such as geographic location,  interview performance, years of experience, education level, and specific skills. We encourage candidates to discuss compensation expectations during the interview process to ensure alignment with their qualifications and our company’s compensation philosophy.

This position is eligible for the following benefits and perks:

  • Equity
  • 401k
  • Health, Dental, and Vision insurance
  • Spending accounts
  • Life & Disability
  • Paid parental leave
  • Flexible paid time off
  • Enhanced employee assistance program
  • Employee wellness stipend
  • Professional development stipend
USA Salary Range (OTE)
$60,000$78,500 USD

 


Unsure if you meet all the qualifications of this job description but are deeply excited about the role? We hire based on ambition, grit, and a passion for improving the way people work. If you think ClickUp is the company for you, we encourage you to apply!

ClickUp was founded on a culture of hard work, consistent growth, and a desire to break norms. We’re a values-driven company and hire based on ambition, merit, and a willingness to do what it takes to succeed. We don’t care where you’re from, what you look like, or who you’re in a relationship with—we hire the best people for the job, and create an environment that supports employees on their journey to do the most exciting work of their lives! ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.


ClickUp collects and processes personal data in accordance with applicable data protection laws.

Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.


ClickUp Talent Acquisition will only initiate contact via an @clickup.com email or through our official careers portal on clickup.com. We will never request fees, payments, or sensitive personal information. Please disregard any offers received outside these channels and report them to support@clickup.com.

Required profile

Experience

Industry :
Information Technology & Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Problem Solving
  • Analytical Skills
  • Mentorship
  • Training And Development
  • Adaptability
  • Detail Oriented
  • Collaboration
  • Communication

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