Deal Desk Analyst - Remote

• Structure, review, and approve complex deals in coordination with Sales, Business Unit Leaders, and Senior Leadership
• Ensure alignment with pricing, margin, and contract policy standards
• Support non-standard deal terms while maintaining compliance and profitability
• Lead Client Order Form (COF) creation for complex opportunities and coordinate across management and operational teams

• Apply deal underwriting criteria across deal types and business units
• Define and enforce approval workflows based on key thresholds (e.g., MRR, margin, risk)
• Streamline review processes to enable faster, more efficient deal approvals

• Work closely with Legal, Procurement, Product, and Business Unit leaders to validate margins, assess risk, and manage contract reviews
• Align internal stakeholders on financial models, special offers, and custom deal terms

• Develop and maintain standardized COF templates and ensure contract scalability and compliance
• Manage version control and update internal SOP documentation to support consistency and audit-readiness

• Monitor discount trends across markets and business units
• Provide actionable insights to inform pricing strategy and enforce discount guardrails in partnership with Sales Enablement

• Assist in crafting, reviewing, and editing RFP and RFI responses with input from subject matter experts
• Tailor proposal content based on customer needs, industry research, and strategic positioning
• Organize and manage reusable proposal content and support knowledge-sharing initiatives

• Provide Sales with guidance on deal desk processes, tools, and best practices
• Contribute to revenue strategy projects and go-to-market initiatives
• Support enablement efforts to improve operational efficiency and scalability across teams

Educational Background

• Bachelor’s degree in Business, Finance, Economics, or a related field; healthcare industry experience is a plus

Relevant Experience

• 3+ years in deal desk, sales operations, finance, or a similar role within SaaS, healthcare IT, or professional services

Financial & Analytical Skills

• Strong understanding of financial modeling, pricing structures, and contract management
• Exceptional attention to detail with strong analytical and problem-solving capabilities

Cross-Functional Collaboration

• Proven ability to align and drive outcomes across Sales, Legal, Product, and other cross-functional teams in a fast-paced environment

Technical Proficiency

• Advanced Microsoft Excel skills and experience working with CRM systems such as Salesforce or HubSpot

Communication Skills

• Excellent written and verbal communication skills with the ability to convey complex concepts clearly

RFP & Proposal Experience

• Experience supporting RFPs and knowledge of proposal management processes is preferred

Strategic & Independent Thinking

• High business acumen with a strategic approach to deal structuring
• Self-starter with the ability to manage multiple priorities and work independently

• Work Remotely (unless otherwise specified) with Work from Home Allowance
• Competitive pay with discretionary bonus opportunities
• Flexible Time Off
• Continued Education Reimbursements
• Company Paid Health Benefits for employees and family
• 401k with Employer Match
• Mental Health Services
• Parental Leave