Deal Desk Analyst

The role

The Deal Desk Analyst will support sales reps by building quotes, managing approval queues, and ensuring contract accuracy. This role involves managing pricing, improving CPQ workflows, and pulling weekly reporting on deal trends.

What you will do

• Build and review quotes from Salesforce CPQ through the Ironclad workflow process.
• Work the twice-daily Ironclad approval queue alongside Legal and Accounting.
• Support the triage of incoming requests in Deal Desk, Ironclad, and the Rev Ops Help queues.
• Manage first-pass pricing using a pricing calculator and guidelines.
• Partner with Systems and Salesforce admins to improve CPQ and quoting workflows.
• Review closed-won contracts for booking accuracy.
• Pull weekly reporting on deals in flight, request volume, turnaround time, and trends.
• Help maintain CPQ, Ironclad, and Deal Desk process and documentation.

Required qualifications

• 1-3 years in Deal Desk, Sales Operations, Revenue Operations, Order Management, or a similar analytical role supporting a sales team.
• Hands on Salesforce experience with opportunities, quotes, and reports.
• Salesforce CPQ (or similar) experience.
• Interest in automating manual deal desk work.
• Strong Excel and Google Sheets skills.
• Sharp attention to detail.
• Comfort working a queue.
• Clear, direct written communication.
• Curiosity about how deals work, from pricing and contract terms to how they flow into bookings and billing.

Nice to have

• Experience with Ironclad or another contract lifecycle management tool.
• Experience gathering requirements or testing changes for a CRM or quoting tool.
• Experience in B2B SaaS, fintech, or financial services.
• Familiarity with SaaS metrics and deal terms such as ARR, CARR, usage-based pricing, ramps, and multi-year uplifts.
• Exposure to order forms, billing, or revenue recognition basics (ASC 606).
• Familiarity with SQL.

Benefits

• Unlimited PTO and flexible work policy
• Employee stock options
• Medical, dental, vision plans with HSA (monthly employer contribution) and FSA options
• 401k with 100% match up to 4% of annual employee compensation
• 16 weeks of paid parental leave for eligible new parents
• Home office stipend for new employees
• Annual Learning & Development annual stipend
• Access to ClassPass, OneMedical, UrbanSitter, and Spring Health
• Catered lunches

About the company

Alloy is an AI-powered identity and fraud prevention platform that serves over 900 financial institutions and fintechs. The company operates with values including Be Bold, Go Fast, Collaborate, and Celebrate Our Differences.