Deal Desk Operations Analyst

1 нед. назад

USARemote

Role bridging commercial strategy and operational execution for pricing, packaging, and commercial policies in a fast-growing AI legal tech company.

Обязанности

Assist administering and maintaining the CPQ platform, including the product catalog, pricing, quote templates, approval rules, and integrations.
Manage daily Deal Desk operations, including quote creation, pricing validation, approval routing, product configuration, and exception management.
Translate pricing, packaging, product, and policy changes into scalable system configurations and workflows.
Maintain data integrity across CPQ, CRM, and billing systems, ensuring quoted, booked, and invoiced values align.
Build operational and executive reporting for KPIs, cycle time, SLA performance, exceptions, quote accuracy, renewals, and retention.
Support renewal and expansion operations through accurate data, forecasting inputs, and repeatable processes.
Partner with Sales, Finance, Legal, Revenue Operations, Product, Engineering, and Customer Success to resolve issues and advance deals.
Maintain process documentation and enablement materials that help Sales and Customer Success transact accurately.
Implement automation and AI powered tools that improve quoting, approvals, data validation, reporting, and operational efficiency.

Требования

Three or more years of experience in Deal Desk, Sales Operations, Renewals Operations, Revenue Operations, or a related B2B SaaS function.
Experience managing quoting, pricing validation, approval routing, product configuration, and commercial exceptions.
Hands-on experience with CPQ platforms, preferably DealHub, and CRM systems such as HubSpot or Salesforce.
Strong analytical and financial skills, including deal modeling, KPI reporting, margin analysis, discount governance, and revenue recognition principles.
Knowledge of SaaS retention metrics, including gross revenue retention, net revenue retention, renewal forecasting, retention, and expansion.
Proven ability to analyze data and transform manual processes into scalable, automated workflows.
Strong communication and cross functional partnership skills, with the ability to manage competing priorities and make sound decisions in ambiguous situations.

Условия

💰 Competitive Salary & Equity 💹 401(k) Program with Employer Matching ⚕️ Health, Dental, Vision and Life Insurance 🩼 Short Term and Long Term Disability 🚗 Commuter Benefits * 🧑‍💻 Autonomous Work Environment 🖥️ Workplace Setup Reimbursement 🏠 Telecomm Stipend 🏝 Flexible Time Off (FTO) + Holidays 🚀 Quarterly Team Gatherings 🥪 In office Perks *
Legal is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation during the application process, reach out to your recruiter.
We may use artificial intelligence (AI) tools to support parts of the hiring process.  These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Другое

About is redefining legal technology for plaintiff law firms, and we're building the team that will take us there. We help firms handle more cases, recover more for clients, and grow with AI that works across every stage of a case, from intake through resolution. The next generation of great plaintiff firms will be AI-Native, and is how they get there. But what makes different isn't just the product. It's how we build it. If you're someone who takes ownership, stays curious, and wants to build AI that's already changing how  law is practiced, this is where you belong.
Product-market fit: is trusted by over 1000+ law firms, and we’re growing fast. Backed by top investors: We’ve raised over $160M from world-class partners including Spark Capital, Andreessen Horowitz(A16z), Menlo Ventures, and Lightspeed. Built by a world-class team: Engineers, designers, and operators from places like Scale, Meta, Airbnb, Cruise, Square, Rubrik, and Lyft are building from the ground up. AI-Native from day one: We’re on the bleeding edge of AI, collaborating directly with teams at OpenAI and Anthropic to build best-in-class AI workflows tailored for legal work. Explosive growth: We are growing 2X revenue Quarter over Quarter.
About the role: This role serves as the bridge between commercial strategy and operational execution, ensuring pricing, packaging, products, approvals, and commercial policies are accurately translated into scalable business processes, systems, and workflows. Through effective administration of the CPQ platform and close partnership with RevOps, Finance, Product, Engineering, Legal, and Customer Success, the Deal Desk Operations Analyst enables efficient deal execution, operational excellence, and continuous improvement across the quote-to-cash lifecycle.