Deal Desk Analyst

• We're looking for a Deal Desk Analyst to be the first point of contact for Sales and CRM on the commercial mechanics of a deal — CPQ configuration, Fee Proposal Documents, Order Documents, pricing, margin and approvals. You'll report to the Senior Deal Desk Manager, Complex Commercial Pursuits, and you'll help turn a negotiated deal into an accurate, ready-to-execute one.

What you'll do

• Own deal construction in CPQ.  You'll configure quotes and proposals across the full portfolio — from straightforward Apex Invest subscriptions to more complex Fund Administration deals — so what's built in the system matches what was actually agreed.
• Produce accurate fee proposal and order documentation.  You'll build Fee Proposal Documents and Order Documents that reflect the deal precisely — the right products, the right pricing, the right terms — ready for a customer to sign with confidence.
• Own deal pricing and margin production.  You'll calculate and validate pricing and margin using our established models, and know when a deal's profile means it needs to be flagged rather than processed as standard.
• Route deals through governance and approvals.  You'll apply our tiered governance model — auto-approval, Deal Desk review, or escalation to specialist governance groups — so every deal gets exactly the scrutiny it needs, and no more than that.
• Be the first point of contact for Sales and CRM on commercial mechanics.  When a deal needs pricing sense-checked, a proposal turned around fast, or an approval chased, you're who they come to — and you make sure momentum doesn't stall on your desk.
• Maintain commercial data integrity.  You'll keep pricing, product and approval data accurate in CPQ and Salesforce, so everything downstream — reporting, governance, forecasting — can be trusted.

What you'll bring

• 2–4 years of experience in Deal Desk, Commercial Operations, or a similar commercial/quoting function, ideally within SaaS, B2B tech, or financial/professional services
• Hands-on experience with CPQ tools Salesforce CPQ or equivalent — deal configuration, quoting, and proposal or order document production
• Comfort with pricing and margin calculations, and a solid understanding of how deal structure affects both
• Experience working within a commercial approval or governance framework, and respect for why it exists
• Sharp attention to detail — comfortable being the last check before something goes out to a customer
• Ability to manage multiple deals and shifting priorities in a fast-paced environment
• Strong Excel skills
• Clear, confident communication — able to explain a pricing or governance requirement to Sales without it feeling like a roadblock

Nice to have

• Experience creating, maintaining, and updating process maps and SOP documentation
• Experience working in case management systems
• Experience participating in or/and leading User Acceptance Testing UAT and Salesforce enhancement initiatives
• Understanding of how the Workday and Salesforce integration works

What will make you thrive here

• You take real pride in getting the numbers and the paperwork right, every time, not just most of the time
• You can hold the line on governance and still move at the pace a deal needs
• You want to be the person Sales calls when a deal has to move fast and land right
• You're looking to grow toward more complex, strategic commercial pursuits work as you build your track record