Senior Analyst managing complex financial accounts at Truist. Ensuring operational excellence while coordinating cash processing and account management duties.
About the role
- Deal Desk & Ops Manager optimizing deal lifecycle and pricing strategies at healthcare AI company. Collaborating with Sales, Finance, and Legal to drive profitability and operational excellence.
Responsibilities
- Own the end-to-end deal lifecycle, from pricing strategy to contract design, ensuring deals are structured for customer success and business profitability
- Lead the transition from fixed-fee contracts to usage-based pricing models, collaborating closely with Product, Finance, and Marketing
- Streamline deal approvals and escalation processes to accelerate sales velocity and reduce friction across the contracting lifecycle
- Review and design non-standard contracts to ensure accurate revenue recognition (ASC 606) and compliance with company policies
- Maintain accurate ARR reporting and deal data tracking, ensuring smooth handoff to Finance and RevOps teams
- Manage and improve internal pricing and quoting systems; experience with usage tracking platforms (M3ter, Orb, or similar) a plus
- Develop and deliver training to Sales teams on deal desk policies, usage-based pricing, and contracting best practices
- Build scalable processes and workflows to support the growing complexity and volume of deals as the business expands
- Partner with the Partnerships team to provide data-driven insights on pipeline health, conversion rates, win rates, and sales performance
- Support sales forecasting efforts by contributing analytical modeling, scenario planning, and data integrity checks
- Collaborate on territory planning and capacity analysis, providing financial modeling and recommendations to optimize resource allocation
- Contribute to compensation plan design by analyzing payout scenarios, performance metrics, and incentive structures
- Support CRM data quality initiatives that impact deal flow, reporting accuracy, and sales efficiency
- Act as the connective tissue between Sales, Legal, Finance, and Product to ensure alignment and operational excellence in every deal
- Partner with Finance on deal pricing, revenue recognition, and headcount budgeting
- Work closely with the Partnerships team on GTM analytics and strategic sales initiatives
- Provide analytical support for pricing strategy, profitability analysis, and market trends
Requirements
- 5–10 years of experience in Deal Desk, Revenue Operations, or Finance roles within high-growth B2B SaaS companies
- Proven track record supporting enterprise sales teams on pricing, deal structure, and contract negotiation
- Deep understanding of SaaS business models, including ARR, renewals, and usage-based pricing
- Expertise in data analysis and modeling using Excel or Google Sheets
- Strong analytical mindset with ability to translate complex data into actionable insights and recommendations
- Strong collaboration skills — you know how to partner with Sales, Finance, Legal, and Product to find win-win solutions
- Experience managing CRM and quoting processes in fast-paced sales environments
- Exceptional attention to detail, communication, and organizational skills
- Bachelor's degree in Finance, Accounting, Economics, or a related field
Benefits
- Stock options
- Medical, Dental, and Vision coverage
- Health Savings Account with Employer Match
- Company paid disability and life insurance
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