Hybrid Deal Operations Analyst

Posted last week

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About the role

  • Serve as a subject matter expert on deal workflows, providing guidance and support to internal stakeholders.
  • Provide advisory on questions or concerns regarding onboarding of new merchant accounts, ensuring accurate setup in Salesforce and alignment with underwriting and operational requirements.
  • Coordinate cross-functional efforts to activate accounts quickly and minimize friction across teams.
  • Monitor and report on deal status, activation KPIs, and pipeline health using Salesforce and internal dashboards.
  • Identify and recommend process improvements to accelerate deal velocity and enhance internal coordination.
  • Support new deal journey documentation requests.

Requirements

  • Bachelor’s degree, or equivalent experience in lieu of a degree, required.
  • Minimum of two years’ experience in a customer facing operational role within merchant services, payment processing, or financial analysis required; within the payments industry, preferred.
  • Strong analytical mindset with attention to detail and a bias for action.
  • Proven ability to produce clear and structured documentation, including process flows, work instructions and operational guides, to support scalable operations and cross-functional alignment.
  • Excellent communication and collaboration skills; confident navigating cross-functional teams.
  • Proficiency in Salesforce or similar CRM platforms.

Benefits

  • Health insurance
  • Professional development opportunities

Job title

Deal Operations Analyst

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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