Job Id: Aeries/206/26-27

Industry IT-Software / Software Services / testing

Location Mumbai

Experience Range 5 - 7 Years

Qualification Graduates

Job Description

About Us

Aeries Technology is a Nasdaq listed global professional services and consulting partner, headquartered in Mumbai, India, with centers in the USA, Mexico, Singapore, and Dubai. We provide mid-size technology companies with the right mix of deep vertical specialty, functional expertise, and the right systems & solutions to scale, optimize and transform their business operations with unique customized engagement models. Aeries is Great Place to Work certified by GPTW India, reflecting our commitment to fostering a positive and inclusive workplace culture for our employees.

About Business Unit

Fortra provides advanced offensive and defensive security solutions that deliver comprehensive protection across the cyber kill chain. With complete visibility across the attack chain, access to threat intelligence spanning the globe, and flexible solution delivery, Fortra customers can anticipate criminal behavior and strengthen their defenses in real time. Break the chain at fortra.com.

Roles and Responsibility

Title:Deal Desk Analyst (Draft)

Reports to:Director, Revenue Operations

Department:Revenue Operations

ROLE SNAPSHOT

The Deal Desk Analyst is a key member of Revenue Operations, responsible for enabling efficient, compliant, and scalable deal execution across the sales organization. This role partners across Sales, Finance, Legal, and Operations to review and structure transactions, ensuring alignment with pricing strategy, commercial policies, and financial objectives that support the end-to-end deal lifecycle.

Deal Desk plays a key role in accelerating sales cycles, providing consultative guidance on structuring accurate, timely, and policy-compliant quotes, and driving consistency in go-to-market execution.

KEY DUTIES

Deal Structuring & Governance

- Review sales opportunities for accuracy, completeness, and compliance with pricing, discounting, and approval policies
- Evaluate deal structures (pricing, terms, bundles) against company strategy and financial targets
- Identify non-standard terms, risks, or exceptions and escalate with clear recommendations
- Partner with Sales to structure compliant,



creative solutions for complex or strategic deals
- Ensure adherence to internal controls, audit standards, and revenue recognition requirements

Deal Execution & Lifecycle Management

- Monitor deal approval workflows to ensure timely completion of approvals and documentation
- Support the end-to-end deal lifecycle from quote through approval to booking readiness
- Maintain data integrity across CRM and RCA systems for deal and contract records
- Escalate any system or submission issues impacting deal flow for resolution
- Drive consistent use of sales tools, processes, and documentation standards

Quote Desk Support & Execution

- Advise Sales on quote structuring, including pricing, bundling, and discount configuration
- Validate quotes against established pricing policies and submission standards prior to approval
- Support creation and modification of quotes in CRM systems (D365/Experlogix and Salesforce RCA), including direct quote entry
- Act as a subject matter expert on quoting tools, configurations, and processes

Cross-Functional Partnership & Enablement

- Act as a trusted advisor to Sales on pricing policy, approvals, and quoting
- Partner with Finance, Legal, Operations, and Product to resolve issues and mitigate risk
- Collaborate with Sales Operations & Enablement on onboarding, training, processes, and policies
- Reinforce a culture of compliant, efficient, and disciplined deal execution

Reporting & Process Optimization

- Analyze deal and quote data for trends in discounting, cycle time, win rate, and policy adherence
- Monitor key KPIs including approval SLAs, exception rates, margin impact, and quote accuracy
- Investigate data discrepancies and support root cause resolution
- Generate insights to inform pricing strategy, sales performance, and operational improvements
- Drive continuous improvement of deal desk and quoting processes, SOPs, and workflows




- Identify opportunities to streamline operations and improve scalability
- Partner with Rev Ops to enhance CRM, quoting platforms, and approval automation tools

Documentation & Knowledge Enablement

- Develop and maintain documentation, playbooks, and guides for deal and quoting processes
- Identify recurring issues and create resources to reduce bottlenecks and improve consistency
- Support rollout of best practices and training with Sales Operations & Enablement
- Support knowledge transfer initiatives, including system transitions (e.g., Salesforce RCA)
- Perform other duties as required

KEY COMPETENCIES

Innovation

- Generates creative, solution-focused ideas that drive improvement and add value.
- Challenges conventional thinking, learns from setbacks, and delivers enhanced outcomes.

Accountability

- Takes full ownership to deliver assigned tasks, goals, and outcomes.
- Delivers high-quality work on time, with clear expectations and proactive communication.

Service Excellence

- Anticipates and responds to customer needs with professionalism, ensuring a positive and solutions-oriented experience.
- Collaborates across teams, applying feedback to continuously improve service quality and satisfaction.

Teamwork

- Works collaboratively with team members to achieve shared goals and support team success.
- Values diverse perspectives and fosters an inclusive, respectful, and cooperative team culture.

BASIC QUALIFICATIONS

- Bachelor’s degree in Business, Finance, or a related field. Equivalent demonstrable experience will be considered.
- Minimum of 5 years of experience in Revenue Operations, Sales Operations, Deal Desk, Finance, or a related analytical or operational role.
- Experience working in a B2B sales environment is preferred.
- Strong attention to detail with the ability to review and validate data accurately.
- Analytical mindset with the ability to interpret data and identify inconsistencies or issues.
- Effective communication skills and ability to collaborate with cross-functional teams.
- Proficiency with CRM systems (e.g., Salesforce) and familiarity with CPQ tools is preferred.
- Intermediate Microsoft Excel skills, including data analysis and reporting.
- Ability to manage multiple tasks in a fast-paced, deadline-driven environment with accountability.

📌 Deal Desk Analyst (India)
🏢 Aeries Technology
📍 India