Job Details

- Title: Deal Desk Analyst (Draft)

- Reports to: Director, Revenue Operations

- Department: Revenue Operations

Role Overview

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 transparent 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

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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