Deal Desk Specialist

About the Role

The Deal Desk Analyst is the primary architect of our Quote-to-Cash and Subscription management processes. In this role, you will serve as the "connective tissue" between Sales, Finance, and Customer Success. Your mission is to ensure that every deal is commercially sound, billed correctly, and perfectly prepared for customer onboarding. This is a high-impact role that requires a blend of financial rigor, technical CRM expertise, and a proactive approach to process optimization.

You Are

• A "Data Detective": You have a natural inclination to investigate discrepancies and a relentless drive to find the "source of truth."
• Process-Oriented: You enjoy identifying bottlenecks and implementing automation to reduce manual friction.
• Detail-Obsessed but Fast: You can maintain extreme accuracy while working against weekly deal deadlines and fast-paced sales cycles.
• A Strong Communicator: You are comfortable holding Sales and Customer Success teams accountable for data accuracy and documentation.

You Will

• Own Deal Integrity: Audit every "Closed Won" deal to ensure pricing and commercial terms are accurate while verifying all onboarding and activation tickets are generated.
• Manage Subscriptions & Billing: Take full ownership of the HubSpot ↔ Chargebee integration, ensuring billing is set up correctly and subscription changes are executed flawlessly.
• Drive Compliance: Proactively follow up with stakeholders for missing information and ensure SPIFF payouts are tracked accurately based on verified data.
• Optimize Processes: Continuously reconcile product, billing, and CRM data to identify root causes of discrepancies and implement long-term fixes.

You Have

Must Have:

• Financial Foundation: 2+ years of experience and a background in Finance or Accounting with a solid understanding of revenue recognition and financial accuracy.
• CRM Expertise: High proficiency in HubSpot (or a similar CRM), with a deep understanding of data flow between sales stages and billing engines.
• Advanced Analytics: Expertise in Excel (Pivot Tables, VLOOKUP/XLOOKUP) to reconcile large, complex datasets from multiple sources.
• Operational Experience: Proven experience managing Quote-to-Cash or Subscription Management workflows.

Nice to Have:

• Direct experience managing a HubSpot ↔ Chargebee integration.
• Previous experience in a SaaS environment focused on automated billing operations.

Interview Process

1. Initial Screen (30 min)
2. Hiring Manager Interview (45 min)
3. Financial Stakeholder Interview (45 min)
4. Executive Interview (30 min) & Career Journey Interview (60 min)
5. Reference Checks

We Offer

• 100% remote work environment
• Medical, Dental and Vision insurance (within 30 days)
• 100% employer-paid medical insurance
• Equity package
• Flexible PTO (with 15 days minimum)
• Generous Parental Leave
• FSA and HSA options
• 401(k)
• Learning Stipend
• WFH Equipment
• Chance to work with the latest technology
• A collaborative, high ownership culture
• Opportunities for development and career growth