Deal Desk Analyst

Summary

Join Securly, a leader in AI-driven student safety solutions, as a Deal Desk Associate! Partner with Sales, Legal, and Finance to review and structure deals, ensuring compliance and timeliness. Guide quote workflows and serve as a key liaison between departments. Improve quote-to-cash systems and processes, providing training to sales representatives. This remote (U.S.) role requires 1+ year of experience in a similar capacity, preferably in SaaS. Contribute to a mission-driven team impacting K12 safety and wellness.

Requirements

• 1+ year of experience in deal desk, sales operations, contracts, or sales support — preferably in a SaaS or subscription business
• Demonstrated ability to manage deal flows, quoting systems, and internal approvals in a high-growth environment
• Experience working with cross-functional teams to address contract or order-related challenges
• Ability to manage contract documentation, pricing approvals, and deal compliance workflows
• Clear written communication and structured process documentation skills
• High attention to detail and well-developed organizational skills
• A customer service mindset that is perceptive and responsive, with well-developed collaboration abilities
• Initiative-taking individual who thrives in ambiguity and proactively seeks clarity and improvements
• Complete onboarding, learn systems (Salesforce, CPQ), begin shadowing and executing deal reviews
• Independently review and approve standard quotes and POs; support quarter-end deal flow
• Deliver continuous improvements in deal velocity, accuracy, and team enablement; own complex deal reviews end-to-end

Responsibilities

• Partner with the sales team to guide pricing, configuration, and terms for quotes and deals that align with company standards and customer needs
• Help reduce delays in deal progression by proactively identifying blockers and coordinating cross-functional input (Legal, Finance, Sales Ops)
• Serve as a key liaison between Sales, Legal, and Finance during contract and order review processes to ensure smooth and compliant transactions
• Review purchase orders and contract documents to confirm they meet internal compliance requirements and are booking-ready
• Support ongoing improvement of quote-to-cash systems and processes, contributing ideas and helping implement enhancements where needed
• Provide training and enablement to sales reps on order processes, quoting best practices, and policy updates
• Assist billing operations on an as-needed basis, responding to customer inquiries and supporting the collections process when appropriate

Preferred Qualifications

Working knowledge of Salesforce; experience with CPQ tools and/or NetSuite preferred

Benefits

• Market-Based Compensation with Benefits
• Employee Value Creation Bonus (not commission-based)
• Company-sponsored medical, dental, and vision insurance
• Comprehensive benefits including EAP and mental health resources
• 12 weeks of fully paid parental leave
• 401(k) with company match
• Unlimited vacation (Flex Time)
• 13 paid holidays + 1-week paid winter break (Christmas through New Year)
• $1,000 annual professional development stipend
• Fully remote work environment with virtual events and team-building