Deal Desk Analyst

Heredia, Costa Rica

Deal Desk Analyst

Reports to the Deal Desk Manager

Role Overview
As a Deal Desk Analyst, you will serve as a key member of the Deal Desk organization, providing Tier 1 operational support to the sales organization through the administration and execution of commercial transactions across multiple sales motions. This role is primarily focused on CPQ support, sales enablement, quote and order validation, and other transactional activities that ensure efficient, accurate, and compliant deal execution. You will assist sellers with standard quoting processes, product configurations, approval workflows, and process guidance while helping drive adoption of CPQ best practices. The Deal Desk Analyst will work closely with Sales, Deal Desk, Finance, Legal, and other cross-functional teams to ensure transactions are processed accurately, efficiently, and in accordance with company policies and procedures.

In this role you will…

• Create and manage private offers through Tackle.io for Cloud Marketplaces including Microsoft Azure, AWS, and GCP.
• Monitor, track, and report on marketplace opportunity and private offer activity.
• Review quotes, order forms, and transactional data for completeness, accuracy, and compliance with company policies.
• Support standard deal transactions, renewals, amendments, and administrative sales requests.
• Validate pricing submissions and ensure required approvals are obtained prior to processing.
• Partner with Sales, Finance, Legal, Revenue Operations, and other stakeholders to resolve transactional issues and drive timely deal closure.
• Maintain data quality and accuracy across Salesforce, CPQ, Tackle.io, and related systems.
• Assist with order validation and booking readiness activities as required.
• Identify process gaps and recommend improvements that increase efficiency, scalability, and compliance.
• Contribute to documentation, knowledge management, training materials, and operational best practices.
• Support additional Deal Desk, Sales Operations, or Order Validation responsibilities during peak periods or changing business needs.
• Participate in special projects and strategic initiatives that support the evolution of the Global Deal Desk organization.

You’ve got what it takes if you have…

• 2-4 years of experience in Deal Desk, Sales Operations, Revenue Operations, Sales Support, Order Management, or a similar commercial operations role.
• Hands-on experience with Salesforce CRM; CPQ experience preferred.
• Experience working with Tackle.io and Cloud Marketplaces (Azure, AWS, GCP) preferred.
• Strong understanding of sales transaction workflows, pricing approvals, quoting processes, and operational controls.
• Ability to manage multiple priorities while maintaining attention to detail and accuracy.
• Strong analytical, problem-solving, and organizational skills.
• Excellent written and verbal communication skills.
• Experience working in a fast-paced SaaS environment preferred.
• Demonstrated commitment to process improvement and operational excellence.
• Consideration for privacy, security, and compliance obligations.
• Proficient in the English language
• Thrives in a fast-paced environment and understands the critical importance of meeting EOQ and EOY deadlines, balancing speed, accuracy, and compliance to support successful deal closure.