About Customer.io
Over 7,500 companies — from scrappy startups to global brands — use our platform to send billions of emails, push notifications, in-app messages, and SMS every day. Customer.io powers automated communication that people actually want to receive. We help teams send smarter, more relevant messages using real-time behavioral data.
We’re looking for a Deal Desk Analyst (Contractor) to support our go-to-market teams as we continue to grow and scale efficiently.
In this role, you’ll help our Sales, Customer Success, and Finance teams structure, review, and execute deals that drive predictable, healthy revenue growth. You’ll play a critical part in optimizing our quote-to-close process, ensuring accuracy, compliance, and alignment across teams.
You’ll work closely with partners across Revenue Operations, Legal, and Finance to help create a seamless deal experience for both our internal teams and our customers.
What we value
Empathy for revenue teams. You understand the pace and pressure of Sales and Customer Success environments, and you work to make their lives easier through clear processes and responsive support.
Operational excellence. You bring consistency, structure, and precision to deal management while keeping things flexible and human.
Attention to detail. You spot discrepancies others might miss, ensuring deals are accurate, compliant, and aligned with company policies.
Cross-functional collaboration. You build trust and work effectively across teams—balancing the needs of Sales, Finance, Legal, and RevOps.
Analytical mindset. You use data to improve processes, evaluate pricing and discount trends, and make recommendations that strengthen our commercial approach.
Ownership and accountability. You thrive in fast-paced environments where priorities shift and you can make a tangible impact right away.
What you’ll do
- Review, structure, and approve deals to ensure alignment with pricing strategy, discount policies, and commercial terms.
- Partner with Sales and Customer Success teams to navigate non-standard deal requests and provide guidance on approvals.
- Collaborate with Finance and Legal to ensure contract compliance and a smooth deal execution process.
- Maintain and improve the quote-to-cash process by identifying bottlenecks and recommending process improvements.
- Manage and track deal submissions in Salesforce and related tools, ensuring data integrity and accurate reporting.
- Support revenue forecasting and deal reporting through consistent data hygiene and documentation.
- Partner with RevOps to maintain and optimize pricing and approval workflows in our systems.
- Provide extended Sales support during end of month and end of quarter close
- Provide insights and feedback on deal trends to inform strategic decision-making.
What we’re looking for
- 2–4 years of experience in a Deal Desk, Sales Operations, or Revenue Operations role (preferably in SaaS).
- Strong understanding of deal structures, pricing models, and contract management processes.
- Proficiency with CRM systems (Salesforce required) and CPQ tools (DealHub).
- Strong analytical, communication, and problem-solving skills.
- Ability to work cross-functionally and manage multiple priorities with precision.
- Experience supporting global GTM teams is a plus.
- Located in the United States and able to work core hours aligned with Eastern Time (EST).
Compensation & Contract Details
This is a contract role (approximately 6 months) with the potential for extension based on business needs and performance. Compensation will be competitive and commensurate with experience. We’re offering $40 an hour.
Contractors at Customer.io are treated as integral members of the team, with opportunities to collaborate cross-functionally, contribute to key projects, and make an immediate impact.
Our Process
No gotchas, no trick questions — just a clear, human process designed to help both of us make an informed decision.
- 30-minute video call with Recruiter
- 45-minute video call with Hiring Manager and RevOps Manager
- 45-min Review Call: Take Home Assignment
All final candidates will be asked to complete a background check and employment verifications as part of our pre-employment process.
Customer.io recognizes the stifling impact of systemic injustice on diverse communities. We commit to using our influence to increase inclusion and equity within the tech industry. We strive to build an inclusive team culture, implement bias-free hiring practices, and develop community partnerships to expand our global impact.
Zoom is the only video conference platform that we use, and virtual interviews will be conducted using video (not chat). Offers will be extended in writing on official Customer.io letterhead. If you have any questions, please contact [email protected].
