About this role.
This Deal Desk Analyst supports the commercial deal lifecycle for a SaaS business, partnering with Sales, Customer Success, Finance, and Legal. Core work includes pricing and quoting support, structuring complex transactions, drafting and reviewing Order Forms, and coordinating responses to customer redlines. The role also owns Salesforce opportunity accuracy and contributes to scalable processes through automation, playbooks, dashboards, and reporting. Success requires commercial-contract familiarity, strong SaaS operations judgment, precise execution, and effective cross-functional communication in a fast-paced remote environment.
Role DNA
A quick view of the complexity, pace, ownership and collaboration implied by the job description.
Job Complexity
4/5Pace & Pressure
4/5Autonomy Level
4/5Communication Load
5/5Salary analysis
Estimated compensation compared with the broader US market for similar roles.
Core skills
Skills and capabilities most closely associated with this opportunity.
Sample interview questions
I would compare the proposed language against approved commercial policy and identify the financial and operational impact. I would then partner with Finance and Legal to determine acceptable alternatives, document the required approvals, and communicate a clear recommendation to the account team.
I start by confirming product configuration, pricing, term, billing, and required approvals. I prepare or review the quote and Order Form, track redlines and decisions in a central workflow, validate Salesforce fields before close, and ensure final documents and commercial terms are accurately recorded.
I use a prioritized queue based on close date, risk, deal value, and dependencies, supported by standardized checklists for pricing, legal terms, approvals, and CRM fields. I communicate early when information is missing or a deadline is at risk, which prevents avoidable rework.
I would first understand the customer objective and the strategic rationale for the exception. Then I would evaluate it against policy, identify comparable approved alternatives where possible, obtain the right approvals, and clearly document the final decision and rationale.
I would analyze recurring bottlenecks, error patterns, turnaround time, and stakeholder feedback to define the problem with data. After designing a scalable solution such as a playbook, approval workflow, Salesforce enhancement, or CPQ automation, I would pilot it, measure results, and refine it before broader rollout.
😎 Our Culture
Quantum Metric’s number one objective is happy people, diverse and inclusive culture. We’re passionate about empowering our people to become the best version of themselves, offering coaching and training programs designed to accelerate their career in whatever direction they choose.
As a remote-first company, we understand the importance of building an engaged, diverse, and fun place to work. We hold regular company-wide events, seasonal challenges, and Quantum Metric sponsored local outings when Zoom becomes too much. We also have a number of Employee Resource Groups that provide spaces to discuss, share, and reflect on topics that impact us both inside and outside of work – from being new to SaaS or navigating it as a first-time parent, to overcoming the barriers faced as Black, Hispanic, Asian American and Native Hawaiian/Pacific Islander, LGBTQIA or other underrepresented backgrounds.
We are also passionate about the connections we build with our customers. You’ll not only work with some of the world’s most recognized brands, but build lasting relationships.
At Quantum Metric we value all types of experience and education and don’t expect you to meet every qualification for this position. We are most interested in the unique perspective you can bring and your ability to uphold our values of passion, persistence, and integrity.
🚀 About the Role
As a Deal Desk Analyst, you will be a key member of the Legal team, partnering closely with Sales, Customer Success, Finance, and Legal to support the commercial deal process. You will be responsible for pricing and quoting support, deal structuring, drafting Order Forms, managing Quantum’s response to customer redlines, and ensuring opportunities are accurately closed in Salesforce (SFDC). Success in this role requires strong analytical skills, exceptional attention to detail, and the ability to collaborate effectively across cross-functional teams in a fast-paced environment.
🔧 Responsibilities
- Develop a deep understanding of Quantum’s product packaging, pricing models, and commercial policies to provide deal structuring and quoting support to Sales and Customer Success
- Draft, review, and manage standard and complex, non-standard Order Forms, serving as the primary Deal Desk contact for Sales, Legal, Finance, and Customer Success throughout the deal cycle
- Review customer redlines to Order Forms, identify potential impacts to deal structure, revenue recognition, and business policies, and guide internal stakeholders on appropriate responses and required approvals
- Partner with Sales, Customer Success, Finance, and Legal to structure creative, customer-focused solutions that align with Quantum’s commercial and operational policies
- Support opportunity management in Salesforce (SFDC), ensuring opportunities are accurate, complete, and closed in a timely manner
- Proactively identify process improvements and drive initiatives that simplify, standardize, and scale the deal lifecycle
- Collaborate cross-functionally to ensure accurate guidance, clear communication, and a consistent customer experience throughout the quoting and contracting process
- Contribute to Deal Desk scalability through special projects, including automation initiatives, playbook development for non-standard deal structures, dashboards, sales analytics, and performance reporting
💡 Requirements
- Must be located in Eastern or Central Time Zone
- 2+ years of experience in Deal Desk or a similar commercial operations role, including experience structuring and quoting complex SaaS transactions
- Experience with Salesforce (SFDC) and a CPQ platform (DealHub preferred)
- Familiarity with MSAs, Order Forms, and customer contract redlines, including the ability to identify commercial issues, propose acceptable alternatives, and coordinate responses with Legal and cross-functional stakeholders
- Ability to understand business objectives and translate them into practical, scalable commercial solutions
- Strong analytical, problem-solving, and organizational skills with exceptional attention to detail.
- Ability to manage multiple priorities, work independently, and own transactions from quote through execution
- Excellent interpersonal, verbal, and written communication skills, with the ability to collaborate effectively across cross-functional teams
- Customer-focused mindset with a commitment to delivering high-quality internal support and service
- Self-starter with a high degree of initiative, curiosity, and accountability
Compensation
Bonus Eligible
Additional Information
💻 Recruitment Process
Note: This interview process is subject to change. End stage candidates are also given the optional opportunity to meet with an Employee Resource Group Member if that is of interest.
– Recruiter Screen (30 minutes)
– Hiring Manager Interview (30 minutes)
– Peer Interview (30 minutes)
– Team Panel (30 minutes)
– COO & SVP of Legal Interview Panel (30 minutes)
– CEO Interview (30 minutes)
🏆 Perks and Benefits
This will be the best group that you ever work with! We support one another through obstacles and succeed as a team. Your hard work will be well rewarded. Most importantly, you’ll be strapped to a technology rocket ship bound for greatness! Your success at Quantum Metric will be a milestone in your career.
Group benefits
Medical, Dental, Vision Insurance (99% Medical base plan paid by the Company)
FSA, DCFSA, and HSA accounts
Employee Assistance Programs (EAP)
Telehealth options
Voluntary Life & AD&D, STD, LTD, Critical Illness and Accident
Wellness Perks – discounts on a top-rated fitness app and Healthy Rewards program.
Discounts on Pet Insurance
401k (with employer match) and Options / Equity
13 company holidays
Unlimited Paid Time Off
Sick leave
Parental/Adoption Leave
In addition to our more traditional benefits, we also offer great perks, a flexible work environment, and numerous resources for professional development and team building.
Promotional opportunities
Rewards and recognition programs
Robust onboarding and training program
One-time stipend for work-at-home employees
Monthly business expense stipend
Flexible work environments
Employee Discount Program (Perks at Work)
Employee Referral Program
Lead Referral Program
MacBook and awesome swag delivered to your door
Encouraging and collaborative culture
RECHARGE PROGRAM (after 3 years, disconnect for 3 weeks, no email/slack)
🐉 About Quantum Metric
As a leader in digital analytics, Quantum Metric helps organizations put customers at the heart of everything they do. Providing a simplified approach to monitor, diagnose and optimize the digital journeys that matter most, the Quantum Metric platform offers in-depth customer understanding, quantified and tied to core business objectives.
Today, Quantum Metric captures insights from 50 percent of the world’s internet users, supporting nationally recognized brands in ecommerce and retail, travel, financial services and telecommunications.
Quantum Metric has been named to the Inc 5000 and the Deloitte 500 for the last six-consecutive years, and has made the Best Places to Work lists by Glassdoor, BuiltIn, Fast Company and Forbes.
If the above role seems like a match and you’re interested in joining a team of people with exceptional potential from diverse backgrounds, perspectives, and life experiences, we want to hear from you!
The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Quantum Metric reserves the right to change, edit, and add duties and responsibilities of all job descriptions at any time, at its sole discretion, and to notify the respective employee accordingly.
Quantum Metric will only provide offers of employment and all communications regarding employment from an official @quantummetric.com email address and/or LinkedIn inMail. Quantum does not recruit via channels such as WhatsApp or Telegram, and will not ask for a candidate’s sensitive information and/or any upfront fees/costs during the job application process. Quantum asks that any candidates report any suspicious recruitment efforts to security@quantummetric.com.
Quantum Metric is an E-Verify employer: https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
Applicant Privacy Policy: https://www.quantummetric.com/legal/applicant-privacy-policy/
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