Deal Desk Analyst

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🔥 1 minute ago

🌵 Arizona, California, +1 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote ☕ Washington – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧐 Analyst

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Intapp

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

☁️ SaaS

💸 Finance

🤖 Artificial Intelligence

💰 Private Equity Round on 2017-04

SaaS • Finance • Artificial Intelligence

Intapp is a leading global provider of AI-powered cloud-based software solutions designed for professional and financial services firms. Their offering includes specialized solutions for industries such as accounting, consulting, investment banking, legal, private capital, and real estate. Intapp’s products help firms improve client relationships, optimize operations, manage compliance, and support collaboration and deal management through solutions like Intapp DealCloud, Compliance, and employee compliance management. With a focus on data security and seamless integration via Microsoft Azure, Intapp serves over 2,600 client firms worldwide, including top law firms and investment banking institutions, helping them leverage automation and data intelligence to drive growth.

📋 Description

• Manage end-to-end contract operations, from staging quotes to drafting custom terms and conditions, order booking and reconciliation • Audit orders for accuracy, completeness, required approvals, ACV, and recurring revenue • Track non-standard and custom terms across the deal lifecycle • Advise sales on deal structure and discounting to arrive at quality, approvable outcomes • Act as a true partner to sales — triaging deals, minimizing wasted effort, and moving the right opportunities forward • Drive best practices across the contracts process and document new or updated procedures proactively • Build strong relationships with stakeholders across functions, acting as an advisor rather than a gatekeeper.

🎯 Requirements

• 2+ years of experience in deal desk or sales operations within the cloud software industry • Strong written and verbal communication skills, with the ability to engage confidently at all levels • Proficiency with a CRM platform and the quote-to-order process, including strong reporting skills • Experience structuring complex deals, such as multi-year agreements with ramp schedules • Comfort writing and reviewing custom contract terms, including comparing capitalized terms across documents • Sharp analytical thinking and practical judgment in ambiguous, high-stakes situations • Proven ability to create and maintain clear standard operating procedures • Ability to work autonomously as part of a global team, adapting quickly to shifting priorities • A cross-functional mindset — you consider downstream impacts before making recommendations.

🏖️ Benefits

• Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career. • Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day. • Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.