Lead, Deal Desk Analyst

Job not on LinkedIn

🔥 6 minutes ago

🇺🇸 United States – Remote

💵 $98k - $123k / year

⏰ Full Time

🟠 Senior

🧐 Analyst

👻 Ghost score 0%

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Alkami Technology

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2009

💼 Consulting

📣 Marketing

🏦 Banking

💰 $300M Post-IPO Debt - Alkami Technology on 2025-03

Consulting • Marketing • Banking

Alkami Technology is a digital banking software company that provides a cloud-based Digital Sales & Service Platform for banks and credit unions. Its platform combines onboarding and account opening (via MANTL), digital banking, and data & marketing solutions to enable anticipatory, data-driven customer experiences, faster account origination, fraud protection, payment reporting, and personalized marketing. Alkami serves financial institutions (retail and business customers) and offers integrations, developer tools, and implementation support to drive deposit growth, reduce churn, and improve operational efficiency.

📋 Description

• Lead the review, structuring, and approval coordination of complex, high-value, and non-standard deals • Provide guidance, deal reviews, and day-to-day mentorship to IC1 and IC2 team members • Serve as primary point of contact for enterprise and strategic accounts requiring bespoke pricing, contract structures, or commercial terms • Develop and refine deal desk processes, playbooks, and templates with the Director • Collaborate with Legal on complex contract negotiations, redlines, and non-standard terms • Evaluate deal economics, including margin impact, payment terms, multi-year discounting, and revenue recognition implications • Maintain and improve the deal approval matrix • Partner with Finance on forecasting, period-end deal management, and deal closure timelines • Represent Deal Desk in cross-functional initiatives such as product launches, pricing changes, and go-to-market updates • Identify systemic deal quality issues or policy gaps and propose solutions

🎯 Requirements

• 6+ years of experience in deal desk, sales operations, finance, or comparable roles in a rapidly growing SaaS company • FinTech experience helpful • Bachelor’s degree in Finance, Business, Economics, or related field preferred or equivalent work experience • Advanced knowledge of deal structuring, pricing strategies, ELA’s and contract processes • Expertise in Salesforce CPQ and related tools • Solid grasp of revenue recognition principles and ability to flag ASC 606 risk in deal structures • Ability to credibly engage with and push back on senior Sales stakeholders • Strong understanding of quote-to-cash lifecycle and dependencies • Effective stakeholder management and cross-functional influence skills • Ability to operate independently in complex and ambiguous environments • Strong problem-solving skills with sound business judgment • Experience in SaaS or FinTech, or other high growth environments • Demonstrated ability to mentor peers and lead by example in a team environment • Familiarity with revenue recognition and financial implications of deal structures • Experience with automation or workflow optimization tools • Experience leading cross-functional initiatives or system implementations • Candidates must be eligible to work in the US for full-time employment

🏖️ Benefits

• Remote-first environment • Unlimited paid time off • 401(k) with employer match • Diverse and inclusive environment • FUN culture