Senior Deal Desk Analyst

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $76k - $95k / 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

• Review and process a high volume of complex commercial deals • Ensure proposals are accurate, compliant with pricing policy, and commercially sound • Evaluate deal requests for discounting, non-standard terms, and approval requirements • Route deals for sign-off according to the deal approval matrix • Partner with Account Executives and Sales Managers to structure deals • Request, manage, and review order forms, quotes, and proposal packages before customer delivery • Identify and resolve deal blockers while maintaining SLA responsiveness and supporting deal velocity • Maintain accurate Salesforce and CPQ records and flag discrepancies between SFDC and contracts • Support Senior Analysts and the Director on escalated or complex deal reviews • Liaise with Finance, Legal, Accounting, and Product • Contribute to team documentation, process guides, FAQ resources, and policy updates • Assist with period-end reporting and ad hoc analysis on deal trends, approval rates, and discount metrics • Complete other projects and deadline-driven tasks as assigned

🎯 Requirements

• 4+ years of experience in deal desk, sales operations, finance, or related business operations roles • Bachelor's degree in Finance, Business, Economics, or related field preferred or equivalent work experience • Solid understanding of SaaS pricing, quoting, and contract processes • Experience with Salesforce and CPQ or other quoting tools • Strong attention to detail and accuracy in data management • Ability to analyze data and identify discrepancies • Effective communication skills for cross-functional collaboration • Ability to manage multiple tasks and navigate ambiguous deal situations • Willingness to learn complex product and pricing structures • Experience in SaaS or other financial technology environments • Understanding of SaaS Sales and Contracting operations • Familiarity with quote-to-cash processes • Exposure to financial analysis or deal profitability concepts • Experience supporting reporting and data analysis • Intermediate to Advanced Excel, GSuite, and SFDC skills • Must be eligible to work in the US for full-time employment • Employer cannot offer employment sponsorship at this time

🏖️ Benefits

• Remote-first environment • Unlimited paid time off • 401(k) with employer match