Senior Deal Desk Analyst

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Instrumentl

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2016

🤝 Non-profit

⚡ Productivity

☁️ SaaS

💰 Seed Round on 2017-07

Non-profit • Productivity • SaaS

Instrumentl is a comprehensive grant management platform that streamlines the process for nonprofits, grant consultants, and universities to discover, apply for, and manage grants. It offers a vast database of over 400,000 funders and more than 20,000 curated grants to help users find the best-fit funding opportunities quickly. Instrumentl also enhances grant writing with AI technology, automates deadlines, manages tasks, and provides tools for collaboration and document management. Trusted by over 4,000 nonprofits, Instrumentl has facilitated more than $1 billion in active grants, supporting a range of critical missions.

📋 Description

• Own the deal path, end to end • Review and approve standard order forms, discounts, and payment terms so AEs can close without a bottleneck • Lead the most complicated new deals and renewals: multi-year, custom payment structures, non-standard terms • Partner with AEs before quotes go out so we shape deals we can actually book and invoice cleanly • Act as our POC with our outside commercial counsel to review customer redlines and legal communications • Redesign our manual invoice / order form process into something an AE can drive independently, with your review at the tail end • Build the checks, templates, and CPQ/CRM configuration that keep AE-driven deals inside the guardrails • Track where standard requests still get stuck and remove the friction, whether it lives in HubSpot, Stripe, or our internal process • Work with the Customer Success team so they can independently handle common invoicing changes, refunds, and Stripe actions on behalf of customers • Write the playbooks and set the guardrails so CS knows when they can act and when to loop you in • Make sure deals close in a way Finance can recognize cleanly: correct billing terms, clean Stripe records, accurate CRM data • Partner with Accounting on month-end cleanup for anything non-standard that hit the ledger

🎯 Requirements

• 3-7 years in deal desk, revenue operations, billing operations, or a similar seat where you owned end-to-end quote-to-cash • Working fluency in Stripe: invoicing, subscriptions, refunds, disputes • Hands-on experience with a CPQ tool and a CRM (HubSpot or Salesforce), including configuring rules and approval flows • Strong spreadsheet and analytical judgment; comfortable modeling deal terms and spotting outliers • SaaS subscription billing experience, especially with multi-year, education, or nonprofit customers • Familiarity with the accounting close cycle enough to know why clean upstream data matters downstream (Nice to have) • Experience training non-finance teammates (AEs, CSMs) on billing tools and processes (Nice to have) • Comfort using AI tools to speed up routine ops work (Nice to have)

🏖️ Benefits

• 100% covered health, dental, and vision insurance for employees (50% for dependents) • Generous PTO, including parental leave • 401(k) • Company laptop and home-office stipend • Bi-annual company retreats