Velotic
Finance / FinServ
DealDeskAnalyst
“Deal Desk Analyst at Velotic. Skills: Deal Desk, Sales Operations, Revenue Operations, Pricing, Finance, Contracts, Order Management. support and execute customer deals from intake to analysis, quote creation, approval and booking readiness. Serve as the first point of contact for deal requests, ensuring complete inputs and clear requirements.”
What You'll Achieve.
deals are structured accurately, executed efficiently, and fully complying with Velotic’s commercial policies and business rules; balancing speed and flexibility with disciplined governance and protection of the company’s long term interests; Track and analyze Deal Desk KPIs to drive continuous improvement.
Industry & Context.
analytical skills; problem-solving
Remote- Mexico only
What They're Looking For.
Must Have
judgment and ability to make sound decisions in ambiguous or non-standard deal scenarios, Excel / spreadsheet skills, including financial analysis and deal modeling to support pricing, discounting, and deal evaluation, Ability to interpret commercial contract language (e. g. , order forms, amendments, pricing exhibits) and identify deviations from standard terms, understanding of SaaS/subscription pricing, discounting, and commercial constructs, Comfort working with deal data, reports, and KPIs to identify trends, risks, and opportunities for improvement, Ability to manage multiple concurrent deals in a fast paced, deadline driven environment, High attention to detail with analytical, organizational, and communication skills, Ability to operate independently in a scaling environment
Nice to Have
Hands on experience creating and supporting quotes in a CPQ environment (Salesforce CPQ or similar strongly preferred), Experience working across CRM, CPQ, and adjacent quote‑to‑cash systems (e. g. , billing, CLM, order management
What You'll Do.
support and execute customer deals from intake to analysis
approval and booking readiness
Serve as the first point of contact for deal requests
ensuring complete inputs and clear requirements.
Lead cross‑functional deal reviews with Sales
Maintain accurate deal documentation
and follow‑through across the lifecycle.
Partner with Sales early to shape pricing strategy and commercial structure.
Support partner and channel deal structures aligned with program rules and margin expectations.
Advise on SaaS deal mechanics including multi‑year terms
Evaluate commercial risk
and downstream operational impact to recommend balanced deal structures.
Support product restack/remix initiatives to align legacy offers with our unified SaaS portfolio.
Partner with Finance and Legal to assess commercial and contractual risk.
Ensure deal structures align with financial metrics (ACV
TCV) and revenue recognition policies.
Manage approval workflows and escalate complex deals with clear analysis and recommendations.
Enforce pricing policies
and commercial guardrails.
Ensure non‑standard deals follow documented exception processes.
Identify recurring exceptions and partner with RevOps to improve policies
Act as a trusted advisor to sellers on pricing strategy
and commercial positioning.
Guide tradeoffs and concessions while protecting company interests.
Help sellers understand what’s approvable
what requires escalation
and how to structure deals efficiently.
and financial data to inform deal decisions.
Apply understanding of customer lifecycle across acquisition
Ensure CRM/CPQ data accuracy to support reporting
and downstream processes.
and validate quotes for new business
and complex deal scenarios.
Partner with sellers on product configuration
and commercial terms.
Troubleshoot CPQ issues and ensure outputs reflect approved pricing and entitlements.
Collaborate with RevOps/Systems to enhance CPQ rules
compliant booking packages and ensure smooth handoff to Order Management and Billing.
Validate quote accuracy to reduce downstream corrections.
Provide increased support during month‑end and quarter‑end close.
Track and analyze Deal Desk KPIs to drive continuous improvement.
Contribute to scalable quote‑to‑cash processes
How You'll Work.
Team & Collaboration
working closely with Sales, Renewals, RevOps, Finance, Legal, and other stakeholders; Lead cross‑functional deal reviews with Sales, Finance, Legal, and RevOps.; Partner with Finance and Legal to assess commercial and contractual risk.; Partner with sellers on product configuration, pricing, and commercial terms.; Collaborate with RevOps/Systems to enhance CPQ rules, templates, and automation.; ensure smooth handoff to Order Management and Billing.
Communication Scope
communication skills
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