KnowBe4
Human Risk Management
DealOptimizationAnalyst
Neural analysis suggests this role is
optimal for Mid candidates.
“Deal Optimization Analyst at KnowBe4. Skills: Deal Desk, SaaS, Salesforce, CPQ, Excel, Analytical abilities, Customer service. Provide expert deal analysis and evaluation to ensure optimal deal structure, pricing, and terms to maximize revenue. Serve as a primary point of contact and advocate for Global KnowBe4 Sales and Customer Success teams”
What You'll Achieve.
Maximize revenue; Achieve operational excellence; Revenue optimization; Deliver exceptional customer service; Expedite deal approvals and deal bookings; Ensure field understanding and adherence to best practices; Enhance systems and reporting; Maintain data hygiene; Track the progress, effectiveness and efficiency of Deal Desk operations; Provide transparency to our internal customers; Improve deal velocity; Improve sales productivity
Industry & Context.
Creative problem solving; Relentless attention to detail; Analytical abilities
Flexibility to work under tight deadlines and extended hours when necessary, especially at end of month
What They're Looking For.
Must Have
2 years minimum Deal Desk experience in a SaaS company, Proficiency with Salesforce, CPQ and Excel, Desire to truly hear, understand and empathize with Sales needs to provide exceptional customer service with every interaction, while balancing the requirement to adhere to guardrails needed by Legal and Finance, Exceptional analytical abilities and relentless attention to detail, Energetic self-starter with a 'Sales/Customer Success Friendly' mentality who thrives in building trust and rapport in a cross-functional team setting, with highly effective interpersonal and communication skills, both written and verbal, Combination of positive / can-do attitude, intellect, creative problem solving, and growth mindset, Ability to handle stress with a positive, calm and data-driven approach, focused on company objectives, Operate with honesty, integrity, transparency, enthusiasm, and respect for others, Experience successfully working in a fast-paced Global company with continuous change and competing priorities, Flexibility to work under tight deadlines and extended hours when necessary, especially at end of month
What You'll Do.
Provide expert deal analysis and evaluation to ensure optimal deal structure
and terms to maximize revenue
Serve as a primary point of contact and advocate for Global KnowBe4 Sales and Customer Success teams
Provide guidance on pricing and discounting
contract term options
and managing a deal exception process
build and support the end-to-end deal desk processes and policies
Expedite deal approvals and deal bookings
Provide guidance and support to the Sales and Customer Success teams as they build business cases for exception requests
Identify and report on the need for policy and process changes
implement and communicate updates/changes to internal teams
Collaborate with IT to define
document needs for enhancing systems and reporting
Maintain data hygiene across sales-related databases and tools
Measure and report on key performance indicators to track the progress
effectiveness and efficiency of Deal Desk operations
Provide recommendations in assist in building out the appropriate KPIs and reporting
Utilize pricing tools and ensure that all discounts and special pricing arrangements adhere to company policies
Facilitate deal approvals by compiling necessary information for presentation to stakeholders for decision-making
Ensure that data related to deals is accurately entered and managed within Salesforce
Collaborate on the creation
enhancement and improvement of reporting that tracks deal conversion rates
and other KPIs related to the sales process
Optimize the deal desk processes to improve deal velocity and sales productivity
How You'll Work.
Team & Collaboration
Cross-functional collaboration with Legal, Finance, Order Processing, Global Sales and Customer Success teams; Liaising with stakeholders in Legal, Finance, Order Processing, Sales, and Customer Success to expedite deal approvals and deal bookings; Collaborate with IT to define, design, document needs for enhancing systems and reporting; Thrives in building trust and rapport in a cross-functional team setting
Communication Scope
Highly effective interpersonal and communication skills, both written and verbal
Full Job Description
KnowBe4 is the global leader in Human Risk Management, trusted by over 70,000 organizations worldwide to secure their employees and AI agents for over 15 years. We're pioneering a new era of security. AI-powered since 2016. And market-leading since day one. Our HRM+ combines continuous risk intelligence, advanced technical defenses, and personalized training to help organizations build strong security cultures. We help organizations understand, measure, and reduce human risk across their entire workforce, defending against, deepfakes, and emerging AI-powered threats. We believe that protecting organizations from cyberthreats and creating a positive environmental impact go hand in hand. True resilience is collective, it requires us to protect our people, our data, and our planet. Please submit your resume in English. We are searching for a detail-oriented Deal Desk Analyst with exceptional customer service skills to join our dynamic global. Revenue Operations team. This individual will help build up our Deal Desk team and provide expert deal analysis and evaluation to ensure optimal deal structure, pricing, and terms to maximize revenue. This role requires cross-functional collaboration with Legal, Finance, Order Processing, Global Sales and Customer Success teams, an exceptional understanding of sales processes, legal contract constructs, and a passion for achieving operational excellence, revenue optimization and delivering exceptional customer service. The Deal Optimization Team (aka Deal Desk) team is a new organization at KnowBe4 and this role will begin with an initial charter focused on serving as a primary point of contact and advocate for Global KnowBe4 Sales and Customer Success teams, providing guidance on pricing and discounting, contract term options, and managing a deal exception process. In subsequent phases the role may take on functions related to helping educate and support the Sales and Customer Success teams regarding pricing and discounting strat
Applying for this Deal Optimization Analyst role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Greenhouse
- Create a Greenhouse profile before applying — it saves time across multiple applications.
- Upload your resume as a PDF; the parser handles it better than Word.
- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
ANONYMOUS · UNFILTERED
What do employees actually say about KnowBe4?
Real rants from real employees. Read before you apply.