Contract Deal Desk Analyst

Details

Customer.io is a platform used by thousands of companies to send emails, push notifications, in-app messages, and SMS using real-time behavioral data. We are looking for a Deal Desk Analyst (Contractor) to support Sales, Customer Success, and Finance teams in structuring, reviewing, and executing deals to drive predictable, healthy revenue growth. This role helps optimize the quote-to-close process and ensures accuracy, compliance, and alignment across teams.

Responsibilities

• Review, structure, and approve deals to ensure alignment with pricing strategy, discount policies, and commercial terms.
• Partner with Sales and Customer Success to navigate non-standard deal requests and provide guidance on approvals.
• Collaborate with Finance and Legal to ensure contract compliance and smooth deal execution.
• Maintain and improve the quote-to-cash process by identifying bottlenecks and recommending improvements.
• Manage and track deal submissions in Salesforce and related tools, ensuring data integrity and accurate reporting.
• Support revenue forecasting and deal reporting through consistent data hygiene and documentation.
• Partner with RevOps to maintain and optimize pricing and approval workflows in systems (CPQ/DealHub).
• Provide extended Sales support during end-of-month and end-of-quarter close.
• Provide insights and feedback on deal trends to inform strategic decision-making.

Requirements

• 2–4 years of experience in a Deal Desk, Sales Operations, or Revenue Operations role (preferably in SaaS).
• Strong understanding of deal structures, pricing models, and contract management processes.
• Proficiency with CRM systems (Salesforce required) and CPQ tools (DealHub).
• Strong analytical, communication, and problem-solving skills.
• Ability to work cross-functionally and manage multiple priorities with precision.
• Experience supporting global GTM teams is a plus.
• Located in the United States and able to work core hours aligned with Eastern Time (EST).

What we value

• Empathy for revenue teams and the ability to streamline processes under pressure.
• Operational excellence: consistency, structure, and precision in deal management.
• Attention to detail to ensure deals are accurate, compliant, and aligned with policy.
• Cross-functional collaboration with Sales, Finance, Legal, and RevOps.
• Analytical mindset to use data for process improvements and pricing/discount recommendations.
• Ownership and accountability in fast-paced, shifting-priority environments.

Compensation & Contract Details

• Contract role (~6 months) with potential extension based on business needs and performance.
• Compensation: $40 an hour.
• Contractors participate in cross-functional projects and are integrated members of the team.

Our Process

1. 30-minute video call with Recruiter
2. 45-minute video call with Hiring Manager and RevOps Manager
3. 45-minute Review Call: Take Home Assignment

All final candidates will complete a background check and employment verifications. Virtual interviews use Zoom (video). Offers will be extended in writing on Customer.io letterhead. For questions contact [email protected].

About Customer.io

Customer.io focuses on automated, behavior-driven messaging for customers. The company emphasizes inclusivity, bias-free hiring practices, and building an equitable team culture.