Used Tools & Technologies
Not specified
Required Skills & Competences ?
Hiring @ 3 Communication @ 6 CRM @ 5 Reporting @ 3 Compliance @ 3 Salesforce @ 3Details
Customer.io is looking for a Deal Desk Analyst (Contractor) to support go-to-market teams as the company grows and scales. The role focuses on structuring, reviewing, and executing deals to drive predictable, healthy revenue growth while ensuring accuracy, compliance, and alignment across Sales, Customer Success, Finance, Legal, and RevOps. This is a roughly 6-month contract role with potential for extension.
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 process 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.
- 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 is 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).
Compensation & Contract Details
- Contract role (~6 months) with potential extension based on business needs and performance.
- Compensation: $40 an hour (contractor).
- Contractors are treated as integral members of the team and collaborate cross-functionally.
Interview Process & Misc
- 30-minute video call with Recruiter
- 45-minute video call with Hiring Manager and RevOps Manager
- 45-minute Review Call: Take Home Assignment
All final candidates will be asked to complete a background check and employment verifications as part of pre-employment. Virtual interviews are conducted via Zoom. Offers will be extended in writing on official Customer.io letterhead. For questions: [email protected].
Company & Values
Customer.io serves over 7,500 companies and powers automated communication (email, push, in-app, SMS) using real-time behavioral data. The company values empathy for revenue teams, operational excellence, attention to detail, cross-functional collaboration, analytical mindset, and ownership/accountability. Customer.io is committed to inclusion and equity within the tech industry.