Deal Desk Analyst

Role Overview

The Revenue Operations department is responsible for creating, maintaining, and continually improving PitchBook’s systems that support our client-facing roles in Sales and Customer Success. This team works cross-functionally with Sales, Marketing, Finance, and IT to drive efficiency, accuracy, and revenue growth. The Deal Desk Analyst is a proactive commercial partner to PitchBook’s sales organization, engaged upstream of the deal to advise on order structuring, pricing strategy, and discount requests before deals reach CPQ and contributes commercial data analysis that supports pipeline and forecast reviews.

What You Will Do

Process and review sales orders and contract amendments to ensure accuracy and compliance with internal policies, collaborate with the sales, finance, and legal teams to resolve order discrepancies and ensure accurate documentation, and work within Salesforce and other CRM tools to validate contract terms, pricing, and billing details.

Why It Might Be a Fit

This is a mid-level role suited for candidates with strong analytical skills, attention to detail, and experience in Deal Desk, order management, revenue operations, or sales administration who want to operate as a strategic partner to the commercial org rather than a back-office processor.

Requirements

• Bachelor’s degree in finance, business administration, or a related field
• 3+ years of experience in order management, revenue operations, sales administration, or a related role; SaaS industry experience preferred
• Strong understanding of revenue recognition principles, billing processes, and financial compliance
• Proficiency in Salesforce and other CRM tools
• High attention to detail with excellent organizational and analytical skills
• Strong verbal and written communication skills, with the ability to collaborate across departments
• Self-motivated, proactive, and capable of managing multiple tasks in a fast-paced environment
• Ability to work effectively as part of a cross-functional team and provide strategic recommendations to improve order processes
• Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily

Benefits

• Comprehensive health benefits
• Additional medical wellness incentives
• STD, LTD, AD&D, and life insurance
• Paid sabbatical program after four years
• Paid family and paternity leave
• Annual educational stipend
• Ability to apply for tuition reimbursement
• CFA exam stipend
• Robust training programs on industry and soft skills
• Employee assistance program
• Generous allotment of vacation days, sick days, and volunteer days
• Matching gifts program
• Employee resource groups
• Subsidized emergency childcare
• Dependent Care FSA
• Company-wide events
• Employee referral bonus program
• Quarterly team building events
• 401k match
• Shared ownership employee stock program
• Monthly transportation stipend

Tagged as: Deal Desk