Deal Desk & Pricing Senior Analyst
About The Position
We are looking for a Deal Desk & Pricing Senior Analyst to join the Financial Planning and Strategy team (FP&S). This person will be a critical teammate on a strong Deal Desk team that is driving tangible impact to our growing business daily. In this role, you will be a key driver of our pricing and discounting approach across the majority of our customer base and play a heavy hand in shaping the future of the function with the utilization of AI. The ideal candidate has a highly analytical background and orientation for structured problem solving. Comfort working in a high-pace and ambiguous environment with a large number of cross-functional business partners (sales team) is important.
Requirements
- 4+ years of experience in Investment Banking, Private Equity, Strategic Finance, Deal Desk, BizOps, or RevOps
- Strong financial modeling, analytical, and BI skills (Excel, SQL, Looker, or similar)
- Experience in B2B SaaS, ideally with usage-based pricing models or businesses with tangible COGS
- Demonstrated ability to analyze ambiguous data and synthesize actionable insights
- Collaborative, open-minded team player who thrives in a cross-functional environment. Our Deal Desk process is a dynamic sport
- An A-player mindset with a strong bias for action: you raise the bar, move with urgency, stay resilient through ambiguity, and take ownership to deliver meaningful outcomes
Nice To Haves
- Experience with Salesforce is a plus
- Experience using AI tools or a strong desire to learn
Responsibilities
- Mid-Market & SMB Deals: Own pricing of our Mid-Market & SMB deals. Collaborate with our Sales team daily to create deal structures that are a win-win for customers & Checkr
- Enterprise Deals: Own pricing of our Enterprise deals, collaborating with a Deal Desk Sr. Manager to structure and price deals. Build an analysis that clarifies the profitability of these deals
- Build the Data and Infrastructure with AI: Be a pioneer in driving and owning the innovation on Deal Desk. Own enhancing our data infrastructure, refining our regression models and building with AI tools like Claude, Loveable, Credal, and others to build the next generation of a strategic deal desk team
- Drive Strategic Offensive Campaigns: Own the creation, iteration, and execution of offensive campaigns designed to drive consumer mannerisms, incremental spend, market expansion or similar
- Analysis and Frameworks: Conduct in-depth analyses to assess performance in pricing optimization and margin improvement. Develop and evolve the Discount Framework
- Cross-Functional Communication: Create playbooks and recommendation memos that provide clarity on our processes and proposed changes. Provide live and async updates to Leadership, the Sales team, and cross-functional teams (ie. RevOps, Revenue Systems, Accounting, etc)
Benefits
- A fast-paced and collaborative environment
- Learning and development allowance
- Competitive cash and equity compensation, and opportunity for advancement
- 100% medical, dental, and vision coverage
- Up to $25K reimbursement for fertility, adoption, and parental planning services
- Flexible PTO policy
- Monthly wellness stipend
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
