Deal Desk Analyst

What you'll be doing

You'll be the first stop for reps working through the mechanics of a deal: building and checking quotes, keeping the approval queue moving, and making sure what gets signed is what gets booked and billed. It's a high-volume, detail-heavy seat with a front-row view of how Alloy prices, packages, and contracts, and a lot of room to make the process better as you learn it.

• Build and review quotes from Salesforce CPQ all the way through the Ironclad workflow process, checking that products, pricing, terms, and opportunity setup (new business, renewal, amendment, upsell, channel) are correct before they move forward.
• Work the twice-daily Ironclad approval queue alongside Legal and Accounting, reviewing order forms against our standard terms and Deal Desk Levers and flagging anything non-standard.
• Support the triage of incoming requests in Deal Desk, Ironclad, and the Rev Ops Help queues, confirm each one has the context needed for review, and route it to the right person.
• Manage first-pass pricing using our pricing calculator and guidelines, so senior Deal Desk time goes to large and novel deals.
• Partner with our Systems and Salesforce admins to improve CPQ and quoting workflows: flag where reps get stuck, document requirements for fixes and enhancements, test changes before they go live, and update guides once they ship.
• Review closed-won contracts for booking accuracy (ACV, CARR, term, billing frequency, uplifts) and keep the bookings tracker current.
• Pull weekly reporting on deals in flight, request volume, turnaround time, and discount and approval trends.
• Help maintain CPQ, Ironclad, and Deal Desk process, and turn repeat questions into documentation (CPQ Handbook)

Must-haves

• 1-3 years in Deal Desk, Sales Operations, Revenue Operations, Order Management, or a similar analytical role supporting a sales team.
• Hands on Salesforce experience with opportunities, quotes, and reports.
• Salesforce CPQ (or similar) experience.
• Interest in automating manual deal desk work.
• Strong Excel and Google Sheets skills.
• Sharp attention to detail, with a habit of catching the wrong date or mismatched number before it reaches a customer.
• Comfort working a queue: many requests at once, prioritized by deadline, with people kept informed along the way.
• Clear, direct written communication, including explaining a policy to a rep or saying "not yet" without creating friction.
• Curiosity about how deals work, from pricing and contract terms to how they flow into bookings and billing.

Nice-to-haves

• Experience with Ironclad or another contract lifecycle management tool.
• Experience gathering requirements or testing changes for a CRM or quoting tool.
• Experience in B2B SaaS, fintech, or financial services.
• Familiarity with SaaS metrics and deal terms such as ARR, CARR, usage-based pricing, ramps, and multi-year uplifts.
• Exposure to order forms, billing, or revenue recognition basics (ASC 606).
• Familiarity with SQL.

Pay and benefits

Alloy is committed to fair and equitable compensation practices. Below is the anticipated starting base compensation range for this role; however, pay may vary depending on job-related knowledge, in-demand skills, relevant experience, and/or geography. In addition to a competitive base salary, this position is also eligible for equity awards in the form of stock options (ISOs) as well as a competitive total benefits package. Your recruiter will be happy to walk you through the details and what compensation could look like for you specifically!

This position has a salary range of $80,000 to $100,000.

Benefits and Perks

We invest in your health, your financial future, and your growth. Here's what you can expect:

• Medical, dental, and vision coverage from the first of the month after you join, including $0 employee-only premium options, plus FSA options and an Alloy-funded HSA with our high-deductible plan
• Healia: if your spouse or partner has health insurance through their employer, Alloy may cover up to 100% of your family's costs on their plan
• Alloy-paid One Medical membership, Spring Health therapy and coaching, Superpower advanced lab testing, and ClassPass credits
• Stock options for every full-time employee
• 401(k) with a 100% match up to 4% of pay, vested immediately, plus a mega backdoor Roth option
• Free, unlimited 1:1 financial planning through Addition Wealth
• Unlimited PTO plus company holidays
• 16 weeks of fully paid parental leave for eligible birthing, non-birthing, adoptive, and foster parents
• Annual learning and development stipend, plus a home office stipend to set up your workspace
• Hybrid work environment: most team members work from our HQ in Union Square, Manhattan, Tuesday through Thursday, with in-office expectations that vary by role. Catered lunches from a variety of local restaurants and frequent employee-organized cultural events bring energy to the office. On Mondays and Fridays, many employees work remotely, while some take advantage of the quieter office.

• How to apply
• Apply right here! You've found the application!

All Alloy jobs are listed on our careers page. Any communication during the recruitment process, including interview requests or job offers, will come directly from a recruiting team member with an alloy.com email address. We do not use outside applications or automated text messaging in our recruiting process. We will not ask for any sensitive financial or identification information during the recruiting process. If you're ever unsure, please contact us directly via our website before sharing personal information.