Bachelor's degree/MBA in Business Administration, Engineering, IT, or related field
3-5 years of Operations experience
2-4 years in a process improvement-focused environment
Consulting experience preferred
Knowledge of Oracle CRM, AppScript, and Google AI tools
Strong analytical skills
Excellent communication and presentation skills
Responsibilities
Review 100% of booked deals for compliance and accuracy
Flag non-standard deal structures for Finance approval
Lead weekly cross-functional meetings to discuss deal updates
Ensure adherence to internal deal desk policies and pricing guidelines
Map current workflows to identify inefficiencies
Design and implement process automations for deal management
Analyze trends in deal structures to provide strategic insights
Benefits
Opportunity to work at the intersection of Sales and Finance
Engagement with cross-functional teams and senior leadership
Focus on process automation and AI integration
Chance to influence pricing and packaging strategies
Dynamic work environment with a focus on continuous improvement
Full Job Description
About the Role
We are seeking a highly detail-oriented, analytical Lead Sales Operations Analyst to join our team. In this role, you will serve as the critical bridge between Sales Operations and Finance, taking ownership of post-sale deal analysis to ensure financial compliance, accurate revenue forecasting, and smooth operational handoffs.
You will review all closed-won deals to flag unique, non-standard, or complex deal structures for Finance, maintaining weekly touchpoints to keep cross-functional stakeholders aligned. Beyond day-to-day deal desk duties, you will leverage process automation and AI tools to streamline review workflows, scale operations, and reduce manual friction across the revenue pipeline.
Primary Duties / Responsibilities:
1. Deal Review & Finance Governance
Review 100% of booked/closed deals to audit deal terms, custom clauses, discount structures, payment terms, and billing cadence.
Identify and flag non-standard, high-risk, or unique deal structures (e.g., custom SLAs, early termination options, non-standard billing schedules) for Finance and Revenue Accounting approval.
Serve as the primary point of contact for Finance, leading weekly cross-functional syncs to present deal updates, post-close modifications, and revenue recognition considerations.
Ensure strict adherence to internal deal desk policies, pricing guidelines, and revenue compliance standards.
2. Process Automation & Modernization
Map and evaluate the current deal intake and review workflow to uncover bottlenecks and inefficiencies.
Design, build, and maintain process automations to automate deal flagging and routing.
Integrate AI tools to automatically extract key contract terms, summarize unique deal clauses, and speed up audit cycles.
Identifying and implementing best practices for deal management.
3. Analytics & Strategic Insights
Track and analyze trends in deal structures, discounting patterns, and custom terms to identify recurring operational friction points.
Build and maintain real-time dashboards tracking deal turnaround times, non-standard deal frequencies, and cross-functional SLA performance.
Translate complex sales data into actionable insights for Sales Leadership and Finance to optimize future pricing and packaging strategies.
Preferred Qualifications:
Ability to interact effectively with executives, functional peer groups and subordinates to gain commitment and cooperation from others, especially those in other departments with competing priorities
Excellent oral and written communications skills, as well as excellent presentation skills; ability to lead meetings internally and externally and executive briefings. Often takes a leading role in senior level presentations with management teams
Ability to manage multiple initiatives in parallel
Understanding of cross functional process knowledge to drive efficiency into quote to cash processes
Strives to improve performance and to have a significant impact on department's success
Demonstrates strong analytical skills
Articulate compelling qualitative and quantitative business cases for process improvement
Effectively gives direction to team members to accomplish complex deals
Functional/Technical (education, certifications, and training)
Bachelor's degree/MBA from an accredited college/university in Business Administration, Engineering, IT, or a related field
3-5 years of Operations experience
2-4 years of experience in a process improvement focused environment
Consulting experience preferred
Knowledge of Oracle CRM system, AppScript and Google AI tools
