About the RoleWe 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 pipelin
e.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
