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Deal Desk Analyst- Remote (US Only)
Company: Velotic — Industrial Connectivity & Manufacturing Software
About Velotic
This newly formed company, formed through a landmark double carve out and merger led by TPG, will be the largest independent manufacturing automation software company globally. By uniting Proficy (from GE Vernova) with Kepware and ThingWorx (from PTC), the platform provides mission critical software used to run, monitor, and optimize manufacturing operations for the world’s most sophisticated industrial companies. The merger brings together synergistic, best in class solutions into a dedicated home where manufacturing software is not a business unit, but the central strategy. Operating at scale with over $350M in revenue and a strong 30% EBITDA margin, the company combines the stability of established market leaders with the nimble, innovation first mindset of a high growth technology firm.
As the organization enters its next phase of transformation, it is building out a Revenue Operations Team.
Role Summary
Under the leadership of the Sales Operation Director, we are hiring a Deal Desk Analyst to support the Velotic go-to-market team. This role is a critical partner to Velotic’s go-to-market organization, responsible for supporting and executing customer deals from intake to analysis, quote creation, approval and booking readiness. This role sits at the center of the quote to cash process, working closely with Sales, Renewals, RevOps, Finance, Legal, and other stakeholders to ensure deals are structured accurately, executed efficiently, and fully complying with Velotic’s commercial policies and business rules.
The Deal Desk Analyst plays a hands-on role in quote creation, deal structuring, pricing and discount governance, commercial approvals, and seller enablement—balancing speed and flexibility with disciplined governance and protection of the company’s long term interests
Job Description
Key Responsibilities
Deal Intake, Review & Cross‑Functional Alignment
- Serve as the first point of contact for deal requests, ensuring complete inputs and clear requirements.
- Lead cross‑functional deal reviews with Sales, Finance, Legal, and RevOps.
- Maintain accurate deal documentation, approval context, and follow‑through across the lifecycle.
Deal Structuring, SaaS Mechanics & Risk Assessment
- Partner with Sales early to shape pricing strategy and commercial structure.
- Support partner and channel deal structures aligned with program rules and margin expectations.
- Advise on SaaS deal mechanics including multi‑year terms, ramps, co‑terms, migrations, and consolidations.
- Evaluate commercial risk, precedent, and downstream operational impact to recommend balanced deal structures.
- Support product restack/remix initiatives to align legacy offers with our unified SaaS portfolio.
Commercial Terms, Pricing Governance & Approvals
- Review pricing, discounting, contract terms, billing cadence, and escalators.
- Partner with Finance and Legal to assess commercial and contractual risk.
- Ensure deal structures align with financial metrics (ACV, ARR, MRR, TCV) and revenue recognition policies.
- Manage approval workflows and escalate complex deals with clear analysis and recommendations.
Policy Compliance & Exception Management
- Enforce pricing policies, approval matrices, and commercial guardrails.
- Ensure non‑standard deals follow documented exception processes.
- Identify recurring exceptions and partner with RevOps to improve policies, workflows, and systems.
Seller Enablement & Negotiation Support
- Act as a trusted advisor to sellers on pricing strategy, packaging, and commercial positioning.
- Guide tradeoffs and concessions while protecting company interests.
- Help sellers understand what’s approvable, what requires escalation, and how to structure deals efficiently.
Customer & Financial Insight
- Use CRM, contract, pricing, and financial data to inform deal decisions.
- Apply understanding of customer lifecycle across acquisition, expansion, and renewal.
- Ensure CRM/CPQ data accuracy to support reporting, audit readiness, and downstream processes.
Quote Creation & CPQ Execution
- Build, configure, and validate quotes for new business, renewals, expansions, and complex deal scenarios.
- Partner with sellers on product configuration, pricing, and commercial terms.
- Troubleshoot CPQ issues and ensure outputs reflect approved pricing and entitlements.
- Collaborate with RevOps/Systems to enhance CPQ rules, templates, and automation.
Booking Readiness & Operational Excellence
- Prepare complete, compliant booking packages and ensure smooth handoff to Order Management and Billing.
- Validate quote accuracy to reduce downstream corrections.
- Provide increased support during month‑end and quarter‑end close.
- Track and analyze Deal Desk KPIs to drive continuous improvement.
- Contribute to scalable quote‑to‑cash processes, tools, and governance.
Qualifications
Required Qualifications
- Strong judgment and ability to make sound decisions in ambiguous or non‑standard deal scenarios
- Strong Excel / spreadsheet skills, including financial analysis and deal modeling to support pricing, discounting, and deal evaluation
- Ability to interpret commercial contract language (e.g., order forms, amendments, pricing exhibits) and identify deviations from standard terms
- Hands on experience creating and supporting quotes in a CPQ environment (Salesforce CPQ or similar strongly preferred)
- Strong understanding of SaaS/subscription pricing, discounting, and commercial constructs
- Comfort working with deal data, reports, and KPIs to identify trends, risks, and opportunities for improvement
- Ability to manage multiple concurrent deals in a fast paced, deadline driven environment
- High attention to detail with strong analytical, organizational, and communication skills
- Experience working across CRM, CPQ, and adjacent quote‑to‑cash systems (e.g., billing, CLM, order management
- Ability to operate independently in a scaling environment
Education & Experience
- Bachelor’s degree or equivalent experience
- 2–5+ years of experience in Deal Desk, Sales Operations, Revenue Operations, Pricing, Finance, Contracts, or Order Management within a B2B SaaS or software environment
Work Environment
- Remote
- Negligible Travel
