Deal Desk Analyst

Summary

Alkami Technology is a digital sales and service platform provider for U.S. banks and credit unions. The Deal Desk Analyst supports pricing, documentation, quoting, and contract coordination across the quote-to-cash process, partnering with Sales, Rev Ops, Legal, Finance, and Accounting. The role also contributes to deal analysis, system updates, reporting, and process improvements.

Responsibilities

• Process and validate standard deal requests including quoting, pricing configuration, and order form preparation
• Review incoming deal submissions for completeness, policy compliance, and routing requirements prior to analyst review
• Support senior analysts on complex deal packages including data gathering, document preparation, and Salesforce/CPQ updates
• Serve as the first point of contact for standard Sales inquiries related to quote building, pricing, product configuration, and quote status
• Maintain deal records and documentation with a high degree of accuracy across CRM and CPQ systems; submit, track, and manage Jira tickets with EA
• Assist with contract and order form administration including version tracking, template management, and execution coordination
• Generate routine deal desk reports and dashboards tracking queue volume, turnaround times, and open approvals
• Learn and apply deal desk policies, discount governance frameworks, and approval matrices with increasing independence over time
• Participate in team process improvement initiatives and contribute to documentation of standard operating procedures

Skills

• 1+ years of experience in deal desk, sales operations or support, or a business operations role
• Bachelor's degree in Finance, Business, Economics, or related field or equivalent work experience
• High attention to detail and a structured approach to managing multiple tasks and deadlines simultaneously
• Strong written and verbal communication skills; comfortable interacting with Sales teams and cross-functional stakeholders
• Eagerness to learn SaaS commercial concepts including pricing, deal structures, and contract basics
• Proficiency in Microsoft Excel/Google Sheets; familiarity with Salesforce or similar CRM a plus
• Bachelor's degree in Business, Finance, or related field, or equivalent work experience
• Candidates must be eligible to work in the US for full-time employment
• SaaS or FinTech exposure is a plus
• Exposure to complex Product and Pricing structures
• Familiarity with quote-to-cash processes
• Experience supporting Sales Orgs or Operations, Revenue Accounting, or Invoicing
• Intermediate Excel, GSuite, SFDC skills including data and file ownership

Qualifications

Must Haves

• 1+ years of experience in deal desk, sales operations or support, or a business operations role
• Bachelor's degree in Finance, Business, Economics, or related field or equivalent work experience
• High attention to detail and a structured approach to managing multiple tasks and deadlines simultaneously
• Strong written and verbal communication skills; comfortable interacting with Sales teams and cross-functional stakeholders
• Eagerness to learn SaaS commercial concepts including pricing, deal structures, and contract basics
• Proficiency in Microsoft Excel/Google Sheets; familiarity with Salesforce or similar CRM a plus
• Bachelor's degree in Business, Finance, or related field, or equivalent work experience
• Candidates must be eligible to work in the US for full-time employment

Nice to Haves

• SaaS or FinTech exposure is a plus
• Exposure to complex Product and Pricing structures
• Familiarity with quote-to-cash processes
• Experience supporting Sales Orgs or Operations, Revenue Accounting, or Invoicing
• Intermediate Excel, GSuite, SFDC skills including data and file ownership

Benefits

• Remote-first environment
• Unlimited paid time off
• 401(k) with employer match