The Deal Desk Analyst II collaborates with sales, finance, and legal teams to structure and validate deal proposals, ensuring compliance with policies while providing insights and recommendations for performance improvement.
Since 2003, Entrata has evolved from a visionary, student-led startup into a global leader in AI-driven property management technology. Today, we power the industry's most essential operating system, serving owners and residents worldwide through a comprehensive suite of intelligent leasing, payment, and communication tools powered by cutting-edge AI. With a proven track record of sustained growth and a global team of more than 2,200 employees, we offer the rare combination of established stability and high-velocity innovation. Recognized by the Silicon Slopes Hall of Fame and the Utah Business Fast 50, Entrata fosters a culture of radical transparency and entrepreneurial energy. At Entrata, we create an environment where different perspectives are valued and respected. Those perspectives challenge assumptions, strengthen our decisions, and raise the bar as we reshape the global living experience through AI-powered solutions.
Collaborate with sales and finance teams to structure, validate, and monitor deal proposals. Provides guidance on deal structuring, pricing strategies, and compliance with company policies. Acts as a liaison between sales, finance, and legal teams to resolve deal-related issues and supports initiatives to enhance deal desk operations. Serves as a subject matter expert on deal structuring processes, policies, and operational tools.
Duties/Responsibilities
- Partner with sales, finance, and legal teams to structure and validate deal proposals.
- Monitor deal performance and provide insights and recommendations for improvement.
- Develop and deliver training materials in collaboration with Sales Operations to educate sales teams on deal desk processes and best practices.
- Analyze reports on deal metrics, pipeline trends, and sales performance to support informed decision-making.
- Ensure compliance with company policies in all deal-related activities.
- Act as a sales-facing expert on deal structuring, processes, and policies.
- Drive operational consistency by leveraging CPQ and related systems.
- Support ad-hoc projects and initiatives to enhance deal desk operations.
Essential Functions
- Structure, validate, and monitor deal proposals in collaboration with cross-functional teams.
- Analyze deal metrics and provide actionable insights to support informed decision-making by sales and finance teams.
- Act as the primary point of contact for sales teams regarding deal processes and policies.
- Develop and deliver training materials and guidance to ensure consistency in deal desk operations.
- Ability to prioritize tasks effectively by meeting deadlines and managing workload efficiently.
- Maintain professional interaction with internal and external stakeholders
- Ability to work in a fast-paced and high-stress environment
Minimum Qualifications/Skills
- Strong analytical skills with the ability to interpret complex data and provide actionable recommendations.
- Excellent communication and interpersonal skills with a focus on collaboration and problem-solving.
- Proficiency in Microsoft Excel and other data analysis tools.
- Knowledge of deal structuring, pricing strategies, and CPQ tools.
Education and Experience Requirements
Bachelor’s degree in Business, Finance, Accounting, or a related field.
2+ years of experience in a deal desk, sales operations, or financial analysis role.
AI & Operational Fluency
AI Integration: Utilize company-approved GenAI tools to accelerate high-value deliverables.
Strategic Oversight: Exercise critical judgment as the "Human-in-the-Loop," by auditing AI outputs for factual accuracy, brand alignment, and the removal of hallucinations.
Data Governance: Ensures no proprietary or Personally Identifiable Information (PII) data is exposed to unauthorized models.
Prompt Competency: Demonstrates the ability to craft clear, context-rich prompts to achieve consistent, high-quality results across various business domains.
Benefits:
Flexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work-life balance.
Comprehensive medical, dental, and vision coverage, including fertility benefits, available for eligible employees and their families.
HSA/FSA options and employer-paid disability benefits provided for eligible employees.
Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long-term financial security.
Wellness initiatives promoting physical and mental well-being, access to an onsite gym at HQ, gym memberships, mental health resources, wellness challenges, and employee assistance programs.
Entrata Cares programs offers opportunities for volunteerism, charity events, and giving back to our community.
Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits.
Bi-annual swag drops for employees
Currently, Entrata hires in Arizona, Idaho, Utah, Wyoming, Texas, North Carolina, Florida, Georgia, South Carolina, Ohio, Pennsylvania, and Illinois for Exempt roles and Arizona, Idaho, Utah, Wyoming, Texas, North Carolina, and Florida for Non-Exempt roles.
Entrata is dedicated to creating a workplace where a diverse and inclusive team thrives in an environment free from discrimination. We provide equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, protected veteran status, or any other applicable characteristics protected by law.
It’s a great place to work! Will you join us?
Top Skills
Cpq Tools
Excel
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