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- Tasks: As a Deal Desk Analyst, you'll process sales orders and ensure compliance with company policies.
- Company: PitchBook is an innovative company focused on collaboration and continuous improvement.
- Benefits: Enjoy perks like private medical insurance, education subsidies, and a paid sabbatical after four years.
- Why this job: Join a dynamic team that values curiosity, creativity, and professional growth in a supportive environment.
- Qualifications: A degree in finance or business and 3+ years in order management or revenue operations are required.
- Other info: This role is office-based, fostering in-person collaboration for enhanced creativity and connection.
The predicted salary is between 24000 - 36000 £ per year.
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At PitchBook, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We’re deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company.
Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there’s going to be some ambiguity along the way, but we excel when we challenge ourselves. We’re willing to take risks, fail fast, and do it all over again in the pursuit of excellence.
If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.
About the Role:
The Revenue Operations department is responsible for creating, maintaining, and continually improving PitchBook’s systems that support our client-facing roles in Sales and Customer Success. This team works cross-functionally with Sales, Marketing, Finance, and IT to drive efficiency, accuracy, and revenue growth.
The Deal Desk Analyst plays a crucial role in ensuring accuracy, compliance, and efficiency within PitchBook\’s deal execution process. This position will be responsible for reviewing, processing, and validating sales orders and contract amendments to maintain data integrity, financial accuracy, and adherence to company policies. The analyst will work closely with Sales, Finance, Legal, and Revenue Operations teams to identify and resolve discrepancies, streamline processes, and provide proactive support to the sales organization. This is a mid-level role suited for candidates with strong analytical skills, attention to detail, and experience in order management, revenue operations, or sales administration.
Primary Job Responsibilities:
- Process and review sales orders and contract amendments to ensure accuracy and compliance with internal policies
- Collaborate with the Sales, Finance, and Legal teams to resolve order discrepancies and ensure accurate documentation
- Assist in analyzing order structures, ensuring alignment with financial guidelines and billing procedures
- Maintain and update order audit dashboards to track discrepancies, trends, and process improvements
- Work within Salesforce and other CRM tools to validate contract terms, pricing, and billing details
- Verify contract amendments, billing changes, and collection notices in coordination with the billing team
- Support the contract activation process by ensuring accurate data entry and timely execution
- Provide guidance to the sales organization on order processing best practices and compliance requirements
- Assist in developing and maintaining process documentation and internal guidelines to improve operational efficiency
- Support the professional growth of junior team members through coaching and mentorship
- Participate in cross-functional initiatives to enhance order management processes and improve internal controls
- Support the vision and values of the company through role modeling and encouraging desired behaviors
- Participate in various company initiatives and projects as requested
Skills and Qualifications:
- Bachelor’s degree in finance, business administration, or a related field
- 3+ years of experience in order management, revenue operations, sales administration, or a related role; SaaS industry experience preferred
- Strong understanding of revenue recognition principles, billing processes, and financial compliance
- Proficiency in Salesforce and other CRM tools
- High attention to detail with excellent organizational and analytical skills
- Strong verbal and written communication skills, with the ability to collaborate across departments
- Self-motivated, proactive, and capable of managing multiple tasks in a fast-paced environment
- Ability to work effectively as part of a cross-functional team and provide strategic recommendations to improve order processes
Benefits at PitchBook:
Physical Health
- Private medical insurance
- Dental scheme
- Additional medical wellness incentives
- Life cover
Emotional Health
- Paid sabbatical program after four years
- Paid parental leave
- Education subsidies
- Robust training programs on industry and soft skills
- Minimum 25 days annual leave and volunteer days
Social Health
- Employee resource groups
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 10% Pension contribution
- Income protection
- Shared ownership employee stock program
- Transportation stipend
- Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.
Working Conditions:
At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. This role is expected to be in the office 5 days a week.
The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.
Life At PB:
We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It’s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we’ve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.
We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Business Development and Sales
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Industries
Financial Services, Venture Capital and Private Equity Principals, and Software Development
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Deal Desk Analyst employer: Pitchbook
Contact Detail:
Pitchbook Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Deal Desk Analyst
✨Tip Number 1
Familiarise yourself with PitchBook's products and services. Understanding their offerings will not only help you during the interview but also demonstrate your genuine interest in the company and its mission.
✨Tip Number 2
Network with current or former employees of PitchBook on platforms like LinkedIn. Engaging with them can provide valuable insights into the company culture and the specific expectations for the Deal Desk Analyst role.
✨Tip Number 3
Brush up on your Salesforce skills, as proficiency in this CRM tool is crucial for the role. Consider taking a quick online course or tutorial to ensure you're comfortable navigating and using it effectively.
✨Tip Number 4
Prepare to discuss your analytical skills and past experiences in order management or revenue operations. Be ready to share specific examples of how you've resolved discrepancies or improved processes in previous roles.
We think you need these skills to ace Deal Desk Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in order management, revenue operations, or sales administration. Use keywords from the job description to demonstrate that you meet the qualifications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your analytical skills and attention to detail. Mention specific examples of how you've successfully resolved discrepancies or improved processes in previous roles.
Highlight Relevant Skills: Emphasise your proficiency in Salesforce and other CRM tools, as well as your understanding of revenue recognition principles. This will show that you have the technical skills needed for the role.
Show Enthusiasm for Collaboration: Since the role involves working cross-functionally, express your excitement about collaborating with teams like Sales, Finance, and Legal. Share any past experiences where teamwork led to successful outcomes.
How to prepare for a job interview at Pitchbook
✨Understand the Role
Before your interview, make sure you thoroughly understand the responsibilities of a Deal Desk Analyst. Familiarise yourself with the sales order process, compliance requirements, and how the role interacts with other departments like Sales, Finance, and Legal.
✨Showcase Analytical Skills
Prepare to discuss your analytical skills and provide examples of how you've used them in previous roles. Highlight any experience you have with order management or revenue operations, as this will be crucial for the position.
✨Demonstrate Attention to Detail
Since accuracy is key in this role, be ready to share instances where your attention to detail made a significant impact. You might want to mention specific tools or methods you use to ensure data integrity.
✨Emphasise Collaboration
PitchBook values collaboration, so be prepared to discuss how you've worked effectively in cross-functional teams. Share examples of how you resolved discrepancies or streamlined processes by working with others.
