Deal Desk Analyst

At PitchBook a Morningstar company we are always looking forward. We continue to innovate evolve and invest in ourselves to bring out the best in everyone. Were 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 theres going to be some ambiguity along the way but we excel when we challenge ourselves. Were 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 PitchBooks 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 PitchBooks 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:
Bachelors 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 momentsthose hallway conversations whiteboard brainstorms and shared celebrations in each of our global officesthat simply cant 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.
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.
Employment Type: Full Time
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