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Intellum · 1 day ago

Sr. Deal Desk & Salesforce Analyst

United States

Full-time

Remote

Senior Level

5+ years exp

Intellum is a leader in corporate education technology, serving major global brands. The Sr. Deal Desk & Salesforce Analyst is responsible for optimizing the quote-to-order process in Salesforce, ensuring accurate deal structuring and data integrity, while collaborating with various teams to enhance operational efficiency.

EducationEnterprise SoftwareHuman ResourcesInformation TechnologySaaS

H1B Sponsor Likely

Responsibilities

Own and oversee the end-to-end quote-to-order process in Salesforce CRM and related systems

Create, validate, and approve customer quotes and service orders, ensuring accuracy in pricing, product configuration, contract terms and billing requirements

Serve as the primary escalation point for complex deal structures, pricing and terms exceptions, and approval workflows

Maintain high data integrity in Salesforce and related tools; proactively identify and resolve gaps as related to accurate forecasting and quoting

Troubleshoot Salesforce CPQ components (Product Rules, Price Rules, Bundles, Quote Terms, Approval Conditions) to enable compliant quoting at scale

Ensure Salesforce and CPQ configurations align with revenue recognition, audit, and reporting requirements

Partner with Legal and Finance to reflect approval processes, quote terms, and templates in Salesforce so standard and non-standard terms and discount thresholds are governed in-system

Maintain product catalog, price books, discount schedules, and pricing configuration rules; implement guardrails that enforce product and pricing policy at quote time

Enforce stage entry/exit criteria (e.g., BANT) using validation rules, record types, and Flows; require completeness for key fields (ARR, Close Date, Term, Billing Frequency, Primary Quote) to protect forecast and Service Order accuracy

Keep SOPs and training current for end-to-end QTO (Opportunity → Quote → Operations Request → Order/Invoice); publish quick guides/Looms and office hours to drive adoption and reduce rework

Partner with CX leadership to understand workflow requirements and streamline processes through Salesforce functionality

Act as the bridge between Sales, Legal, and Finance, and CX teams, ensuring all stakeholders are aligned through the deal lifecycle, deals are structured correctly, and are compliant with company policies

Train and advise sales team members on quote-to-order processes, contract terms, and escalation paths

Partner with Finance and Accounting to ensure accurate billing, revenue forecasting, and downstream reporting

Build and maintain reports and dashboards to provide cross-functional visibility into team performance and key operational metrics across Sales, Contracting, and CX

Document Salesforce configurations, workflows, and best practices to support enablement, consistency, and long-term system scalability

Coordinate with Professional Services to keep SOW templates current and ensure capacity/lead-time considerations are visible to Sales

Qualification

SalesforceCPQ toolsSaaS pricing modelsSalesforce adminCross-functional collaborationCommunication skills

Required

5+ years in Deal Desk, RevOps, or Sales Operations supporting B2B SaaS or technology sales motions

Expertise in CPQ tools and Salesforce Sales & Service clouds

Strong understanding of SaaS pricing models, subscription-based revenue recognition, and quote-to-cash processes

Demonstrated ability to translate business requirements into scalable system/process designs; comfortable leading UAT and change management

Excellent cross-functional collaboration skills with proven ability to partner effectively with Sales, Legal, CX, and Finance leadership

Exceptional communication skills; comfortable presenting insights and recommendations to executives

Preferred

Experience working in mid-sized or high-growth SaaS companies with evolving operational needs

Salesforce admin experience (Flows, Validation Rules, Permission Sets, Reporting/Dashboards); Salesforce Admin and/or CPQ certification a plus

Benefits

Medical - 100% of employee premiums for selected individual plans

Dental - 100% of employee premiums covered

Vision - 100% of employee premiums covered

LinkedIn Learning

401(k) plus matching (US Based Only)

Unlimited PTO

Calm subscription

Annual Company Retreat

Company

Intellum

Intellum is a provider of integrated brand building, web presence strategy solutions and managed services company.

Founded in 2000

Atlanta, Georgia, USA

51-200 employees

http://www.intellum.com

H1B Sponsorship

Intellum has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2022 (1)