Deal Desk Finance Analyst/Lead jobs in United States
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Plenful · 1 day ago

Deal Desk Finance Analyst/Lead

Plenful is a company focused on transforming healthcare operations through AI workflow automation. They are looking for a Deal Desk Finance Analyst/Lead to provide financial analysis and support for their go-to-market strategies, ensuring compliance and operational efficiency in commercial activities.

Artificial Intelligence (AI)Data Center AutomationHealth CareIT InfrastructureMachine LearningSoftware

Responsibilities

Review and structure sales deals to ensure compliance with pricing, discounting, revenue recognition, and contracting policies, providing guidance that optimizes revenue, mitigates risk, and supports forward deal momentum
Support pricing and deal analysis by building and maintaining pricing workbooks and spreadsheets, validating deal economics, evaluating ROI considerations where applicable, and ensuring accuracy across quotes, order forms, and related deal terms for strategic customers
Provide end-to-end deal desk support from quote to signature, including quote building, pricing and order form approvals, coordination of non-standard language requests, contract execution, opportunity closure, and ensuring pricing and commercial details are accurately captured across systems
Partner cross-functionally with Sales, Customer Success, Finance, Legal, and others to streamline the deal process, resolve deal blockers, and deliver timely, high-quality support
Drive continuous improvement through financial analysis by monitoring go-to-market performance and pricing trends, identifying opportunities to strengthen commercial economics and execution efficiency, and partnering with GTM teams to ensure alignment with financial policies and objectives

Qualification

Commercial FinancePricing StrategyDeal EconomicsFinancial AnalysisCross-functional PartnershipRevenue RecognitionTech Start-up ExperienceAttention to DetailClear Communication

Required

3–5 years of experience in Commercial Finance, Sales Finance, pricing strategy, deal economics, or a related analytical role supporting go-to-market teams
Strong financial and analytical skills, with the ability to evaluate pricing structures, commercial economics, and GTM performance using spreadsheets and data-driven analysis
Experience partnering cross-functionally with Sales, GTM Operations, Legal, and Finance to support commercial execution and resolve complex, time-sensitive issues
Solid understanding of pricing, discounting, contracting concepts, and revenue recognition considerations within a SaaS or recurring-revenue business
High attention to detail and the ability to manage multiple workstreams while maintaining accuracy under tight timelines
Clear, confident communicator who can explain financial concepts and tradeoffs to non-finance stakeholders and influence GTM behavior through data and guidance

Preferred

Experience in a tech start-up environment is a plus, especially in healthcare

Benefits

Unlimited PTO
Health insurance
Meal stipend
Health & wellness stipend
Team offsites
401K matching
Stock options

Company

Plenful

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Plenful is a no-code workflow automation and AI platform that optimizes healthcare's manual, administrative workflows.

Funding

Current Stage
Growth Stage
Total Funding
$76M
Key Investors
TQ VenturesBessemer Venture Partners
2025-04-30Series B· $50M
2024-05-30Series A· $17M
2023-10-03Seed· $9M

Leadership Team

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Joy Liu
Founder & CEO
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M
Michael Longo
Chief Revenue Officer (CRO)
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Company data provided by crunchbase