Deal Desk & Finance Analyst jobs in United States
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solo.io · 2 hours ago

Deal Desk & Finance Analyst

Solo.io is a company that empowers teams to build and scale their AI infrastructure using cloud-native tech. They are seeking a highly organized and detail-oriented Deal Desk & Finance Analyst to manage the quote-to-cash process, ensuring accuracy across various systems and collaborating with multiple teams to facilitate smooth deal closures.

AppsCloud ComputingDeveloper APIsInformation TechnologyInternetSoftware
badNo H1Bnote

Responsibilities

Review and validate Salesforce opportunities for accurate product configuration, pricing, and required fields
Approve order forms and ensure all commercial terms, billing details, and legal requirements are accurate prior to signature
Manage the opportunity close process, including updating records, attaching documentation, and ensuring internal compliance requirements are met
Send license keys or provisioning details to the appropriate teams/customers post-close
Review Invoicing process, including approving transactions in Netsuite and verifying invoice details as well as trouble shooting invoicing issues
Act as a point of contact for Sales for deal-related questions, policy clarifications, and order-form guidance
Support ongoing process improvements, documentation, and operational scalability as the company grows
Assist with ad hoc projects related to finance, systems enhancements, and cross-functional initiatives

Qualification

SalesforceNetSuiteIroncladAttention to detailDynamic startup adaptabilityDesire to learnCommunicationCross-functional collaboration

Required

Strong attention to detail with the ability to manage multiple tasks and deadlines simultaneously
Ability to work independently
Excellent communication skills and a professional, service-oriented demeanor
Ability to partner effectively with Sales and other cross-functional teams
Comfort working in a dynamic startup environment where priorities may shift quickly
A desire to learn, grow, and take on increasing responsibility over time

Preferred

Experience with Salesforce, Ironclad, NetSuite, or similar systems is a plus—but not required if you're eager to learn

Company

solo.io

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Solo.io delivers cloud-native API and service mesh solutions, built on Istio and Envoy, to secure and scale apps across any environment.

Funding

Current Stage
Growth Stage
Total Funding
$171.5M
Key Investors
Altimeter CapitalRedpoint
2021-10-07Series C· $135M
2020-10-01Series B· $23M
2018-12-10Series A· $11M

Leadership Team

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Idit Levine
Founder & CEO
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Christian Posta
VP, Global Field CTO
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Company data provided by crunchbase