Deal Desk Analyst jobs in United States
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Steer · 3 days ago

Deal Desk Analyst

Steer is a company that offers a suite of software tools for automotive repair shops, aiming to enhance profitability and efficiency. The Deal Desk Analyst will serve as a key connector among Sales, Finance, and Customer Success, ensuring deal integrity and optimizing processes related to Quote-to-Cash and subscription management.

AutomotivePersonal Finance
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H1B Sponsor Likelynote

Responsibilities

Own Deal Integrity: Audit every "Closed Won" deal to ensure pricing and commercial terms are accurate while verifying all onboarding and activation tickets are generated
Manage Subscriptions & Billing: Take full ownership of the HubSpot – Chargebee integration, ensuring billing is set up correctly and subscription changes are executed flawlessly
Drive Compliance: Proactively follow up with stakeholders for missing information and ensure SPIFF payouts are tracked accurately based on verified data
Optimize Processes: Continuously reconcile product, billing, and CRM data to identify root causes of discrepancies and implement long-term fixes

Qualification

Financial AnalysisCRM ExpertiseAdvanced ExcelQuote-to-Cash ManagementHubSpot IntegrationSaaS ExperienceProcess OptimizationCommunicationDetail-Oriented

Required

2+ years of experience and a background in Finance or Accounting with a solid understanding of revenue recognition and financial accuracy
High proficiency in HubSpot (or a similar CRM), with a deep understanding of data flow between sales stages and billing engines
Expertise in Excel (Pivot Tables, VLOOKUP/XLOOKUP) to reconcile large, complex datasets from multiple sources
Proven experience managing Quote-to-Cash or Subscription Management workflows

Preferred

Direct experience managing a HubSpot – Chargebee integration
Previous experience in a SaaS environment focused on automated billing operations

Benefits

100% remote work environment
Medical, Dental and Vision insurance (within 30 days)
100% employer-paid medical insurance
Equity package
Flexible PTO (with 15 days minimum)
Generous Parental Leave
FSA and HSA options
401(k)
Learning Stipend
WFH Equipment
Chance to work with the latest technology
A collaborative, high ownership culture
Opportunities for development and career growth

Company

Steer

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Steer is a marketing and communications platform built to help auto repair shops grow.

H1B Sponsorship

Steer 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
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
2023 (6)
2022 (3)
2021 (11)
2020 (2)

Funding

Current Stage
Growth Stage

Leadership Team

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Parker Swift
Founder & CEO
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James Harris
Manager, Sales Partnerships
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Company data provided by crunchbase