Deal Desk Analyst

Workato, Inc.

Job Overview

Location

Alabang, Philippines

Job Type

Full-time

Full Job Description

📋 Description

• Serve as a key advisor to Sales, Finance, and Leadership on deal strategy and structuring for high-impact enterprise contracts.
• Independently assess and approve complex deals to drive revenue growth while ensuring strict compliance with corporate pricing, discounting, and contract policies.
• Optimize pricing models, discount structures, and contract terms to align with corporate profitability goals and revenue targets.
• Identify inefficiencies in the deal approval workflow and implement strategic improvements to enhance speed, accuracy, and scalability.
• Spearhead automation initiatives to reduce manual dependencies and streamline deal execution processes across Sales, Finance, Legal, and Operations.
• Operate as a strategic partner to Sales teams, providing guidance on quoting best practices, pricing frameworks, and contract negotiation standards.
• Collaborate cross-functionally with Legal, Finance, Customer Success, and Business Technology to ensure alignment on all deal execution processes.
• Deliver training and enablement to Sales personnel on Salesforce CPQ, pricing guidelines, and compliance requirements for deal submissions.
• Lead special projects focused on pricing strategy, process enhancement, and operationalization of deal desk workflows.
• Monitor and analyze deal data to uncover trends, risks, and opportunities for revenue optimization and policy refinement.
• Maintain rigorous attention to detail in reviewing contract terms, discount approvals, and revenue recognition compliance.
• Work extended hours during critical quarter-end periods (January, April, July, October) to support urgent deal closures and revenue booking targets.
• Act as a trusted point of contact for Sales leadership on complex or high-value deal structuring decisions.
• Ensure all deal approvals adhere to internal controls, audit readiness standards, and corporate governance policies.
• Translate business objectives into actionable deal structures that balance customer needs with company profitability and risk tolerance.
• Proactively recommend policy updates or system enhancements based on recurring deal challenges or process bottlenecks.

🎯 Requirements

• Bachelor’s degree or equivalent experience
• 3+ years in Deal Desk, Order Management, or Revenue Operations within a high-growth SaaS company
• Expertise in Salesforce and Salesforce CPQ (or similar tools)
• Strong analytic skills to advise on deal structuring and booking
• Strategic thinker with ability to assess complex deals and recommend win-win solutions
• Adaptable problem-solver comfortable navigating ambiguity in a fast-paced environment

🏖️ Benefits

• Flexible, trust-oriented culture that empowers employees to take full ownership of their roles
• Emphasis on balancing productivity with self-care
• Vibrant and dynamic work environment
• Access to a multitude of benefits for work and personal life

Skills & Technologies

Remote

Degree Required

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Workato, Inc.

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About Workato, Inc.

Workato provides low-code/no-code enterprise automation and integration software that connects applications, data, and business processes across cloud and on-premises systems. Its platform offers pre-built connectors, recipes, and AI-powered workflow orchestration for finance, HR, IT, sales, support, and marketing functions. The company enables organizations to automate tasks without extensive coding, reducing manual effort and accelerating digital transformation initiatives. Workato serves mid-market to large enterprises worldwide through a subscription-based SaaS model, emphasizing security, governance, and scalability for complex integrations.

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