Deal Desk Analyst

📋 Description

• • The Deal Desk Analyst at Juniper Square serves as a trusted advisor to Sales, Customer Success, and Renewal Managers on deal structuring, quoting, approval workflows, and order processing, playing a pivotal role in closing deals that benefit both customers and the company.
• • Day-to-day responsibilities include managing end-to-end quote and order execution, structuring creative and scalable deals, partnering with Finance and Legal for compliance, reviewing non-standard deal structures with Accounting, documenting exceptions, driving process improvements, maintaining deal desk playbooks, and leveraging AI tools to automate workflows and improve efficiency.
• • Juniper Square is a mission-driven company digitizing private markets like commercial real estate, private equity, and venture capital to bring efficiency, transparency, and access to underserved financial ecosystems, with a digital-first hybrid workplace spanning 27 U.S. states, 2 Canadian provinces, India, Luxembourg, England, and physical offices in San Francisco, NYC, Mumbai, and Bangalore.
• • The role offers the opportunity to build scalable processes, generate insights that empower cross-functional teams, and contribute to making capital markets more transparent and accessible through technology, while developing expertise in SaaS revenue models, deal structuring, and AI-enhanced operations.