Deal Desk Analyst

At ClickUp, we’re not just building software. We’re architecting the future of work! In a world overwhelmed by work sprawl, we saw a better way. That’s why we created the first truly converged AI workspace, unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI, empowering millions of teams to break free from silos, reclaim their time, and unlock new levels of productivity. At ClickUp, you’ll have the opportunity to learn, use, and pioneer AI in ways that shape not only our product, but the future of work itself. Join us and be part of a bold, innovative team that’s redefining what’s possible! 🚀

We are seeking a dynamic and experienced Deal Desk Analyst to join our growing Finance Operations team. This role is pivotal in conducting day-to-day Deal Desk operations, ensuring seamless collaboration between sales, finance, and legal teams. ClickUp is one of the fastest growing pre-IPO software companies in the world, and this pivotal role will allow our Deal Desk team to expand our global coverage footprint to support accelerated revenue growth. In this role, you will apply strong attention-to-detail skills to help drive accuracy and urgency within the sales organization. The ideal candidate will have a strong background in deal desk operations, order operations, revenue operations, or similar functions with 3+ years of direct experience.

Key Responsibilities

Review, restructure and process requests for sales quote approvals, order form updates and reviews, and client concessions in a timely and consistent manner

Actively participating in deal structuring and provide knowledgeable guidance to the sales organization

Collaborate with sales, finance, legal and Billing teams to ensure compliance with company policies

Support business growth by taking a proactive and collaborative approach with both finance and external company stakeholders

Participate in system improvements to drive growth and support changing processes

Qualifications

At least 3 years of direct experience in deal desk operations or a related field, specifically for a company selling SaaS solutions

Strong analytical and problem-solving skills, with a keen attention to detail, with strong time management and efficiency

Excellent communication and interpersonal skills, with the ability to collaborate effectively across departments

Outstanding attention to detail and succinct written communication

Curious individuals who learn quickly

Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities

Bachelor's degree in Finance, Business, Accounting, Economics or a related field

At least 3 years of Salesforce CPQ experience. Admin experience preferred but not required

1+ years of Ironclad experience preferred

1+ years of ClickUp experience preferred

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Unsure if you meet all the qualifications of this job description but are deeply excited about the role? We hire based on ambition, grit, and a passion for improving the way people work. If you think ClickUp is the company for you, we encourage you to apply!

At ClickUp, we assess every candidate based on the potential impact they can have. We hire the best people for the job and support each person’s journey to build their boldest career.

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lickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

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Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.

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