Deal Desk Analyst

At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We’re deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company.

Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there’s going to be some ambiguity along the way, but we excel when we challenge ourselves. We’re willing to take risks, fail fast, and do it all over again in the pursuit of excellence.

If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.

About the Role:

The Deal Desk Analyst is a proactive commercial partner to PitchBook's sales organization, engaged upstream of the deal to advise on order structuring, pricing strategy, and discount requests before deals reach CPQ. This position also ensures accuracy, compliance, and efficiency within PitchBook's deal execution process — reviewing, processing, and validating sales orders and contract amendments to maintain data integrity, financial accuracy, and adherence to company policies — and contributes commercial data analysis that supports pipeline and forecast reviews. The analyst will work closely with sales, finance, legal, and revenue operations teams to identify and resolve discrepancies, streamline processes, and provide proactive support to the sales organization. This is a mid-level role suited for candidates with strong analytical and business judgment, attention to detail, and experience in Deal Desk, order management, revenue operations, or sales administration who want to operate as a strategic partner to the commercial org rather than a back-office processor.

The Revenue Operations department creates, maintains, and continually improves PitchBook's systems that support our client-facing roles in Sales and Customer Success, working cross-functionally with Sales, Marketing, Finance, and IT to drive efficiency, accuracy, and revenue growth. As part of this team, the role grows into reviewing and guiding strategic and non-standard deals, becoming a trusted advisor to regional Sales leadership, and owning the discounting-trend and turnaround-time reporting that shapes revenue policy.

Primary Job Responsibilities:

• Deal Structuring & Pricing Guidance: Proactively engage with sales reps before a deal reaches CPQ to advise on order structuring and pricing strategy, reducing rework and downstream discrepancies

• Discount Review: Evaluate discount requests against pricing guardrails and deal economics, providing sales managers with documented recommendations to inform their approval decisions. Deal Desk's role in discount governance is expected to expand over time

• Commercial Analytics Contribution: Pull and structure deal data (discounting, order type, term structure) to support pipeline and forecast reviews led by Revenue Operations leadership

• Order Processing & Contract Activation: Process and review sales orders and contract amendments, ensuring accurate data entry, policy compliance, and timely activation. Volume is expected to shift over time as Support Operations capacity is built out

• Sales Support: Serve as the sales organization's primary point of contact on order processing best practices and compliance requirements

• Issue Resolution & CRM Management: Collaborate with sales, finance, and legal to resolve order discrepancies; work within Salesforce and other CRM tools to validate contract terms, pricing, and billing details

• Audit Tracking & Trend Analysis: Maintain and update order audit dashboards to track discrepancies and trends; identify recurring patterns and propose process improvements rather than logging exceptions alone

• Billing Accuracy: Verify contract amendments, billing changes, and collection notices in coordination with the billing team

• Process Documentation: Assist in developing and maintaining process documentation and internal guidelines to improve operational efficiency

• Cross-Functional Collaboration: Participate in cross-functional initiatives to enhance order management processes and improve internal controls

• Deal Cycle Time: Reduce average order turnaround time by resolving structuring and pricing questions before a deal reaches CPQ

• Pricing Guardrail Adherence: Track the rate at which discount recommendations align with pricing guardrails, informing future discount governance design

• Order & Quote Accuracy: Maintain low error/rework rates on processed orders, reflecting both compliance discipline and upstream deal quality

Basic Qualifications:

• 3+ years of experience in Deal Desk, order management, revenue operations, or sales administration

• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Preferred Qualifications:

• Bachelor’s degree in finance, business administration, a related field, or equivalent experience

• Demonstrated ability to evaluate pricing and discount requests against business guardrails and provide clear, well-reasoned recommendations to sales stakeholders

• Strong understanding of revenue recognition principles, billing processes, and financial compliance

• Proficiency in Salesforce and other CRM tools

• Comfort working with data in Excel (pivot tables, VLOOKUP/XLOOKUP)

• Experience with SQL to support recurring analysis and reporting

• High attention to detail with excellent organizational and analytical skills

• B2B SaaS industry or similar sales cycle experience

• Strong verbal and written communication skills, with the ability to advise sales reps directly on deal structuring and collaborate across departments

• Self-motivated, proactive, and capable of managing multiple tasks in a fast-paced environment

• Ability to work effectively as part of a cross-functional team and provide strategic recommendations to improve order processes

Benefits + Compensation at PitchBook:

Physical Health

• Comprehensive health benefits

• Additional medical wellness incentives

• STD, LTD, AD&D, and life insurance

Emotional Health

• Paid sabbatical program after four years

• Paid family and paternity leave

• Annual educational stipend

• Ability to apply for tuition reimbursement

• CFA exam stipend

• Robust training programs on industry and soft skills

• Employee assistance program

• Generous allotment of vacation days, sick days, and volunteer days

Social Health

• Matching gifts program

• Employee resource groups

• Subsidized emergency childcare

• Dependent Care FSA

• Company-wide events

• Employee referral bonus program

• Quarterly team building events

Financial Health

• 401k match

• Shared ownership employee stock program

• Monthly transportation stipend

*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.

Compensation

• Annual base salary: $92,000 - $102,353

• Target annual bonus percentage: 7.5%

Working Conditions:

At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. This role is expected to be in the office 5 days a week.

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

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