Senior Deal Desk Analyst, Instrumentl

• 3-7 years in deal desk, revenue operations, billing operations, or a similar seat where you owned end-to-end quote-to-cash
• Working fluency in Stripe: invoicing, subscriptions, refunds, disputes
• Hands-on experience with a CPQ tool and a CRM (HubSpot or Salesforce), including configuring rules and approval flows
• Strong spreadsheet and analytical judgment; comfortable modeling deal terms and spotting outliers
• SaaS subscription billing experience, especially with multi-year, education, or nonprofit customers

Desirable

• We're hiring a Senior Deal Desk Analyst to sit in Finance, reporting to our Senior Accounting Manager, and own how sales and renewal deals get closed
• This person makes the quote-to-cash process fast and painless, building the systems and processes that handle routine order forms, invoicing, and renewals so Account Executives aren't waiting on Finance to move and CS can act for customers without a bottleneck
• They'll also own the work that actually needs a human: the non-standard deals, the complicated renewals, and the process gaps worth closing
• Additionally, this person will be our point of contact with outside commercial counsel and will own legal communications related to customer contracts
• Own the deal path, end to end:
• Review and approve standard order forms, discounts, and payment terms so AEs can close without a bottleneck
• Lead the most complicated new deals and renewals: multi-year, custom payment structures, non-standard terms
• Partner with AEs before quotes go out so we shape deals we can actually book and invoice cleanly
• Act as our POC with our outside commercial counsel to review customer redlines and legal communications
• Scale the routine work:
• Redesign our manual invoice / order form process into something an AE can drive independently, with your review at the tail end
• Build the checks, templates, and CPQ/CRM configuration that keep AE-driven deals inside the guardrails
• Track where standard requests still get stuck and remove the friction, whether it lives in HubSpot, Stripe, or our internal process
• Enable CS to act on billing:
• Work with the Customer Success team so they can independently handle common invoicing changes, refunds, and Stripe actions on behalf of customers
• Write the playbooks and set the guardrails so CS knows when they can act and when to loop you in
• Keep the books honest:
• Make sure deals close in a way Finance can recognize cleanly: correct billing terms, clean Stripe records, accurate CRM data
• Partner with Accounting on month-end cleanup for anything non-standard that hit the ledger