Deal Desk Operations Analyst

The Deal Operations Analyst supports the end-to-end deal lifecycle by partnering with Sales, Revenue Operations, Finance, and Legal to ensure customer deals are accurately structured, policy-compliant, and executed efficiently. This role serves as a key point of support for non-standard deals, order booking, and approval workflows, helping balance deal velocity with revenue accuracy and risk management.

This is a hands-on, cross-functional individual contributor role focused on operational excellence and scalable processes.

Key Responsibilities

Deal Desk Support

• Review and support standard and non-standard sales deals, including pricing, discounting, and key commercial terms
• Ensure deals align with internal approval, pricing, and revenue policies
• Provide guidance to Sales on deal structure, required approvals, and next steps
• Prepare and route deal approvals through established workflows

Order Management & Deal Execution

• Own order booking accuracy from closed-won through order submission
• Validate orders for completeness, accuracy, and policy compliance prior to booking
• Coordinate handoffs with Billing, Finance, and Customer Success
• Support corrections and amendments for post-close changes

Cross-Functional Collaboration

• Partner closely with Sales, Finance, Legal, and RevOps to move deals forward
• Coordinate contract review inputs and track approval status
• Serve as a subject matter expert for deal and order processes

Process & Systems

• Maintain deal documentation, approvals, and audit trails within CRM and CPQ tools
• Support deal workflows in systems such as Salesforce and CPQ platforms
• Identify process gaps and inefficiencies; recommend improvements to enhance deal velocity and accuracy
• Contribute to sales enablement content and deal desk guidance

Reporting & Insights

• Track deal volume, approval turnaround times, and exception trends
• Surface patterns related to discounting, deal complexity, or booking errors
• Provide validated deal and contract inputs used for ARR, churn, and price uplift reporting. 
• Support Revenue Operations and Finance in investigating variances or anomalies in revenue reporting. 
• Ensure deal‑level changes are accurately reflected for reporting and analysis purposes.

Qualifications

Required

• 2–5+ years of experience in Deal Desk, Deal Operations, Revenue Operations, Sales Operations, or related roles
•  Bachelor’s degree in finance, Accounting, Business, or related field
• Strong attention to detail and operational rigor
• Experience supporting sales deals in a B2B environment
• Ability to manage multiple deals simultaneously under deadlines
• Strong communication skills and comfort partnering cross-functionally

Preferred

• Experience in B2B SaaS or subscription-based business models
• Familiarity with CRM and CPQ tools (e.g., Salesforce, Ironclad)
• Basic understanding of pricing, discounts, and revenue impact
• Exposure to order-to-cash or revenue recognition concepts (high-level)
• Enables scalable, repeatable deal execution as the business grows

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Fortive Corporation Overview

Fortive’s essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.

We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.

We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact. 

At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference. 

At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone. 

At Fortive, we believe in growth. We’re honest about what’s working and what isn’t, and we never stop improving and innovating.

Fortive: For you, for us, for growth.