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Salary: USD 89,000 - 131,000 / annual
Panorama Education is seeking a Senior Deal Desk Analyst to own the deal desk process from quote through booking within the Finance organization. This role serves as the primary resource for sales teams on deal structure and works cross-functionally with RevOps, Legal, and Accounting to build scalable processes that support growth without slowing the sales cycle.
Key Responsibilities:
Own the deal desk and order management process. Serve as the primary point of contact for Sales and Account Management on deal structure, pricing, quoting, and approvals across new business, expansion, and renewal opportunities. Structure, review, and process deals based on established commercial standards, with special attention to non-standard requests such as discounts, payment terms, and multi-year structures, balancing customer needs with company pricing and commercial policies. Maintain sources of truth for deal requirements, sales templates, and approval matrices to establish accuracy and consistency. Review all closed deals, amendments, and cancellations for completeness and accuracy within Salesforce to enable streamlined processing by billing teams.
Cross-functional partnerships. Partner with RevOps on Salesforce, CPQ, and operational implications; Finance on pricing and discounting; and Legal on non-standard terms to ensure aligned decision-making. Build trusted relationships across functions and become a go-to resource for commercial processes, promoting faster decision-making and smoother deal progression.
Drive continuous improvement. Analyze deal data to identify trends in discounting, structures, and approval patterns, surfacing insights that improve pricing decisions and commercial policy. Identify opportunities to automate or simplify processes, improve deal turnaround time and accuracy, and reduce operational friction. Develop enablement materials and support Sales training on deal desk processes and best practices.
Panorama Education is a mission-driven technology company building the leading platform for student insight and action in K-12 education. The company serves 15 million students across 2,000 districts nationwide, combining academics, attendance, behavior, and engagement data with AI to give educators a complete picture of every student.
Requirements:
- 4+ years of experience in Deal Desk, Sales Operations, Revenue Operations, Finance, Sales Support, or a related analytical/commercial role
- Strong analytical and problem-solving skills with ability to understand both details and broader business implications
- Working knowledge of SaaS metrics and commercial concepts, including ARR, bookings, recurring revenue, and discounting
- Exceptional attention to detail and high standard for accuracy
- Excellent communication skills and ability to work effectively with stakeholders across Sales, Finance, RevOps, Legal, and other functions
- Strong organizational skills and ability to manage multiple transactions and priorities simultaneously in a fast-paced environment
- Comfort working with business systems; Salesforce experience required and CPQ strongly preferred
- Finance or FP&A background is a plus
