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 Revenue Operations department is responsible for creating, maintaining, and continually improving PitchBook’s systems that support our client-facing roles in Sales and Customer Success. This team works cross-functionally with Sales, Marketing, Finance, and IT to drive efficiency, accuracy, and revenue growth.

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 and contributes commercial data analysis that supports pipeline and forecast reviews . This position will be responsible for reviewing, processing, and validating sales orders and contract amendments to maintain data integrity, financial accuracy, and adherence to company policies. 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 skills, 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.

Primary Job Responsibilities

Process and review sales orders and contract amendments to ensure accuracy and compliance with internal policies

Collaborate with the sales, finance, and legal teams to resolve order discrepancies and ensure accurate documentation

Assist in analyzing order structures, ensuring alignment with financial guidelines and billing procedures

Maintain and update order audit dashboards to track discrepancies, trends, and process improvements

Work within Salesforce and other CRM tools to validate contract terms, pricing, and billing details

Verify contract amendments, billing changes, and collection notices in coordination with the billing team

Support the contract activation process by ensuring accurate data entry and timely execution

Provide guidance to the sales organization on order processing best practices and compliance requirements

Assist in developing and maintaining process documentation and internal guidelines to improve operational efficiency

Support the professional growth of junior team members through coaching and mentorship

Participate in cross-functional initiatives to enhance order management processes and improve internal controls

Support the vision and values of the company through role modeling and encouraging desired behaviors

Participate in various company initiatives and projects as requested

Skills and Qualifications

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

3+ years of experience in order management, revenue operations, sales administration, or a related role; SaaS industry experience preferred

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

Proficiency in Salesforce and other CRM tools

High attention to detail with excellent organizational and analytical skills

Strong verbal and written communication skills, with the ability to 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

Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily

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

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.

#LI-MS1

#LI-Onsite