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 Basic Qualifications: 3+ years of experience in order management, revenue operations, sales administration, or a related role 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, or a related field Strong understanding of revenue recognition principles, billing processes, and financial compliance SaaS industry experience preferred 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 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 creat