Deal Desk Coordinator

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 Coordinator plays a crucial role in ensuring accuracy, compliance, and efficiency within PitchBook's deal execution process. 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 coordinator 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 order management, revenue operations, or sales administration.

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
• 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
• 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
• 1+ 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

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: $70,000-$80,000
• Target annual bonus percentage: 7.5%

*Starting pay will be based on several factors and commensurate with qualifications & experience. We also have a location-based compensation structure; there may be different ranges for candidates by location.

Working Conditions:

We believe our business and our culture are strongest when we work together in person. We also know that it's helpful to have some flexibility to work remotely. Most roles work in the office 3+ days/week, and some are expected to work in the office 4-5 days/week. The current expectation for this role is that you are working in the office 3 days/week and that you are in the office full-time during the training period, for which the length varies by role. During an initial phone screen, the team will discuss expectations for this specific position.

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.

Life At PB:

We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It's our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we've heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.

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.

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