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Deal Desk Analyst

GitLab

Full-time
Canada
analyst
salesforce
partnerships
communication
reporting
Apply for this position

An overview of this role

As a Deal Desk Analyst, you'll be a key partner to GitLab's AMER Sales and Revenue teams, shaping how we structure, quote, and book deals that support our growth. You'll sit at the center of the Quote to Cash process, serving as the first line of support for sales-assisted quotes in Salesforce, ensuring deal intent is accurately captured in quotes, order forms, and bookings, and helping resolve issues before they require systems or IT intervention. You'll act as a trusted advisor using your knowledge of deal structures, approvals, and contract language to guide deals toward compliant, scalable solutions that help close business.

You'll work daily with Salesforce and Zuora CPQ (or similar tools) to review pricing, products, validating that Order Forms are correct and troubleshooting when they are not, including doing manual checks in Google Sheets or spreadsheets if needed. You'll partner closely with Sales, Accounts Receivable, Billing, Eco-System, and Revenue teams to support accurate Net ARR and ARR reporting, smooth collections, and end-to-end data integrity across the revenue lifecycle. In this fully remote, fast-paced environment, you'll be expected in your first year to consistently meet response SLAs, improve quote quality and booking accuracy, and deepen the trusted relationship between Deal Desk and Sales as GitLab continues to expand its AI-powered DevSecOps platform.

What you'll do

  • Act as the first-line trusted advisor for Sales on deal structure, quoting, and order form creation, using pre-approved legal and commercial guardrails to help drive timely deal closure.

  • Own the quote review process, including validating Salesforce (SFDC) opportunities, quotes, and order forms to ensure accurate deal constructs, metrics (such as Net ARR and ARR basis), and downstream bookings.

  • Review all sales-assisted contracts coming from SFDC for accuracy and intent, confirming commercial terms (including items like price locks and billing terms) are correctly reflected and compliant with revenue recognition and internal policies.

  • Partner closely with Sales to interpret deal intent, advise on available options within our pricing and packaging framework, and troubleshoot quoting issues or errors in SFDC, Zuora CPQ, or related tools before engaging technical teams.

  • Support the end-to-end Quote to Cash process by collaborating with cross-functional partners such as Billing, Accounts Receivable, Revenue Accounting, and Channel teams to resolve issues related to subscriptions, invoicing, and collections.

  • Analyze deal and quoting data to spot recurring issues or patterns, proactively recommend process or configuration improvements, and help define clear guidance for the field to reduce errors and rework.

  • Manually validate and, when needed, replicate quote and pricing calculations in spreadsheets (such as Google Sheets) to confirm system outcomes, especially for complex constructs like multi-year, ramped, or usage and consumption-based deals.

  • Participate in sales region forecast calls, quarterly business reviews, and end-of-quarter standups, providing clear updates on deal status, risks, and required actions to support accurate forecasting and smooth quarter-end execution.

What you'll bring

  • Experience supporting quoting, pricing, opportunity booking, subscription management, and bookings within Deal Desk, billing operations, sales operations, revenue operations, or similar quote-to-cash functions.

  • Strong CPQ skills and technical acumen, ideally including experience with Zuora or similar configure-price-quote tools, and an ability to understand how calculations and charges are generated for different products and pricing models. Consumption-based structures are a plus.

  • Practical Salesforce (SFDC) experience, including creating and reviewing quotes, managing opportunities, and troubleshooting data or process issues to ensure accurate Net ARR, ARR Basis, Amount, and Recurring Amount.

  • Ability to interpret and work with commercial contracts, including understanding key legal and commercial terms (such as price locks and term commitments) and what they mean for how deals are structured, priced, and booked while ensuring proper approvals.

  • High attention to detail with a focus on accuracy in quotes, order forms, and bookings, and the ability to manually validate or recreate scenarios in tools such as Google Sheets or Excel when needed.

  • Strong problem-solving and troubleshooting skills, with the initiative to act as a self-starter, identify root causes of Quote to Cash issues, and partner with systems and cross-functional teams to prevent recurring errors.

  • Familiarity with revenue recognition concepts as they relate to contract structures, and experience partnering with Finance, Billing, Accounts Receivable, Channel, and Revenue teams to support compliant, timely bookings and collections.

  • Self-starter, with clear, concise communication skills and the ability to advise and build trust with sales teams, acting as a first line of support on deal structure and quoting questions in a highly collaborative, remote environment.

About the team

Our Deal Desk team is responsible for the processes that power GitLab's end-to-end sales bookings, from quoting and deal structuring through contract review, booking, and handoff to billing and collections. We partner closely with Sales, Finance, Legal, Billing, and Accounts Receivable to support accurate, timely, and compliant bookings in a fully remote, asynchronous environment. You'll join a highly tenured, trusted group of Analysts and Strategists who serve as the first line for quotes in Salesforce, review all sales-assisted contracts, and help troubleshoot Quote to Cash issues before they reach our systems teams. Together, we focus on getting the details right, maintaining strong partnerships with our sales teams, and making it easier for customers to buy and expand with GitLab.

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About the job

Full-time
Canada
Mid Level
Posted 4 hours ago
analyst
salesforce
partnerships
communication
reporting

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Deal Desk Analyst

GitLab

An overview of this role

As a Deal Desk Analyst, you'll be a key partner to GitLab's AMER Sales and Revenue teams, shaping how we structure, quote, and book deals that support our growth. You'll sit at the center of the Quote to Cash process, serving as the first line of support for sales-assisted quotes in Salesforce, ensuring deal intent is accurately captured in quotes, order forms, and bookings, and helping resolve issues before they require systems or IT intervention. You'll act as a trusted advisor using your knowledge of deal structures, approvals, and contract language to guide deals toward compliant, scalable solutions that help close business.

You'll work daily with Salesforce and Zuora CPQ (or similar tools) to review pricing, products, validating that Order Forms are correct and troubleshooting when they are not, including doing manual checks in Google Sheets or spreadsheets if needed. You'll partner closely with Sales, Accounts Receivable, Billing, Eco-System, and Revenue teams to support accurate Net ARR and ARR reporting, smooth collections, and end-to-end data integrity across the revenue lifecycle. In this fully remote, fast-paced environment, you'll be expected in your first year to consistently meet response SLAs, improve quote quality and booking accuracy, and deepen the trusted relationship between Deal Desk and Sales as GitLab continues to expand its AI-powered DevSecOps platform.

What you'll do

  • Act as the first-line trusted advisor for Sales on deal structure, quoting, and order form creation, using pre-approved legal and commercial guardrails to help drive timely deal closure.

  • Own the quote review process, including validating Salesforce (SFDC) opportunities, quotes, and order forms to ensure accurate deal constructs, metrics (such as Net ARR and ARR basis), and downstream bookings.

  • Review all sales-assisted contracts coming from SFDC for accuracy and intent, confirming commercial terms (including items like price locks and billing terms) are correctly reflected and compliant with revenue recognition and internal policies.

  • Partner closely with Sales to interpret deal intent, advise on available options within our pricing and packaging framework, and troubleshoot quoting issues or errors in SFDC, Zuora CPQ, or related tools before engaging technical teams.

  • Support the end-to-end Quote to Cash process by collaborating with cross-functional partners such as Billing, Accounts Receivable, Revenue Accounting, and Channel teams to resolve issues related to subscriptions, invoicing, and collections.

  • Analyze deal and quoting data to spot recurring issues or patterns, proactively recommend process or configuration improvements, and help define clear guidance for the field to reduce errors and rework.

  • Manually validate and, when needed, replicate quote and pricing calculations in spreadsheets (such as Google Sheets) to confirm system outcomes, especially for complex constructs like multi-year, ramped, or usage and consumption-based deals.

  • Participate in sales region forecast calls, quarterly business reviews, and end-of-quarter standups, providing clear updates on deal status, risks, and required actions to support accurate forecasting and smooth quarter-end execution.

What you'll bring

  • Experience supporting quoting, pricing, opportunity booking, subscription management, and bookings within Deal Desk, billing operations, sales operations, revenue operations, or similar quote-to-cash functions.

  • Strong CPQ skills and technical acumen, ideally including experience with Zuora or similar configure-price-quote tools, and an ability to understand how calculations and charges are generated for different products and pricing models. Consumption-based structures are a plus.

  • Practical Salesforce (SFDC) experience, including creating and reviewing quotes, managing opportunities, and troubleshooting data or process issues to ensure accurate Net ARR, ARR Basis, Amount, and Recurring Amount.

  • Ability to interpret and work with commercial contracts, including understanding key legal and commercial terms (such as price locks and term commitments) and what they mean for how deals are structured, priced, and booked while ensuring proper approvals.

  • High attention to detail with a focus on accuracy in quotes, order forms, and bookings, and the ability to manually validate or recreate scenarios in tools such as Google Sheets or Excel when needed.

  • Strong problem-solving and troubleshooting skills, with the initiative to act as a self-starter, identify root causes of Quote to Cash issues, and partner with systems and cross-functional teams to prevent recurring errors.

  • Familiarity with revenue recognition concepts as they relate to contract structures, and experience partnering with Finance, Billing, Accounts Receivable, Channel, and Revenue teams to support compliant, timely bookings and collections.

  • Self-starter, with clear, concise communication skills and the ability to advise and build trust with sales teams, acting as a first line of support on deal structure and quoting questions in a highly collaborative, remote environment.

About the team

Our Deal Desk team is responsible for the processes that power GitLab's end-to-end sales bookings, from quoting and deal structuring through contract review, booking, and handoff to billing and collections. We partner closely with Sales, Finance, Legal, Billing, and Accounts Receivable to support accurate, timely, and compliant bookings in a fully remote, asynchronous environment. You'll join a highly tenured, trusted group of Analysts and Strategists who serve as the first line for quotes in Salesforce, review all sales-assisted contracts, and help troubleshoot Quote to Cash issues before they reach our systems teams. Together, we focus on getting the details right, maintaining strong partnerships with our sales teams, and making it easier for customers to buy and expand with GitLab.

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