Deal Desk Analyst

About This Role

Overview

Planview has one mission: to build the future of connected work, from ideas to impact.

As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100\.

At Planview, our people connections drive our innovation and success. Our global team of 1400\+ work remotely and across our offices including Austin, Vancouver, Hod Hasharon, Bangalore, Sydney, and Stockholm. We’re proud of our world\-class, connected culture built on our shared values, that supports our teams to be successful from anywhere.

Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X.

\#LI\-CG1 \#LI\-Hybrid

Responsibilities

• Own the end\-to\-end order management process for assigned Americas opportunities, including quote creation, approval routing, order form generation, DocuSign/ CongaSign e\-signature tools, and Salesforce CPQ.
• Serve as the primary point of contact for Sales and Renewals teams on deal structuring, quote configuration, and contract execution questions in the \#dealdesk\-na Slack channel and via Salesforce Cases.
• Partner with Legal, Finance, and Revenue Operations to obtain required approvals and ensure deals are structured in compliance with Planview’s revenue recognition policies and commercial terms.
• Configure and troubleshoot CPQ quotes, including license type swaps, co\-term amendments, multi\-year ramp structures, reseller/distributor routing, and custom billing schedules.
• Coordinate DocuSign and Conga signature workflows, reassigning and tracking execution status to meet deadlines.
• Support account data hygiene in Salesforce, including account reconciliations, data migrations, entity corrections, and opportunity management.
• Identify and document process gaps, recurring errors, and workflow inefficiencies — and

proactively propose or implement improvements to reduce manual effort.

• Leverage AI tools (e.g., Claude, Copilot, or similar) to draft communications, summarize deal context, automate routine tasks, and accelerate turnaround on high\-volume requests.
• Assist in driving Closed Won bookings by ensuring all order forms are correctly executed,

countersigned, and uploaded in a timely manner.

• Collaborate with the global Deal Desk team (EMEA, APAC) to share best practices, contribute to playbooks, and support global team coverage, as needed.

Qualifications

• 2\+ years of experience in Deal Desk, Sales Operations, Revenue Operations, or a related role at a SaaS or technology company.
• Hands\-on experience with Salesforce CPQ, and Salesforce Case Management
• Familiarity with contract execution workflows — DocuSign, Conga, or similar e\-signature and document generation tools.
• Strong understanding of SaaS deal structures, including renewals, amendments, co\-terms, multi\-year ramps, and reseller/channel transactions.
• Demonstrated process orientation — you don’t just complete tasks, you think about how the work flows, where it breaks down, and how to make it better.
• Tech\-savvy and quick to learn new systems; comfortable navigating multiple platforms

simultaneously and building fluency in tools beyond your current stack.

• Comfortable adopting AI tools as part of daily support workflows to enhance productivity, improve response quality, and support continuous learning and field enablement.
• Ability to manage a high volume of concurrent requests with accuracy and urgency, particularly during quarter\-end periods.
• Clear, confident communicator — comfortable fielding questions from Sales, Legal, and Finance simultaneously in a fast\-paced Slack\-driven environment.
• Detail\-oriented with a proactive approach to catching errors, flagging risks, and following up without being asked.
• Brings a positive, can\-do attitude and genuine desire to help.

NICE TO HAVE* Experience building or improving Deal Desk processes, playbooks, or SOPs.

• Hands\-on experience using AI tools (Claude, Copilot, ChatGPT, or similar) to automate workflows, generate documents, or analyze data in an operational context.
• Background in billing, accounts receivable, or order\-to\-cash processes.

WHY PLANVIEW* Work at the center of the deal — your work directly enables revenue and customer success.

• Join a team that actively embraces AI and automation to make the work better, not just faster.
• Join a collaborative, global Sales Operations team with colleagues in NA, EMEA, and APAC.
• Austin, TX\-based hybrid role; Planview is headquartered in Austin.

Great Benefits and Fun Perks

At Planview, you’ll join our global team and culture which reflects the vibrant communities in which our employees live and work. To support you at Planview, you will enjoy:* Unplugged Days: 4 company\-wide paid days off per year to recharge and relax.

• Generous PTO offerings (region dependent).
• Region specific competitive benefit plans to support you at any life stage including parental leave, retirement, medical plans, wellness support, and remote work support.
• Paid time to volunteer through Planview’s Force for Good Week.
• Employee Referral bonus program.
• Weekly office lunches for hybrid team members and social events.
• Flexible work hours/environment.

Now is a great time to join our team. If you are looking for a place to grow your career, innovate with best\-in\-class solutions, and build the future of connected work, Planview is the right place for you!