Company Overview
Customer.io is a leading platform powering automated communication for over 8,000+ companies—from scrappy startups to global brands. They send billions of emails, push notifications, in-app messages, and SMS every day, helping teams send smarter, more relevant messages using real-time behavioral data.
Job Title
Deal Desk Analyst (Contractor)
Remote Location
Americas Remote - United States or Canada (able to work core hours aligned with Pacific Time)
Job Overview
Customer.io is seeking a Deal Desk Analyst (Contractor) to support their go-to-market teams as they continue to grow and scale efficiently. In this role, you will help Sales, Customer Success, and Finance teams structure, review, and execute deals that drive predictable, healthy revenue growth. You will play a critical part in optimizing the quote-to-close process, ensuring accuracy, compliance, and alignment across teams.
Job Responsibilities
- Review, structure, and approve deals to ensure alignment with pricing strategy, discount policies, and commercial terms
- Partner with Sales and Customer Success teams to navigate non-standard deal requests and provide guidance on approvals
- Collaborate with Finance and Legal to ensure contract compliance and a smooth deal execution process
- Maintain and improve the quote-to-cash process by identifying bottlenecks and recommending process improvements
- Manage and track deal submissions in Salesforce and related tools, ensuring data integrity and accurate reporting
- Support revenue forecasting and deal reporting through consistent data hygiene and documentation
- Partner with RevOps to maintain and optimize pricing and approval workflows in systems
- Provide extended Sales support during end of month and end of quarter close periods
- Provide insights and feedback on deal trends to inform strategic decision-making
Requirements
- 2–4 years of experience in a Deal Desk, Sales Operations, or Revenue Operations role (preferably in SaaS)
- Strong understanding of deal structures, pricing models, and contract management processes
- Proficiency with CRM systems (Salesforce required) and CPQ tools (DealHub)
- Strong analytical, communication, and problem-solving skills
- Ability to work cross-functionally and manage multiple priorities with precision
- Experience supporting global GTM teams is a plus
- Located in the United States or Canada and able to work core hours aligned with Pacific Time (PST)
- Comfortable working in a high-volume, deadline-driven environment managing ~80-90 order forms per month
- Open to working additional evening hours at the end of the month or quarter as needed
Preferred Qualifications
- Experience supporting global Go-to-Market (GTM) teams
- Background in B2B SaaS environment
- Experience with DealHub or similar CPQ tools
Compensation & Benefits
- Contract Duration: Approximately 6 months with potential for extension based on business needs and performance
- Hourly Rate: $40/hour (competitive and commensurate with experience)
- Contractors are treated as integral members of the team
- Opportunities to collaborate cross-functionally and contribute to key projects
- Make an immediate impact on the organization
Our Values
- Empathy for revenue teams: Understand the pace and pressure of Sales and Customer Success environments, working to make their lives easier through clear processes and responsive support
- Operational excellence: Bring consistency, structure, and precision to deal management while keeping things flexible and human
- Attention to detail: Spot discrepancies others might miss, ensuring deals are accurate, compliant, and aligned with company policies
- Cross-functional collaboration: Build trust and work effectively across teams—balancing the needs of Sales, Finance, Legal, and RevOps
- Analytical mindset: Use data to improve processes, evaluate pricing and discount trends, and make recommendations that strengthen commercial approach
- Ownership and accountability: Thrive in fast-paced environments where priorities shift and you can make a tangible impact right away
Interview Process
- 30-minute video call with Recruiter
- 45-minute video call with Hiring Manager and RevOps Manager
- 45-minute Review Call: Take Home Assignment
- All final candidates will complete a background check and employment verifications as part of pre-employment process
How to Apply
To apply for this position, please submit your application through the Greenhouse job board. Ensure you complete all required fields including your resume, cover letter, and answer the screening questions regarding your experience with Salesforce, CPQ tools, and your ability to work in a high-volume, deadline-driven environment.
For any questions, please contact: jobs@customer.io
Customer.io is committed to building an inclusive team culture, implementing bias-free hiring practices, and developing community partnerships to expand global impact. They do not discriminate on the basis of any protected group status under any applicable law.