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Deal Management Analyst
Deal Management AnalystClickUp • San Diego, California, USA
Deal Management Analyst

Deal Management Analyst

ClickUp • San Diego, California, USA
24 days ago
Job type
  • Full-time
Job description

At ClickUp were not just building software. Were architecting the future of work! In a world overwhelmed by work sprawl we saw a better way. Thats why we created the first truly converged AI workspace unifying tasks docs chat calendar and enterprise search all supercharged by context-driven AI empowering millions of teams to break free from silos reclaim their time and unlock new levels of productivity. At ClickUp youll have the opportunity to learn use and pioneer AI in ways that shape not only our product but the future of work itself. Join us and be part of a bold innovative team thats redefining whats possible!

The Deal Management Analyst is responsible for supporting the end-to-end deal process ensuring accuracy compliance and efficiency in deal execution. This role partners closely with Sales Finance and Legal to facilitate deal approvals resolve operational issues and drive process improvements. The analyst is expected to work independently especially during regional coverage gaps and contribute to strategic initiatives such as automation and training.

Candidates based in San Diego Ca preferred. Will consider candidates located in PST or MST only. Must be able to work PST hours.

Key Responsibilities :

  • Review validate and process sales deals ensuring compliance with company policies and pricing guidelines.
  • Serve as a subject matter expert for deal desk processes providing guidance to sales reps and other stakeholders.
  • Identify and resolve workflow issues including approval resets and system errors escalating as needed.
  • Collaborate with cross-functional teams (Sales Finance Legal Order Ops) to streamline deal execution and implement process improvements.
  • Participate in and lead training sessions for new hires and sales teams sharing best practices and troubleshooting common issues.
  • Contribute to automation and AI initiatives to enhance operational efficiency.
  • Provide coverage for global deal desk operations including flexible scheduling to support regional needs (e.g. APAC EMEA).
  • Mentor and support junior team members fostering a collaborative and knowledge-sharing environment.

Qualifications :

  • 2 years of experience in deal desk sales revenue operations sales operations or a related field.
  • Strong analytical and problem-solving skills; ability to work independently and manage multiple priorities.
  • Excellent communication and collaboration skills; experience working with global teams is a plus.
  • Familiarity with sales systems (e.g. Salesforce Ironclad) and workflow automation tools.
  • High attention to detail and commitment to process compliance.
  • Adaptability and willingness to challenge the status quo for continuous improvement.
  • Growth Opportunities :

  • Potential to advance into leadership roles as the team and company expand globally.
  • Opportunity to influence strategic projects and process enhancements.
  • Salary and Benefits

    At ClickUp we believe in transparency and fairness in compensation. The range displayed reflects the minimum and maximum target salaries for the position across all US locations. Please note that the actual compensation for this position may vary and is dependent on factors such as geographic location interview performance years of experience education level and specific skills. We encourage candidates to discuss compensation expectations during the interview process to ensure alignment with their qualifications and our companys compensation philosophy.

    This position is eligible for the following benefits and perks :

  • Equity
  • 401k
  • Health Dental and Vision insurance
  • Spending accounts
  • Life & Disability
  • Paid parental leave
  • Flexible paid time off
  • Enhanced employee assistance program
  • Employee wellness stipend
  • Professional development stipend
  • USA Salary Range (OTE)

    $60000 $78500 USD

    Unsure if you meet all the qualifications of this job description but are deeply excited about the role We hire based on ambition grit and a passion for improving the way people work. If you think ClickUp is the company for you we encourage you to apply!

    At ClickUp we assess every candidate based on the potential impact they can have. We hire the best people for the job and support each persons journey to build their boldest career.

    C lickUp is an Equal Opportunity Employer and qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity or national origin.

    ClickUp collects and processes personal data in accordance with applicable data protection laws.

  • If you are a European Job Applicant see our privacy policyfor further details.
  • If you are a Philippine Job Applicant see our and our Philippine Data Privacy Notice for further details.
  • Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.

    ClickUp Talent Acquisition will only initiate contact via an @ email or through our official careers portal on . We will never request fees payments or sensitive personal information. Please disregard any offers received outside these channels and report them to

    Required Experience :

    IC

    Key Skills

    Active Directory,Customer Service,End user,Access Points,Deskside Support,Windows,SCCM,Troubleshoot,User Accounts,Desktop,PC,Backup,Setup,hardware,Technical Support

    Employment Type : Full Time

    Experience : years

    Vacancy : 1

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