Deal Desk Analyst II
Entrata, Lehi, UT, United States
Since 2003, Entrata has evolved from a visionary, student‑led startup into a global leader in AI‑driven property management technology. Today, we power the industry's most essential operating system, serving owners and residents worldwide through a comprehensive suite of intelligent leasing, payment, and communication tools powered by cutting‑edge AI. With a proven track record of sustained growth and a global team of more than 2,200 employees, we offer the rare combination of established stability and high‑velocity innovation. Recognized by the Silicon Slopes Hall of Fame and the Utah Business Fast 50, Entrata fosters the culture of radical transparency and entrepreneurial energy. At Entrata, we create an environment where different perspectives are valued and respected, strengthening our decisions and raising the bar as we reshape the global living experience through AI‑powered solutions.
Collaborate with sales and finance teams to structure, validate, and monitor deal proposals. Provide guidance on deal structuring, pricing strategies, and compliance with company policies. Act as a liaison between sales, finance, and legal teams to resolve deal‑related issues and support initiatives to enhance deal‑desk operations. Serve as a subject‑matter expert on deal‑structuring processes, policies, and operational tools.
Duties/Responsibilities
Partner with sales, finance, and legal teams to structure and validate deal proposals
Monitor deal performance and provide insights and recommendations for improvement
Develop and deliver training materials in collaboration with Sales Operations to educate sales teams on deal‑desk processes and best practices
Analyze reports on deal metrics, pipeline trends, and sales performance to support informed decision‑making
Ensure compliance with company policies in all deal‑related activities
Act as a sales‑facing expert on deal structuring, processes, and policies
Drive operational consistency by leveraging CPQ and related systems
Support ad‑hoc projects and initiatives to enhance deal‑desk operations
Essential Functions
Structure, validate, and monitor deal proposals in collaboration with cross‑functional teams
Analyze deal metrics and provide actionable insights to support informed decision‑making by sales and finance teams
Act as the primary point of contact for sales teams regarding deal processes and policies
Develop and deliver training materials and guidance to ensure consistency in deal‑desk operations
Prioritize tasks effectively by meeting deadlines and managing workload efficiently
Maintain professional interaction with internal and external stakeholders
Work in a fast‑paced and high‑stress environment
Minimum Qualifications/Skills
Strong analytical skills with the ability to interpret complex data and provide actionable recommendations
Excellent communication and interpersonal skills with a focus on collaboration and problem‑solving
Proficiency in Microsoft Excel and other data‑analysis tools
Knowledge of deal structuring, pricing strategies, and CPQ tools
Education and Experience Requirements
Bachelor’s degree in Business, Finance, Accounting, or a related field
2+ years of experience in a deal‑desk, sales operations, or financial analysis role
AI & Operational Fluency
AI Integration:
Utilize company‑approved GenAI tools to accelerate high‑value deliverables
Strategic Oversight:
Exercise critical judgment as the "Human‑in‑the‑Loop," by auditing AI outputs for factual accuracy, brand alignment, and the removal of hallucinations
Data Governance:
Ensure no proprietary or personally identifiable information (PII) is exposed to unauthorized models
Prompt Competency:
Demonstrate the ability to craft clear, context‑rich prompts to achieve consistent, high‑quality results across various business domains
Benefits Flexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work‑life balance.
Comprehensive medical, dental, and vision coverage, including fertility benefits, available for eligible employees and their families.
HSA/FSA options and employer‑paid disability benefits provided for eligible employees.
Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long‑term financial security.
Wellness initiatives promoting physical and mental well‑being, including onsite gym at headquarters, gym memberships, mental health resources, wellness challenges, and employee assistance programs.
Entrata Cares programs offering opportunities for volunteerism, charity events, and giving back to our community.
Exclusive pre‑paid cell phone plan and discounts on services or local business partnerships for additional employee benefits.
Bi‑annual swag drops for employees.
Location: Arizona, Idaho, Utah, Wyoming, Texas, North Carolina, Florida, Georgia, South Carolina, Ohio, Pennsylvania, and Illinois for exempt roles; Arizona, Idaho, Utah, Wyoming, Texas, North Carolina, and Florida for non‑exempt roles.
Equal Employment Opportunity Entrata is dedicated to creating a workplace where a diverse and inclusive team thrives in an environment free from discrimination. We provide equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, protected veteran status, or other protected characteristics as required by law.
Additional Information We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Bonus Target: $5,000
This band covers the full base compensation range for this role. Your offer within this range will depend on factors like experience, skills, and internal equity.
Level - P2
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Collaborate with sales and finance teams to structure, validate, and monitor deal proposals. Provide guidance on deal structuring, pricing strategies, and compliance with company policies. Act as a liaison between sales, finance, and legal teams to resolve deal‑related issues and support initiatives to enhance deal‑desk operations. Serve as a subject‑matter expert on deal‑structuring processes, policies, and operational tools.
Duties/Responsibilities
Partner with sales, finance, and legal teams to structure and validate deal proposals
Monitor deal performance and provide insights and recommendations for improvement
Develop and deliver training materials in collaboration with Sales Operations to educate sales teams on deal‑desk processes and best practices
Analyze reports on deal metrics, pipeline trends, and sales performance to support informed decision‑making
Ensure compliance with company policies in all deal‑related activities
Act as a sales‑facing expert on deal structuring, processes, and policies
Drive operational consistency by leveraging CPQ and related systems
Support ad‑hoc projects and initiatives to enhance deal‑desk operations
Essential Functions
Structure, validate, and monitor deal proposals in collaboration with cross‑functional teams
Analyze deal metrics and provide actionable insights to support informed decision‑making by sales and finance teams
Act as the primary point of contact for sales teams regarding deal processes and policies
Develop and deliver training materials and guidance to ensure consistency in deal‑desk operations
Prioritize tasks effectively by meeting deadlines and managing workload efficiently
Maintain professional interaction with internal and external stakeholders
Work in a fast‑paced and high‑stress environment
Minimum Qualifications/Skills
Strong analytical skills with the ability to interpret complex data and provide actionable recommendations
Excellent communication and interpersonal skills with a focus on collaboration and problem‑solving
Proficiency in Microsoft Excel and other data‑analysis tools
Knowledge of deal structuring, pricing strategies, and CPQ tools
Education and Experience Requirements
Bachelor’s degree in Business, Finance, Accounting, or a related field
2+ years of experience in a deal‑desk, sales operations, or financial analysis role
AI & Operational Fluency
AI Integration:
Utilize company‑approved GenAI tools to accelerate high‑value deliverables
Strategic Oversight:
Exercise critical judgment as the "Human‑in‑the‑Loop," by auditing AI outputs for factual accuracy, brand alignment, and the removal of hallucinations
Data Governance:
Ensure no proprietary or personally identifiable information (PII) is exposed to unauthorized models
Prompt Competency:
Demonstrate the ability to craft clear, context‑rich prompts to achieve consistent, high‑quality results across various business domains
Benefits Flexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work‑life balance.
Comprehensive medical, dental, and vision coverage, including fertility benefits, available for eligible employees and their families.
HSA/FSA options and employer‑paid disability benefits provided for eligible employees.
Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long‑term financial security.
Wellness initiatives promoting physical and mental well‑being, including onsite gym at headquarters, gym memberships, mental health resources, wellness challenges, and employee assistance programs.
Entrata Cares programs offering opportunities for volunteerism, charity events, and giving back to our community.
Exclusive pre‑paid cell phone plan and discounts on services or local business partnerships for additional employee benefits.
Bi‑annual swag drops for employees.
Location: Arizona, Idaho, Utah, Wyoming, Texas, North Carolina, Florida, Georgia, South Carolina, Ohio, Pennsylvania, and Illinois for exempt roles; Arizona, Idaho, Utah, Wyoming, Texas, North Carolina, and Florida for non‑exempt roles.
Equal Employment Opportunity Entrata is dedicated to creating a workplace where a diverse and inclusive team thrives in an environment free from discrimination. We provide equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, protected veteran status, or other protected characteristics as required by law.
Additional Information We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Bonus Target: $5,000
This band covers the full base compensation range for this role. Your offer within this range will depend on factors like experience, skills, and internal equity.
Level - P2
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