Senior Deal Desk Analyst

About Juniper Square

Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology – all while contributing as a member of a values-driven organization – we want to hear from you. 

Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have a physical office in San Francisco, New York City, and Bangalore for employees who prefer to work in an office some or all of the time.

About your role

The Deal Desk team partners closely with Sales, Finance, Legal, Customer Success, and Fund Administration to streamline deal execution, ensuring outcomes that benefit both our customers and Juniper Square.

As a Senior Deal Desk Analyst, you will serve as a key strategic partner to Sales, Customer Success Managers, and Fund Administration Managers, providing expertise on deal structuring, pricing strategies, approval workflows, and discount management. In this role, you will manage complex deal inquiries, optimize processes, and drive efficiencies across our Quote-to-Order operations. Your ability to navigate cross-functional relationships, provide guidance on best practices, and identify opportunities for operational improvements will be critical to success.

Reporting to the Director, Deal Desk and Order Management, you will play a pivotal role in refining systems, enhancing deal governance, and contributing to the evolution of scalable processes that support Juniper Square’s growth. 

We are on a mission to make commercial real estate and capital markets more transparent and accessible, and we seek someone who is eager to build and optimize processes that empower the entire company to achieve this vision.

What you’ll do

• Serve as a key partner to Sales, Customer Success, and Fund Administration teams, guiding them through deal structures, quote preparation and approval processes

• Collaborate cross-functionally with Finance, Legal, and Accounting to ensure contracts are accurate, compliant and aligned with revenue recognition standards

• Independently interpret and apply Deal Desk principles while identifying and implementing process improvements

• Oversee the Sales Support channel, providing strategic support on complex deal questions and Quote-to-Cash matters

• Leverage strong business acumen and proficiency in Salesforce and CPQ

• Maintain a highly organized, detail-oriented, and customer-focused approach, balancing independent decision-making with collaboration

• Ensure accuracy and efficiency in all aspects of the deal process, recognizing the impact of small details on significant business outcomes

• Play a crucial role in refining operations and enhancing overall efficiency

Qualifications

• Minimum of 3 years of experience in contract negotiation, Cloud/SaaS Business, Sales Operations, Deal Desk, or comparable fields.

• Proficient in order processing, pricing, and contract management.

• Strong knowledge of applicable information technology and business systems.

• Self-motivated and strategic thinker with experience in cross-functional pricing and proposal execution across Sales, Customer Success, Fund Administration, Legal, and Finance.

• Thrives under pressure, with excellent prioritization skills and transparent, professional, and effective communication.

• Detail-oriented with a strategic mindset, balancing attention to specifics while maintaining a big-picture perspective.

• Results-driven and execution-focused, with a strong sense of accountability.

• Proficiency in Salesforce and CPQ.

• Experience in Fund Administration is a plus but not required.

Compensation

Compensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary range for this role is $70,000 - $90,000. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable. 

 Benefits include:

• Health, dental, and vision care for you and your family

• Life insurance

• Mental wellness coverage

• Fertility and growing family support

• Flex Time Off in addition to company paid holidays

• Paid family leave, medical leave, and bereavement leave policies

• Retirement saving plans

• Allowance to customize your work and technology setup at home

• Annual professional development stipend

Your recruiter can provide additional details about compensation and benefits.

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