Deal Desk Analyst

As a Deal Desk Analyst at Juniper Square, your primary responsibilities include advising Sales, Customer Success Managers, and Fund Administration Managers on deal structures, preparing quotes, managing approval processes, and ensuring compliance with contracts. You will work closely with various departments to drive efficiency and support our Quote-to-Order process, all while keeping the customer’s needs at the forefront.

To apply for the Deal Desk Analyst position at Juniper Square, you should have at least 1 year of relevant experience in sales operations, contract negotiation, or a similar field. A strategic mindset, attention to detail, proficiency in Salesforce, and the ability to thrive under pressure are essential. Experience with Deal Desk processes and a familiarity with Fund Administration can enhance your application.

The Deal Desk Analyst role is pivotal in helping Juniper Square achieve its mission of making private markets more transparent and accessible. By efficiently structuring deals and collaborating with various teams, you play a crucial part in enhancing our operations and ensuring customer satisfaction, ultimately fostering a stronger impact in the commercial real estate and capital markets.

At Juniper Square, the work environment for a Deal Desk Analyst is both collaborative and flexible. You have the option to work remotely or from our offices in San Francisco, New York City, or Bangalore. The culture promotes teamwork and innovation, allowing you to engage with various departments and contribute to meaningful projects that support our overarching goals.

As a Deal Desk Analyst at Juniper Square, you can expect a competitive base salary ranging from $55,000 to $70,000, along with equity and a comprehensive benefits package. This includes health, dental, and vision care, retirement savings plans, Flex Time Off, and support for professional development, ensuring both your personal and career growth.

In answering this question, consider detailing any previous experience in sales operations, deal structuring, or related roles. Highlight how specific tasks you performed, such as managing customer quotes or collaborating with cross-functional teams, have equipped you with the skills necessary for this role at Juniper Square.

To address this question, share specific approaches you've used to streamline quote processes, such as utilizing automated tools or standardizing documentation. Emphasize the importance of collaboration and communication among teams to ensure everyone is on the same page and that processes are clear and efficient.

Think of an example where you successfully navigated conflicting priorities by prioritizing tasks based on urgency and impact. Describe how you communicated with your team or stakeholders to keep everyone informed and how you ensured that high-priority items were addressed promptly.

Mention your proficiency in tools like Salesforce and CPQ, as well as any other relevant software used for sales operations and collaboration. Providing examples of how you've used these tools effectively in past roles can help showcase your skills and readiness for this position.

Discuss your strategies for keeping up-to-date with industry news, whether it's through webinars, online courses, or industry publications. Emphasize your commitment to continuous learning and how this knowledge can positively impact your role at Juniper Square.

Express your enthusiasm for Juniper Square's mission and values. Connect your personal career goals with the company's goals, illustrating your passion for making markets more accessible and how your skills can contribute to their success.

Select an example that demonstrates your problem-solving abilities. Explain the challenge, your approach to resolving it, and the positive outcomes that resulted. This shows your resilience and ability to adapt, which are crucial in the Deal Desk Analyst role.

Share your approach to conflict resolution by emphasizing open communication, respect, and professionalism. Discuss how you would listen to the other party's perspective, seek common ground, and work toward a mutually beneficial solution.

Answer by explaining the Quote-to-Order process, including the stages of quote preparation, approval, order fulfillment, and revenue recognition. Illustrate your familiarity with this process through examples from your previous experience, reflecting how you can enhance this at Juniper Square.

Discuss your attention to detail and structured approach toward contract compliance. Emphasize your collaboration with Legal and Finance teams to review contracts thoroughly and ensure all terms are properly documented and understood.