Archer Advisor, Deal Desk

Archer Advisor, Deal Desk

Location: Remote - United States

For nearly 25 years, Archer has been a pioneer and a trusted global leader in delivering comprehensive compliance and risk management solutions to empower organizations to effectively navigate risks, ensure compliance, and achieve their business objectives. Our innovative GRC solutions are designed to provide companies with a clear, unified perspective on their risk landscape and enable data-driven decision-making and strategic planning. By leveraging cutting-edge technologies such as AI and risk quantification, we equip our clients to anticipate, adapt to, and overcome challenges in today’s rapidly evolving market. At Archer, we don’t just help organizations manage risk — we help our clients transform risk into a strategic advantage and turn uncertainty into opportunity. Learn more at www.ArcherIRM.com 

We are seeking a detail-oriented and collaborative Analyst, Deal Desk to join our Global Revenue Operations team. In this role, you will support the end-to-end quote-to-cash process, ensuring accuracy, compliance, and efficiency across deal structuring, approvals, and contract management. You’ll play a key role in supporting Sales and Channel teams, driving data integrity in Salesforce, and enabling forecast accuracy. This is a high-visibility position that requires strong analytical skills, cross-functional collaboration, and a keen eye for process optimization.

Key Responsibilities:

• Deal Support & Quoting
• Structure and review deals to ensure alignment with company policies and business objectives.
• Advise on quote creation and confirm accuracy in CPQ for Sales Reps and Channel Distributors.
• Support cross-functional coordination around deal terms and quoting.
• Approval & Exception Management
• Oversee quote approval workflows and escalate exceptions as required.
• Track and report on exceptions to ensure compliance and visibility.
• Data & Forecast Integrity
• Maintain Salesforce hygiene to support accurate reporting and decision-making.
• Monitor and improve forecast accuracy through data validation and follow-up.
• Contract & Licensing Management
• Manage license key extensions and service contract modifications.
• Create new service contracts as required.
• Support post-booking audit activities including:
• Service contract and license accuracy
• ARR accuracy by SKU
• Future renewal creation and validation
• Audit & Compliance
• Conduct ongoing audit cleanup activities to maintain data integrity.
• Ensure ARR and renewal data is accurate and ready for reporting.
• Process Improvement & Enablement
• Participate in Quote-to-Cash optimization projects, including system enhancements and user acceptance testing.
• Deliver training and onboarding for new sales reps on CPQ and service contract processes.

Qualifications:

• Bachelor’s degree in Business, Finance, or a related field (or equivalent experience).
• 2+ years of experience in Deal Desk, Revenue Operations, or Sales Operations.
• Strong understanding of SaaS business models, quoting, and contract management.
• Proficiency with Salesforce, CPQ, and Microsoft Excel (or equivalent tools).
• Exceptional attention to detail, with strong analytical and problem-solving skills.
• Ability to work cross-functionally and communicate effectively with Sales, Legal, Finance, and Operations.
• Experience with global teams and channel sales models a plus.

Other Duties:     

• Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are require