Instrumentl Logo

Instrumentl

Senior Deal Desk Analyst

Reposted 25 Days Ago
Remote
Hiring Remotely in Canada
Senior level
Remote
Hiring Remotely in Canada
Senior level
Own the quote-to-cash process: review and approve order forms, lead complex deals and renewals, configure CPQ/CRM rules, manage Stripe billing, partner with AEs and CS, coordinate with outside counsel, build templates and playbooks, and ensure clean accounting and month-end reconciliations.
The summary above was generated by AI
Hello, we’re Instrumentl. 👋

Nonprofits do some of the most important work in the world, and most of them are still managing grants in spreadsheets. We're fixing that.

Instrumentl is a profitable, hypergrowth, YC-backed SaaS platform building the operating system for grant-funded organizations. More than 5,500 nonprofits use Instrumentl to discover, track, and win grant funding, from local community organizations to the San Diego Zoo and the University of Alaska. Collectively they’ve moved over $1 billion through our platform.

We're growing quickly, customers love us (check out our G2 reviews!), and we're hiring people who want to build something that matters.


About the role:

    We're hiring a Senior Deal Desk Analyst to sit in Finance, reporting to our Senior Accounting Manager, and own how sales and renewal deals get closed. This person makes the quote-to-cash process fast and painless, building the systems and processes that handle routine order forms, invoicing, and renewals so Account Executives aren't waiting on Finance to move and CS can act for customers without a bottleneck. They'll also own the work that actually needs a human: the non-standard deals, the complicated renewals, and the process gaps worth closing. Additionally, this person will be our point of contact with outside commercial counsel and will own legal communications related to customer contracts.

What you'll do

    Own the deal path, end to end

  • Review and approve standard order forms, discounts, and payment terms so AEs can close without a bottleneck
  • Lead the most complicated new deals and renewals: multi-year, custom payment structures, non-standard terms
  • Partner with AEs before quotes go out so we shape deals we can actually book and invoice cleanly
  • Act as our POC with our outside commercial counsel to review customer redlines and legal communications
  • Scale the routine work

  • Redesign our manual invoice / order form process into something an AE can drive independently, with your review at the tail end
  • Build the checks, templates, and CPQ/CRM configuration that keep AE-driven deals inside the guardrails
  • Track where standard requests still get stuck and remove the friction, whether it lives in HubSpot, Stripe, or our internal process
  • Enable CS to act on billing

  • Work with the Customer Success team so they can independently handle common invoicing changes, refunds, and Stripe actions on behalf of customers
  • Write the playbooks and set the guardrails so CS knows when they can act and when to loop you in
  • Keep the books honest

  • Make sure deals close in a way Finance can recognize cleanly: correct billing terms, clean Stripe records, accurate CRM data
  • Partner with Accounting on month-end cleanup for anything non-standard that hit the ledger

What we're looking for

    Required

  • 3-7 years in deal desk, revenue operations, billing operations, or a similar seat where you owned end-to-end quote-to-cash
  • Working fluency in Stripe: invoicing, subscriptions, refunds, disputes
  • Hands-on experience with a CPQ tool and a CRM (HubSpot or Salesforce), including configuring rules and approval flows
  • Strong spreadsheet and analytical judgment; comfortable modeling deal terms and spotting outliers
  • SaaS subscription billing experience, especially with multi-year, education, or nonprofit customers
  • Nice to have

  • Familiarity with the accounting close cycle enough to know why clean upstream data matters downstream
  • Experience training non-finance teammates (AEs, CSMs) on billing tools and processes
  • Comfort using AI tools to speed up routine ops work

Compensation & Benefits

    For US-based candidates, the target salary range is $90,000 – $120,000 USD base plus equity. Final compensation is determined based on experience, skillset, scope, and interview performance.

    Canadian compensation will be shared by your recruiter.

    Benefits

  • 100% covered health, dental, and vision insurance for employees (50% for dependents)
  • Generous PTO, including parental leave
  • 401(k)
  • Company laptop and home-office stipend
  • Bi-annual company retreats
  • Instrumentl is evolving rapidly. You'll always have new challenges and opportunities to grow here.

Instrumentl is an equal opportunity employer. We are committed to building an inclusive workplace and do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity or expression, genetic information, or any other legally protected status. We encourage candidates from all backgrounds to apply. If you need a reasonable accommodation during the application or interview process, please let us know.

Similar Jobs

2 Days Ago
Remote
Senior level
Senior level
Cybersecurity
Build and scale 1Password’s Commercial Deal Desk within Revenue Operations. The role partners with Sales, Finance, Legal, and cross-functional teams on complex deals, advising on pricing, terms, discounting, renewals, amendments, and approvals. Responsibilities include reviewing Salesforce CPQ quotes, improving commercial processes and workflows, creating playbooks and training, implementing automation and AI solutions, and using deal data to improve quality, efficiency, and revenue integrity.
Top Skills: Artificial IntelligenceAutomation ToolsSalesforce CpqSalesforce CRMSalesforce Revenue CloudWorkflow Tools
4 Hours Ago
Remote or Hybrid
Senior level
Senior level
AdTech • Cloud • Digital Media • Information Technology • News + Entertainment • App development
Build and scale MLOps infrastructure for large 2D and 3D media datasets and machine learning training. Responsibilities include automating CI/CD and continuous-training pipelines, managing dataset versioning and storage, enabling reproducible high-throughput workflows, and monitoring model performance and data drift. The role coordinates with ML, annotation, and technical program teams and translates ML requirements into scalable cloud or on-premises infrastructure.
Top Skills: 2D/3D DatasetsAirflowCi/CdCloud InfrastructureConfluenceContinuous TrainingDockerGitJIRAKubeflowKubernetesMachine LearningOn-Premises InfrastructurePrefectPythonSlackUnix Shell
4 Hours Ago
Remote or Hybrid
Senior level
Senior level
AdTech • Cloud • Digital Media • Information Technology • News + Entertainment • App development
Senior Data Scientist responsible for transforming large tabular and user-behavior datasets into reliable machine learning inputs. Coordinates with ML, Product, engineering, TPM, and annotation teams; defines data and training requirements; oversees dataset curation and processing; translates project goals into actionable specifications; and ensures data integrity, accuracy, representativeness, and production readiness.
Top Skills: ConfluenceGitJIRAMachine LearningPythonSlackUnix Shell

What you need to know about the Chennai Tech Scene

To locals, it's no secret that South India is leading the charge in big data infrastructure. While the environmental impact of data centers has long been a concern, emerging hubs like Chennai are favored by companies seeking ready access to renewable energy resources, which provide more sustainable and cost-effective solutions. As a result, Chennai, along with neighboring Bengaluru and Hyderabad, is poised for significant growth, with a projected 65 percent increase in data center capacity over the next decade.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account