Record to Report Analyst | Pricing & Quotation

About the Role:

• Quote Generation Support – Assist in reviewing and refining quotes to ensure they meet internal standards for accuracy, pricing, discounting, and approval workflows.
• Deal Review & Compliance – Partner with the Deal Desk and Technical Revenue teams to review non‑standard deals, confirming alignment with internal policies, revenue recognition requirements, and business controls.
• Cross‑Functional Coordination – Act as a key liaison across Sales, Finance, and Revenue teams, responding to ad‑hoc inquiries and helping to move deals forward efficiently and compliantly.
• Data Quality & System Hygiene – Ensure data across systems like Salesforce, CPQ, and Slack is accurate and consistent, proactively flagging discrepancies and identifying opportunities to streamline or enhance data integrity.
• Reporting & Operational Insights – Leverage Salesforce and other GTM tools to create reports that provide visibility into deal trends,...