Deal Desk & Finance Analyst at Solo.io, Inc.

, , United States -

Full Time

Start Date

Immediate

Expiry Date

26 May, 26

Salary

0.0

Posted On

25 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Deal Desk, Finance Analyst, Quote-to-Cash Process, Salesforce, Order Forms, Invoicing Systems, Internal Approvals, Revenue Operations, Deal Management, Netsuite, Compliance, Process Improvement, Attention To Detail, Communication, Problem Solving, Cross-functional Partnering

Industry

Software Development

Description

Who we are. Solo empowers teams to build and scale their AI infrastructure using cloud-native tech. Most companies have shifted from asking 'How can we make AI useful?' and are instead now asking 'How do we take our AI projects to production?'. A recent MIT study reveals a shocking 95% of GenAI projects never make it there or fail to deliver positive ROI. At Solo, our AI initiatives are helping teams bridge that gap from pilot to production.. With our roots in critical cloud infrastructure (gateways, proxies, service mesh) trusted by Fortune 500s, Solo is uniquely positioned to lead AI's next wave. As a nimble startup, we innovate faster, our engineers contribute to high-impact OSS (we're a top CNCF contributor) and solve real scalability challenges. Solo is a VC-backed company, founded in 2017 by Idit Levine. In 2021, Solo was valued at $1B. Solo’s customers are some of the largest in the world, spanning all geographies and industries. Solo’s team has deep expertise in Cloud Computing, Linux, Containers, Kubernetes, Service Mesh, APIs, AI, Security, Networking, Microservice Applications and Infrastructure Modernization. About the role. We are looking for a highly organized and detail-oriented Deal Desk & Finance Analyst to join our Deal Desk team. In this role, you will play a critical role in our quote-to-cash process by ensuring accuracy and consistency across Salesforce, order forms, invoicing systems, and internal approvals. You’ll partner closely with Sales, Finance, Legal and Customer Success to ensure our deals move smoothly and efficiently from configuration to close. Your work will directly influence deal velocity, revenue accuracy, customer experience, and leadership decision-making. This role will have direct visibility to and interaction with senior leadership and has a real impact on how the business operates and scales. If you thrive in a fast-paced startup environment, enjoy solving problems, and take pride in getting the details right, this role is an excellent opportunity to grow your career in revenue operations and deal management. This is a unique opportunity that will allow you to get hands-on experience across the entire deal cycle, from pre-sales activities to invoicing and renewals. This is a remote role for applicants based in the US. We are unable to sponsor work visas for this role at this time. Job Description: Review and validate Salesforce opportunities for accurate product configuration, pricing, and required fields. Approve order forms and ensure all commercial terms, billing details, and legal requirements are accurate prior to signature. Manage the opportunity close process, including updating records, attaching documentation, and ensuring internal compliance requirements are met. Send license keys or provisioning details to the appropriate teams/customers post-close. Review Invoicing process, including approving transactions in Netsuite and verifying invoice details as well as trouble shooting invoicing issues Act as a point of contact for Sales for deal-related questions, policy clarifications, and order-form guidance. Support ongoing process improvements, documentation, and operational scalability as the company grows. Assist with ad hoc projects related to finance, systems enhancements, and cross-functional initiatives. Job Requirements: Strong attention to detail with the ability to manage multiple tasks and deadlines simultaneously. Ability to work independently Excellent communication skills and a professional, service-oriented demeanor. Ability to partner effectively with Sales and other cross-functional teams. Comfort working in a dynamic startup environment where priorities may shift quickly. A desire to learn, grow, and take on increasing responsibility over time. Experience with Salesforce, Ironclad, NetSuite, or similar systems is a plus—but not required if you’re eager to learn. What you’ll love about Solo. At Solo, our culture is all about hiring great people, creating a fun and fast-paced work culture, and letting our teams work with our customers to successfully solve their challenges. Solo works collaboratively with our customers, partners and open source communities to deliver technology innovation, technology solutions, architectural best-practices, and hands-on education. Solo uses a unique engagement model with our customers that allows us to quickly make them successful, and continue to work closely with them as their production environments grow. Solo is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Responsibilities

This role is critical to the quote-to-cash process, ensuring accuracy across systems like Salesforce and Netsuite by validating configurations, approving terms, and managing the close process. The analyst will also serve as a point of contact for Sales regarding deal policies and support ongoing operational scalability improvements.