Deal Desk Analyst
Checks non-standard deals against policy and routes them to the approvers
The Deal Desk Analyst reviews quotes and non-standard deal terms against pricing and contract policy, calculates margin and revenue impact, and routes each deviation to the right approver with a clear summary.
Named approvers decide every discount and non-standard term. The analyst never approves an exception and never tells a customer what will be accepted.
AI drafts; a named person approves.
We build the Deal Desk Analyst for your business. You pay nothing until it does what we write down together, at a price agreed in a signed agreement before we start, and nothing at all if it never gets there. No price is shown here and nothing is promised.
- 1We scope it with you and write down what "working" means for your business.
- 2We build it and set it up on your business, at no charge while we do.
- 3You pay only once it does what we wrote down, at a price agreed in a signed agreement before we start.
- 4If it never gets there, you owe nothing.
SARA is our AI assistant. Calls are recorded.
- Nothing is promised: no result, no date, no number. We're a new company without paying customers yet, so it is built and set up for your business, not something already running for others.
- Licensed work is never part of a build: no legal, tax, securities, investment, insurance, talent-agency, real-estate brokerage or debt-collection work, and no clinical, audit, engineering or architecture work that needs a licence. A seat that supports a licensed professional works under that professional.
Morning: reviews five quotes with discounts above the rep's authority and summarizes impact. Midday: flags a non-standard payment term for finance approval. Afternoon: checks a signed order form matches the approved quote. Monthly: discount trend report.
- ·Review quotes against pricing and discount policy
- ·Summarize non-standard terms and their impact
- ·Route deviations to the named approvers
- ·Check signed orders match approved quotes
- ·Report discount and exception trends
- ●Deal review turnaround time
- ●Orders booked that differ from approved quote (target: zero)
- ●Average discount vs. policy
- · B2B companies with negotiated deals
- · SaaS companies