Instrumentl Logo

Instrumentl

Senior Deal Desk Analyst

Posted 2 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 more than 40% year over year, customers love us (Ellis PMF 60+), 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

3 Days Ago
Remote
Canada
Senior level
Senior level
Software
Lead day-to-day Deal Desk execution and complex deal support for new business, expansions, and renewals. Partner with Sales, Customer Success, Legal, and Finance to structure pricing, approvals, and contracts. Drive process optimization, automation, pricing frameworks, discount governance, reporting, and team mentoring to accelerate deal velocity, protect margins, and scale deal desk operations.
Top Skills: Clm ToolsExcelGoogle SheetsSalesforceWorkflow/Automation Systems
5 Hours Ago
Remote or Hybrid
Calgary, AB, CAN
Senior level
Senior level
Artificial Intelligence • Big Data • Cloud • Information Technology • Software • Big Data Analytics • Automation
Hunt and close net-new enterprise accounts across Alberta, building executive relationships and value-based business cases. Drive pipeline via prospecting, partners, and events; lead complex sales cycles with Sales Engineers and Customer Success to deliver observability, security, cloud modernization, and AI-driven outcomes.
Top Skills: AiopsAWSAzureCloud MigrationCybersecurityDevOpsDynatraceGCPObservabilityPlatform Engineering
7 Hours Ago
Remote or Hybrid
Canada
Senior level
Senior level
Cloud • Insurance • Payments • Software • Business Intelligence • App development • Big Data Analytics
Design, deploy, and operate enterprise network infrastructure across data centers and cloud (GCP, AWS, Azure). Manage VPCs, VPNs, BGP, F5 BIG-IP, hybrid connectivity, and observability. Build IaC and automation with Terraform, GitLab CI/CD, and Ansible. Maintain monitoring, documentation, and participate in on-call support for critical incidents.
Top Skills: AnsibleAWSAzureBgpCloud RouterCloudflareDnsF5 Big-IpFirewallsGCPGitlab Ci/CdHa VpnIp Address ManagementIpsec VpnLoad BalancingTerraformVpc

What you need to know about the Calgary Tech Scene

Employees can spend up to one-third of their life at work, so choosing the right company is crucial, not just for the job itself but for the company culture as well. While startups often offer dynamic culture and growth opportunities, large corporations provide benefits like career development and networking, especially appealing to recent graduates. Fortunately, Calgary stands out as a hub for both, recognized as one of Startup Genome's Top 100 Emerging Ecosystems, while also playing host to a number of multinational enterprises. In Calgary, job seekers can find a wide range of opportunities.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account