Deal Desk Audit & Contract Review Analyst

COMPANY OVERVIEW

ThreatLocker® is a leader in endpoint protection technologies, providing enterprise-level cybersecurity tools to improve the security of servers and endpoints. The ThreatLocker® platform with Application Allowlisting, Ringfencing™, Storage Control, Elevation Control, Endpoint Network Control, Configuration Management, and Operational Alert solutions are leading the cybersecurity market toward a more secure approach of blocking the exploits of application vulnerabilities.

POSITION OVERVIEW

The Deal Desk Audit & Contract Review Analyst supports the Deal Desk by reviewing customer quotes, order forms, and contracts for accuracy and compliance with company policies. This role acts as a quality-control checkpoint in the quote-to-cash process, helping ensure that deals are correctly created, approved, and recorded before and after customer signature. The analyst works closely with Sales, Legal, Finance, and Revenue Operations while developing a strong foundation in SaaS contracting, pricing, and internal controls.

Key Responsibilities:

Pre-Signature Deal Review:

• Review customer quotes and order forms for:
  • Accurate pricing, discounts, and product configurations
  • Correct customer details, billing terms, and contract dates
  • Alignment with standard templates and approved deal structures
• Confirm required internal approvals are obtained before contracts are sent to customers
• Flag non-standard terms, pricing discrepancies, or missing information for escalation

Post-Signature Quality Checks:

• Audit executed contracts to ensure:
  • Signed agreements match the approved quote and final terms
  • Contract data is accurately entered into CRM and billing systems
• Identify errors or inconsistencies and coordinate corrections with Sales Leads or Legal
• Maintain organized records to support audits and reporting

Controls & Documentation:

• Follow established deal desk checklists and review procedures
• Document findings, exceptions, and corrections in tracking systems
• Assist in maintaining audit trails and compliance documentation
• Support Internal audits and revenue reviews as needed

Process Support & Learning:

• Track recurring errors or deal issues and share insights with senior team members/Leads
• Participate in continuous improvement efforts to strengthen deal accuracy and efficiency
• Learn company pricing policies, approval workflows, and contract standards
• Provide basic guidance to sales team members on standard deal requirements

REQUIRED QUALIFICATIONS:

• 1–3 years of experience in:
  • Deal desk, sales operations, finance, audit, contracts, or revenue operations
• Strong attention to detail and ability to follow defined procedures
• Comfortable working with data, documents, and systems
• Strong written and verbal communication skills

PREFERRED QUALIFICATIONS:

• Internship or early career experience in audit, finance, or contract administration
• Exposure to SaaS business models or subscription contracts
• Familiarity with CRM tools (e.g., Salesforce, DealHub, DocuSign)
• Interest in internal controls, compliance, or revenue operations

WORKING CONDITIONS: 

The duties described below are representative of those encountered while performing the essential functions of this position. If necessary, reasonable accommodation may be requested and will be evaluated for its relationship to the essential functions that must be performed. 

• Job will generally be performed in an office environment but may require travel to visit company offices and/or property locations.
• While performing duties of this job, would occasionally require to stand, walk, sit, reach with hands and arms, climb or balance, stoop or kneel, talk and hear, and use fingers and hands to feel objects and tools.
• Must occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required include close vision, distance vision, depth perceptions, and the ability to adjust focus. 

A background check and drug/substance screening are required after a conditional offer. Employment will proceed only upon receiving clear results from both.

ThreatLocker also conducts randomized drug and substance testing approximately every 60 days, in line with the same screening standards.