Deal Desk & Finance Analyst - Remote

Overview

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.

In Short

• 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 troubleshooting 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.

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.

Benefits

• Collaborative and fast-paced work culture.
• Opportunity to work with high-impact OSS and solve real scalability challenges.
• Hands-on experience across the entire deal cycle, from pre-sales activities to invoicing and renewals.
• Direct visibility to and interaction with senior leadership.
• Opportunity for career growth in revenue operations and deal management.