Deal Desk Analyst, India
Branch
At Branch, we’re transforming how brands and users interact across digital platforms. Our mobile marketing and deep linking solutions are trusted to deliver seamless experiences that increase ROI, decrease wasted spend, and eliminate siloed attribution. Our Branch team consists of smart, humble, and collaborative people who value ownership over all. Everything we do is centered around creating a great product, team, and company that lives and breathes our motto: Build Together, Grow Together, Win Together.
About the Opportunity
The Order Management Specialist plays a critical role in ensuring the accuracy and efficiency of contract processing, data management, and cross-departmental collaboration at Branch. This position involves managing contracts, auditing data, and maintaining synchronization between systems to support seamless operations and exceptional customer service.
Core Responsibilities
Contract & Order Management
- Prepare, review, and process customer Contracts, Order Forms, and Amendments.
- Manage and resolve Salesforce cases related to customer contracts, ensuring timely responses.
- Update Customer Entitlements and release Sales Orders in accordance with signed agreements.
Data Quality & System Management
- Audit reports and dashboards to proactively identify and resolve contract-related discrepancies.
- Maintain data hygiene by managing close-won opportunities and correctly mapping sales commissions.
- Monitor myriad other exception reports, addressing issues to maintain operational integrity.
- Ensure the accuracy and synchronization of data between Salesforce and NetSuite.
Cross-Functional Collaboration
- Assist Deal Desk and Renewals Desk teams by preparing quotes and resolving order-related inquiries.
- Work cross-functionally with teams such as Security, RFX, and Billing to streamline processes and address escalated issues.
- Process monthly tier upgrade to recognize incremental revenue and maintain contract accuracy.
- Handle account creation, reassignment, and cleanliness for Sales.
- Provide support to the Discovery team by managing monthly billing data.
Process Improvements & Projects
- Conduct recurring audits to ensure compliance with internal policies and identify opportunities for improvement.
- Create and manage legal review requests, ensuring timely follow-through and approvals.
- Contribute to cross-functional initiatives such as data migrations, system enhancements, process automation, and other business operations projects.
Required Skills & Qualifications
- Hands-on experience with Salesforce and NetSuite (or equivalent CRM/ERP platforms).
- Strong analytical skills and exceptional attention to detail.
- Experience with contract processing, order management, or deal desk functions in a fast-paced environment.
- Excellent verbal and written communication skills.
- Ability to multitask, manage SLAs, and work independently during night shift hours.
- Proactive problem-solver with a mindset focused on accuracy, ownership, and continuous improvement.
Preferred Qualifications (Nice-to-Have)
- Prior experience supporting US-based or global Sales or Revenue Operations teams.
- Working knowledge of SaaS commercial models, including ACV, TCV, usage-based pricing, renewals, and entitlement management.
- Familiarity with order-to-cash processes, and sales compensation or commission frameworks.
- Exposure to contract management tools, CPQ systems, or workflow automation platforms is a plus.
The salary range provided represents base compensation and does not include potential equity, which is available for qualifying positions. At Branch, we are committed to the well-being of our team by offering a comprehensive benefits package. From health and wellness programs to paid time off and retirement planning options, we provide a range of benefits for qualified employees. For detailed information on the benefits specific to your position, please consult with your recruiter.
Branch is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you think you'd be a good fit for this role, we'd love for you to apply! At Branch, we strive to create an inclusive culture that encourages people from all walks of life to bring their unique, diverse perspectives to work. We aim every day to build an environment that empowers us all to do the best work of our careers, and we can't wait to show you what we have to offer!
A little bit about us:
Branch is the leading provider of engagement and performance mobile SaaS solutions for growth-focused teams, trusted to maximize the value of their evolving digital strategies. The Branch platform provides a seamless experience across paid and organic, on all channels and platforms, online and offline, to eliminate friction and drive valuable action at the moments of highest intent. With Branch, businesses gain accurate mobile measurement and insights into user interactions, enabling them to drive conversions, engagement, and more intelligent marketing spend.
Branch is an award-winning employer headquartered in Mountain View, CA. World-class brands like Instacart, Western Union, NBCUniversal, Zocdoc and Sephora acquire users, retain customers and drive more conversions with Branch.
Candidate Privacy Information:
For more information on the data that Branch will collect through your application, and how we use, share, delete, and retain that information as part of our recruitment and employment efforts, please see our HR Privacy Policy.