Brennan Ward · Deal Desk

Resume

Brennan Ward · Canton, GA · Brennan.ward615@gmail.com · LinkedIn

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Senior Deal Desk analyst with proven success in B2B SaaS: deal desk, order management, finance operations, sales operations, and deal strategy and pricing. I coach Sales and deal desk teams and build the data-driven desk culture that closes deals on time, on paper that holds, at a price the company can defend.

Experience

  1. Senior Deal Strategy Analyst

    June 2022 – April 2025

    New Relic · Atlanta, GA

    • Senior escalation point and approval authority in order form negotiations for Commercial, Enterprise, and Strategic accounts.
    • Reviewed 150+ order forms a month from 35 Enterprise and Commercial account executives.
    • Led 8 projects that streamlined deal approvals: a Language Playbook with Legal for non-standard terms, rewritten CPQ approval logic with the Salesforce admins, deal walkthrough guides for every deal type (standard, non-standard, direct, reseller, AWS/Azure/GCP, fulfilled), and a finance mentorship program.
    • Diagnosed and resolved a recurring revenue-leakage issue tied to one product line.
    • Financial modeling that breaks down the value in a deal so Sales can present win-win offers without chasing price.

  2. Deal Desk Analyst

    August 2021 – June 2022

    Equifax · Atlanta, GA

    • Point of contact and subject matter expert on deal constructs, special pricing, operations, and revenue policies for deal issues and sales escalations.
    • Caught $127,252,000 in revenue leakage by analyzing 150 client contracts a week (MSAs, addendums, SOWs) against the new billing system (Zuora) during migration.
    • Redlined, negotiated, approved, and signed over 7,500 contracts via Word, Salesforce CPQ, and DocuSign.
    • Rebuilt new-hire contract-analysis training into one central resource, cutting ramp time in Atlanta and Costa Rica from 90 days to 30.

  3. Deal Strategy Assistant (side project)

    2026

    Claude plugin on Salesforce · product page · demo

Software

SalesforceSalesforce CPQZuoraDocuSignServiceNowIroncladGleanGoogle WorkspaceClaude (plugins, skills, scheduled agents)

Deal desk

Revenue recognitionLegal and complianceStrategic deal advisoryCoaching: quoting and deal reviewProduct subject-matter expertiseOrder booking compliancePricing strategy

Education

Atlanta Metropolitan State College, Atlanta, GA · Certificate, Business Management · July 2021

Principles of finance and economics with a focus on sales leadership and business management.