Analyst, Deal Desk & Contract Analytics

About the role

In this role, you will be responsible for ensuring precise cost allocation, transparency in margins, support for revenue recognition, and integrity in billing for client contracts. You will implement a systematic tracking process that consolidates contractual entitlements and reconciles them with actual platform and service usage across various enterprise systems. This position sits at the intersection of finance, data, and operations, requiring a meticulous approach to validate that what is billed aligns exactly with what is promised in the contract. You will serve as a key control point, safeguarding revenue accuracy by preventing leaks through unmanaged usage or misaligned entitlements. The work demands a high degree of ownership over data lineage and the logical consistency of financial reporting. You will be expected to question anomalies and drive clarity on complex contractual scenarios with stakeholders. Success in this role will be measured by the reliability of the metrics you produce and the trust placed in your analysis by cross-functional partners. Your daily work will directly influence the accuracy of forecasts and the health of customer relationships.

Key facts

What you'll do

• Extract usage data from Snowflake using structured queries to pull the relevant dataset for analysis.
• Align usage data with contract entitlements by mapping product codes, features, and service tiers to the correct accounts.
• Manage dashboards comparing entitlements and actual usage to provide a clear visual representation of consumption patterns.
• Update dashboards on a monthly basis to reflect the most current period and ensure timely reporting cycles.
• Conduct quality assurance on discrepancies such as usage spikes and account ID mismatches to validate data integrity.
• Generate monthly insights tailored for Customer Success teams to inform renewals, expansions, and operational outreach.
• Collaborate with Customer Success Operations, Business Intelligence, and Data Engineering on data-related issues to resolve schema or logic conflicts.
• Perform monthly reconciliation of entitlements versus usage across all monitored customer contracts to ensure financial accuracy.
• Analyze variances to identify potential revenue losses, unbilled overages, and margin risks that require executive attention.
• Investigate root causes of mismatches between system records and contractual terms to drive process improvements.
• Document the methodology behind key metrics to ensure transparency and reproducibility for future analysts.
• Support ad hoc requests from finance and sales leadership related to contract interpretations and billing scenarios.
• Partner with Finance to ensure that revenue recognition schedules are supported by the underlying usage data.
• Monitor platform usage trends to provide early warnings on anomalies that could indicate system errors or changes in customer behavior.
• Maintain data quality standards by validating source systems and implementing checks within the analytics workflow.

Requirements

• Hold a Bachelor's degree in Finance, Accounting, Business Analytics, Economics, or a related discipline from an accredited institution.
• Possess a minimum of 3 years of experience in Revenue Operations, Business Analytics, Financial Systems, Revenue Analytics, or a similar field involving financial data.
• Demonstrate prior experience with pricing models based on contracts or usage, including tiered or volume-based structures.
• Show a solid understanding of revenue recognition principles, contract frameworks, and margin reporting to ensure compliance with standards.
• Exhibit proficiency in SQL, with a preference for Snowflake, including writing complex joins, aggregations, and window functions.
• Have familiarity with Salesforce and other enterprise data systems such as CRM or billing platforms.
• Prove skill in using dashboarding tools such as Tableau, Power BI, Looker, or similar to create interactive and accurate visualizations.
• Display strong analytical, organizational, and communication abilities to translate complex findings into actionable insights.
• Thrive in a detail-oriented environment where accuracy is non-negotiable and deadlines are met consistently.
• Collaborate effectively with cross-functional teams, including engineering, sales, and finance, to resolve data disputes.
• Take ownership of process documentation to ensure that workflows are transparent and scalable.
• Apply critical thinking to solve ambiguous problems where data may be incomplete or inconsistent.
• Commit to adhering to company policies and regulatory guidelines regarding financial data handling.
• Contribute to a culture of continuous improvement by suggesting enhancements to reporting pipelines and validation checks.

Nice to have

• Bring a background in SaaS, advertising technology, or data platform environments to accelerate your onboarding.
• Include knowledge of Apptio or cost modeling software to support more advanced financial analysis.
• Show understanding of platform metering frameworks to better interpret usage-based billing scenarios.
• Offer experience in a global, cross-functional organizational setting to navigate diverse stakeholder needs.

Practical notes

Zeta Global is an Equal Opportunity/Affirmative Action employer and does not discriminate based on race, gender, ancestry, color, religion, sex, age, marital status, sexual orientation, gender identity, national origin, medical condition, disability, veterans' status, or any other legally protected status.