Deal Desk Specialist

What you bring

• Relevant work experience with demonstrated familiarity in the Enterprise SaaS/B2B industry. Deal Desk, Order Management, Finance Operations, Sales Operations, or Pricing experience preferred.
• Proven ability to partner with Go-To-Market teams and other cross-functional departments.
• Basic understanding of revenue recognition rules.
• Highly organized, customer-focused, innovative, and resourceful in gathering key information. Able to navigate ambiguity and balance stakeholder needs with a consistently positive attitude.
• Excellent communicator with outstanding written, oral, and presentation skills, and exceptional attention to detail.
• Ability to multitask and prioritize during high-volume periods. Schedule flexibility required for End of Month, Quarter, and Year End.
• Strong project management skills with the ability to effectively navigate and strategically leverage large volumes of information.
• Self-starter mentality with the ability to thrive in an unstructured and fast-paced environment.
• Salesforce experience – MUST (Admin skills preferred).
• CPQ knowledge (preferred).
• Strong quantitative skills and proficiency in G Suite.
• Fluent in written and spoken English.
• Alignment with and adherence to our company values.
• Remote work experience is not required but considered a plus.

Key Responsibilities 

• Serve as the trusted advisor to the Sales team on deal structure and quoting.
• Investigate opportunities and design solutions to automate Deal Desk processes.
• Support the Manager, Deal Desk in assisting with deal structure and quoting. Advise the sales team on alternative contract options and value propositions to help drive accurate deal closure.
• Assist in interpreting contractual language and escalate issues to ensure deals comply with revenue recognition and operational policies.
• Manage day-to-day quote management and pricing approvals, ensuring compliance with published sales and business approval policies.
• Monitor the Deal Desk case queue to provide general assistance and advice on common deal and Quote to Cash / Billing process questions.
• Partner with Field Sales to accelerate the quoting process through operational efficiencies and training calls.
• Support month-end and quarter-end deal desk operations to ensure smooth closing.
• Develop and drive initiatives to improve productivity, enhance Deal Desk operations, refine company deal policies, and simplify processes throughout the Sales Operations and Sales Organization.
• Oversee Monthly Reconciliation processes.
• Coordinate with finance and accounting teams to ensure accurate and timely invoicing, revenue recognition, and commission calculations.
• Proactively identify areas for improvement in how the Sales team accesses and consumes Deal Desk-related knowledge and content, and recommend solutions.
• Partner with Sales Operations on process/system improvements and special projects.
• Participate in cross-functional initiatives to increase revenue growth across all products (e.g., discounting).

Practicals

• You'll report to: Manager, Deal Desk
• Direct reports: N/A
• Team: Field Operations, Planning and Compensation - Sub-Team: Deal Desk
• Location: For this position, we welcome everyone to apply. However, we will prioritize applications from the Eastern USA, Canada, and LATAM regions as we aim to diversify our teams.
• Start date: As soon as possible