We are seeking a detail-oriented and proactive Deal Desk Specialist to support our Sales team. This role will focus on managing deal workflows, including quote approvals, pricing accuracy, and resolving deal-related issues. You will ensure the integrity of deal data in Salesforce and collaborate with various departments to streamline processes and accelerate deal closures.
Location:
Full-time, work from home, 9 AM - 5 PM, CT/PT
Key Responsibilities:
Quote Management & Approvals: Collaborate with Sales to generate, review, and approve quotes, ensuring they align with pricing models and company policies. Ensure quotes are accurate and timely, supporting strategic goals.
Deal Closure Support: Provide end-to-end support in closing deals, addressing complex questions regarding pricing, terms, and conditions, and resolving discrepancies.
Fee Schedules Management: Post revenue schedules accurately for recognized revenue, ensuring compliance with financial reporting standards.
Pricing Structure Expertise: Develop a deep understanding of the company’s pricing structure and ensure accurate quote generation.
Salesforce Data Integrity: Oversee accurate and timely entry of deal data into Salesforce, ensuring consistency and alignment with reporting needs.
Process Optimization: Identify bottlenecks within the deal approval process and implement improvements to streamline operations.
Cross-Functional Collaboration: Serve as a key point of contact for deal-related inquiries, collaborating with Sales, Finance, and RevOps teams for smooth execution.
Data Accuracy & Reporting: Ensure all deal data is accurate and up-to-date. Provide actionable insights to leadership based on deal data trends, supporting forecasting and decision-making.
Non-Negotiable Requirements:
2-3 years of relevant experience in sales operations, deal desk management, or a similar role.
Proficient in Salesforce and other CRM platforms, with a solid understanding of deal data management and reporting functionalities.
Meticulous attention to detail and commitment to data integrity, ensuring accurate and reliable deal data.
Exceptional communication skills, with the ability to work effectively with cross-functional teams (Sales, CS, Finance, and RevOps).
Strong problem-solving mindset, with the ability to address complex issues efficiently.
Proficiency in Excel or Google Sheets for data analysis and process automation.
SaaS or B2B environment experience is preferred. Familiarity with the construction industry is a plus.
Ideal Candidate Profile:
Proven Deal Desk Expertise: Hands-on experience managing deal workflows, ensuring accurate pricing, and optimizing quote approval processes.
Data-Driven: Strong ability to work with deal-related data in Salesforce, ensuring integrity and accuracy for reporting and forecasting.
Process Improvement: Identifies inefficiencies within workflows and implements solutions to improve operational speed and accuracy.
Strong Communication Skills: Comfortable collaborating across departments and communicating complex deal information clearly and efficiently.
SaaS/B2B Experience: Experience in sales operations in SaaS or B2B environments, with a good understanding of pricing structures and deal management.
Construction Industry Knowledge: While not required, familiarity with the construction industry is highly desirable.
Application Process:
To be considered for this role these steps need to be followed:
Fill in the application form
Record a video showcasing your skill sets
