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Deal Desk Specialist
2 months ago
We're seeking a highly skilled and detail-oriented individual to join our team as a Deal Desk Specialist. As a key member of our sales operations team, you will play a critical role in supporting our high-performing sales team and driving business outcomes.
Responsibilities:- Provide expert guidance and support to the sales team on quoting, contracting options, and approval processes.
- Collaborate with cross-functional teams, including Sales, Revenue Operations, Finance, Legal, and Order Management, to drive deals to closure.
- Monitor Deal Desk queues and provide general assistance and advice on common deal questions and Quote-to-Order process questions, ensuring consistent maintenance of departmental SLAs.
- Partner with Sales to accelerate quote cycle through operational efficiencies and ongoing education.
- Ensure accuracy of all quote fields in CPQ to minimize downstream discrepancies and rework, collaborating with impacted parties as necessary to resolve common Quote to Cash errors.
- Serve as a subject matter expert on Sales Approval, Bookings, and Order Acceptance policies, ensuring accuracy of Bookings metrics and resolving discrepancies as required.
- Familiarity with Enterprise Software/SaaS B2B Industry – Order Management, Finance Operations, Deal Desk or Sales Operations experience preferred.
- Experience with Salesforce CPQ or similar CPQ tool highly preferred.
- Strong quantitative skills and highly proficient in Microsoft Office suite.
- Demonstrated ability to partner with GTM teams and other cross-functional departments.
- Highly organized, customer-focused, and strong attention to detail.
- Ability to multi-task and prioritize at times of high volume, schedule flexibility during End of Month and End of Quarter.
- Excellent communication skills and open to feedback.
- Basic understanding of revenue recognition rules, sales contracts, SOX; ability to recognize risk in deal terms and/or structure.
- Basic understanding of software licensing and SaaS provisioning process.
If you're a motivated and detail-oriented individual with a passion for sales operations, we encourage you to apply. As part of our commitment to a diverse, equitable, and inclusive workplace, we're invested in building teams with a wide variety of backgrounds, identities, and experiences.
