Senior Deal Desk Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of intricate, non-standard deals from start to finish — including multi-product transactions, pricing exceptions, and agreements that necessitate collaboration with Finance and Legal.

• Act as the main escalation contact for Deal Desk Associates regarding deal structure, quoting, and approval inquiries.

• Utilize commercial acumen for discount approvals and pricing exceptions, ensuring that deals align with company policies and revenue goals.

• Create and uphold complex quotes in CPQ, guaranteeing precision, thoroughness, and compliance during high-volume periods.

• Manage the Closed Won process — ensuring order accuracy, data integrity in Salesforce, and compliance with established workflows.

• Oversee and organize the Deal Desk case queue, upholding SLA standards and efficiently addressing a high volume of tickets.

• Conduct training sessions for Sales representatives on Deal Desk procedures, CPQ quoting, and best practices.

• Engage in deal reviews, providing valuable insights for Sales leadership discussions.

• Collaborate with Finance and Legal on unique contract terms and pricing arrangements for specific deals.

• Contribute to the development of Deal Desk SOPs and internal documentation, identifying gaps and suggesting enhancements to the Lead and Senior Manager.

• Assist in month-end and quarter-end close operations to ensure timely and accurate deal execution.

⛳️ Requirements

• 2–4 years of experience in Deal Desk, Sales Operations, or Revenue Operations within an Enterprise SaaS/B2B environment.

• Extensive knowledge of CPQ quoting — including complex quote creation, multi-product configurations, pricing logic, and resolving quoting challenges.

• Proficient in Salesforce as a power user — accurately managing cases, accounts, opportunity data, and order records at a high volume.

• Solid grasp of Quote-to-Cash processes, revenue recognition principles, and order management.

• Proven capability to handle a high-volume Deal Desk queue while maintaining quality, particularly during End of Month, Quarter, and Year End; familiarity with ticketing and knowledge base tools such as Notion and Jira/Atlassian is a plus.

• Commercially savvy, with a history of balancing Sales speed with deal integrity in complex and non-standard scenarios.

• Recognized by Sales as a trusted advisor — providing clear and confident guidance on deal structure and contract options.

• Effective communicator who collaborates seamlessly across Sales, Finance, and Legal without delaying deal progress.

• A natural mentor who enjoys enhancing the skills of others and elevating the team's performance.

• Demonstrates strong skills in automation and AI.

• Fluent in written and spoken English.

• Remote work experience is not mandatory but is considered advantageous.

🏝️ Benefits

• Work from anywhere.

• Flexible paid time off.

• Flexible working hours (we operate asynchronously).

• 16 weeks of paid parental leave.

• Mental health support services.

• Stock options.

• Learning budget.

• Home office budget & IT equipment.

• Budget for local in-person social events or co-working spaces.