Deal Desk Specialist

Role Overview The Deal Desk Specialist is a critical operational role within our Deal Desk team, responsible for processing quote approval requests, supporting the sales team throughout the sales cycle, and maintaining corporate governance for sales transactions. This position is designed to help Sales maximize revenues and gain approvals on sales transactions in the most efficient manner that supports organizational goals and meets customer needs.

This role serves as a foundational position within the Deal Desk career path, providing opportunities to develop skills, gain experience, and potentially advance to more senior roles within the team.

Proactively assume end-to-end responsibility for assigned quote approval requests. To expedite bookings, ensure all quotes and order forms are:

Complete and accurate Contract compliant with historical contract terms and pricing Aligned with internal policies and business guidelines Consistent across deal use cases Provide guidance to Sales on complex deal structures including high-value transactions during corporate review and approval. Provide transactional guidance to Sales while maintaining corporate governance of all sales related transactions. Provide a high level of communication, coordination, and support throughout the sales process ensuring accurate and timely transactions.

Work with the Finance and Sales to ensure sales transacts quickly and efficiently during the approval process. Take appropriate actions to address any discrepancies or compliance issues. Follow established Deal Desk processes and procedures and elevate complex or unusual order situations to senior team members and/or management as necessary. Assume responsibility for logging partner deal registrations while taking appropriate actions to address any discrepancies.

Serve as Subject Matter Expert (SME) for quoting, pricing, deal flow, and order processing for the sales organization. Work closely with all functional areas to identify, coordinate, structure, approve, and administer opportunities in a manner that aligns organizational goals with financial obligations and regulations. Provide guidance on deal flow process, business terms and conditions, and elevate specialized issues for approval and resolution.

Collaborate with internal stakeholders including Sales, Order Management, Finance, Product, and Legal teams on contractual redlines to efficiently process agreements. Proactively respond to Deal Desk inquiries from Sales.

Participate in process improvement initiatives. Provide feedback on existing quote approval processing workflows. Stay current with product, pricing, and policy updates. Contribute to team knowledge sharing and learning. Test operational changes to minimize deal disruption upon rollout.

Required Skills At least 3 plus years of experience in Deal Desk, Sales or Sales Operations role in the software industry. Familiarity with accounting and software revenue recognition principles. Excellent professional written and verbal communication skills. Ability to embrace new technology, applications, and solutions. Desire to work closely with peers, must be self-motivated with attention to detail. Must have strong people/customer service skills.

High computer application literacy including Microsoft Office Suite. Ability to work efficiently in a fast-paced environment. SFDC, CPQ, CLM, and Docu Sign experience a plus. Strong attention to detail. Analytical and problem-solving capabilities. Excellent communication and interpersonal skills.

Maintain high accuracy in…