Deal Desk Operations Specialist
Listed on 2026-01-01
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IT/Tech
IT Support, HelpDesk/Support
About Keyfactor
Our mission is to build a connected society, rooted in trust, with identity-first security for every machine and human. Keyfactor helps organizations move fast to establish digital trust at scale - and then maintain it. With decades of cybersecurity experience, Keyfactor is trusted by more than 1,500 companies across the globe. We are proud to continually earn recognition as a Best Place to Work, and we achieve that through our amazing people who cultivate our culture as we grow.
We hope you will trust your future with Keyfactor!
Deal Desk Operations Specialist
LocationUnited States;
Remote, EST
Associate
Job FunctionBusiness Transformation
Employment TypeFull Time
IndustryComputer and Network Security
Job SummaryThe Deal Desk Operations Manager leads the deal desk function by managing a team, optimizing workflows, and ensuring that deals are aligned with organizational goals and compliance standards. This mid-level manager works closely with senior leadership, sales, and other departments to manage the end-to-end process of deal approval and execution.
Applicants must hold US citizenship or US permanent resident status.
Job Responsibilities Deal Desk Operations- Manage daily deal desk activities, including preparing and reviewing quotes for new business, expansions, and renewals.
- Perform post-booking deal reviews to ensure documentation accuracy and completeness.
- Validate CRM data for accuracy, including opportunity details, account hierarchy integrity, ARR validation, and required supporting information.
- Flag deal exceptions or inconsistencies and route them to the appropriate reviewers (Finance, Legal, Sales leadership) for guidance or approval.
- Collaborate with Sales, Finance, Legal, and Customer Success teams to ensure all deal requirements are met before approval and booking.
- Serve as a point of contact for quoting questions, policy clarifications, and general deal execution support.
- Ensure compliance with established pricing, discounting, and approval guidelines.
- Maintain accurate documentation and audit trails for deal approvals and updates.
- Support ongoing upkeep of standard operating procedures for quoting, deal reviews, and CRM () data requirements.
- Assist with operational tasks that enable efficient sales processes (e.g., updates to product/price lists, template maintenance, or standardized forms).
- Help identify recurring issues or bottlenecks and communicate them to management for potential improvement.
- High School diploma, or equivalent.
- Good business and technology acumen.
- Experience managing or participating in cross-functional projects.
- Strong knowledge of Microsoft Operating Systems and products.
- Experience in a similar role.
- CRM experience (; Salesforce CPQ is a plus)
- Proficient in Microsoft Word and PDF Editor.
- Good oral and written communication skills.
- Good organizational, multi-tasking, and time management skills.
- Good collaboration skills within a team and other areas.
- Good interpersonal skills.
- Good analytical skills.
- Self-motivated to complete projects in a timely manner.
- Able to thrive in a fast-paced, deadline-driven environment.
- Ability to establish rapport and gain the trust of others; effective at gaining consensus.
- Ability to handle sensitive information with discretion and tact.
Up to 5% travel time required.
CompensationSalary will be commensurate with experience.
Culture, Career Opportunities and BenefitsWe build teams that continually strive to get better than the day before. You will be challenged daily and given opportunities to grow personally and professionally. We balance autonomy and structure to create an entrepreneurial environment to spur creativity and new ideas.
Here are just some of the initiatives that make our culture special:
- Second Fridays (a company-wide day off on the second Friday of every month minus November and December of 2025 due to the Holiday schedule). Please note that this benefit is subject to change.
- Comprehensive benefit coverage globally.
- Generous paid parental leave globally.
- Competitive time off globally.
- Dedicated employee-focused ambassadors via Key Contributors & Culture Committees.
- DIVERSE Commitment, a call to action for a more inclusive and diverse future in business, society, and technology.
- The Keyfactor Alliance Program to support DEIB efforts.
- Wellbeing resources, wellness allowance, mindfulness app free membership, Wellness Wednesdays.
- Global Volunteer Day, company non-profit matching, and 3 volunteer days off.
- Monthly Talent development and Cross Functional meetings to support professional development.
- Regular All Hands meetings - followed by group gatherings.
Our core values are extremely important to how we run our business and what we look for in every team member:
TrustWe deliver security software and solutions where trust and openness are of the highest importance for our customers. We…
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