Revenue Operations and Deal Desk Specialist

Novara provides safety, operational risk management, and sustainability software that empowers organizations to identify and resolve issues before they become incidents. Through the Flex and Risk Management Center platforms, Novara helps organizations manage operational risk proactively with a system they can configure to fit their operations, data that unifies risk and safety intelligence, and tools that increase workforce participation. Novara’s combination of software, training, and AI-powered tools put people and safety first while protecting critical operations.

The Revenue Operations Specialist I – Sales Operations & Deal Desk is an entry-level role supporting Novara's quote-to-order lifecycle. Reporting to Revenue Operations leadership, the role prepares quotes and sales orders, validates opportunities, coordinates deal approvals, supports bookings, and hands complete order packages to Billing and Accounting.

The Specialist follows established procedures, maintains accurate system data, prepares operational deliverables, and escalates exceptions. The role partners with Sales, Finance, Legal, Customer Success, Implementation, Accounting, and Revenue Operations. Billing runs and invoice generation remain with Billing and Accounting.

• Process routine opportunity and deal approvals by validating products, quantities, pricing, discounts, contract terms, required approvals, and supporting documentation.
• Create and maintain quotes, order forms, and sales orders in Salesforce, CPQ, and ERP or order-management systems using approved configurations.
• Support non-standard deals by preparing approval packages, documenting exceptions, coordinating pricing approvals, and routing agreements for review and signature.
• Confirm executed agreements match CRM and CPQ records and assemble complete booking and sales-order packages for Billing and Accounting handoff; do not execute billing runs or generate invoices.
• Monitor Sales Operations and Deal Desk queues, meet service levels, and escalation exceptions.
• Maintain accurate account, opportunity, quote, contract, order, renewal, and booking data across Salesforce, Net Suite, and related systems.
• Validate renewal quotes and orders for pricing, uplift, quantities, dates, and commercial terms before approval and handoff.
• Prepare booking, sales-order, commission, reporting, and reconciliation files for Sales, Finance, and Revenue Operations.
• Maintain standard operating procedures, checklists, templates, approval matrices, and operational documentation.
• Identify recurring issues and recommend practical improvements across quoting, approvals, booking, and handoff workflows.
• Support month- and quarter-end bookings close, sales-order reconciliations, and audit requests.

• Bachelor's degree in Business, Finance, Accounting, Analytics, Information Systems, or a related field; equivalent experience considered.
• 0–2 years of experience in Revenue Operations, Sales Operations, Deal Desk, Order Management, Commercial Operations, Finance, or a related function.
• Strong attention to detail, organization, and follow-through.
• Familiarity with Salesforce, CRM or CPQ, ERP or order-management systems, SaaS pricing, or commercial contracts preferred.
• Basic proficiency in Microsoft Excel or Google Sheets; formulas and lookups are a plus.
• Strong written and verbal communication skills with a service-oriented approach.
• Ability to follow procedures, assess transaction completeness, and accelerate appropriately.
• Ability to manage multiple requests and period-end volume in a deadline-driven sales environment.
• Demonstrated commitment to data accuracy, process compliance, and operational excellence.

• Quotes, sales orders, and approvals are accurate and completed within established service levels.
• Deal Desk operations enable timely, compliant, and scalable deal execution.
• Booking and order packages are accepted by Billing and Accounting with minimal rework.
• Account, quote, contract, order, renewal, and booking records are accurate and audit-ready.
• Sales Operations and Deal Desk queues remain current; risks and exceptions are…