Deal Desk Specialist
Job in
Whitefield, Haskell County, Oklahoma, 74472, USA
Listed on 2026-06-30
Listing for:
Alumni Ventures
Full Time
position Listed on 2026-06-30
Job specializations:
-
Business
Business Administration, Sales Analyst, CRM System -
Sales
Sales Development Rep/SDR, Business Administration, Sales Analyst, CRM System
Job Description & How to Apply Below
Job Title: Deal Desk Specialist (Entry-Level)
Location: Bangalore
Job Type: Full-Time
Position SummaryWe are seeking a highly organized and detail-oriented Deal Desk Specialist to support our Sales team with quote creation, pricing validation, and contract accuracy. This entry-level role will ensure smooth deal execution by maintaining data integrity in Salesforce, aligning quotes with pricing policies, and collaborating across teams for timely processing and delivery.
Key Responsibilities Quote & Deal Management- Assist Sales with creating and updating quotes, ensuring alignment with pricing guidelines, discounting policies, and contract terms.
- Review sales contracts and order forms for accuracy, completeness, and required approvals.
- Validate quotes and configurations, including SKUs, pricing, and terms, for compliance with internal policies.
- Provide real-time support to Sales on deal structure and approval workflows.
- Maintain accurate opportunity and quote data in Salesforce.
- Manage the end-to-end process from quote acceptance through order submission.
- Validate order readiness, including billing details, legal documentation, and PO requirements.
- Collaborate with Order Management, Finance, and Legal to ensure timely booking, invoicing, and fulfillment.
- Coordinate the post-booking handoff to Fulfillment and Provisioning teams to ensure ordered products, subscriptions, and services are delivered, activated, and provisioned accurately and on schedule.
- Track orders through fulfillment to confirm successful delivery and resolve any holds or exceptions that could delay customer go-live.
- Serve as the point of contact between Sales, Order Management, and Fulfillment to keep all parties aligned on delivery timelines, requirements, and status.
- Enforce internal sales policies related to pricing, discounting, and contracting.
- Identify and manage deal exceptions, ensuring appropriate approvals are obtained.
- Support audit and reporting efforts by maintaining complete and accurate deal documentation.
- Identify inefficiencies and recommend improvements in the quote-to-order process.
- Contribute to development and updates of Deal Desk playbooks, policies, and training resources.
- Partner with Sales Ops, Legal, Finance, and Customer Success to streamline systems and workflows.
- Bachelor’s degree or equivalent experience in business, finance, operations, or related field.
- Strong attention to detail with excellent organizational and communication skills.
- Familiarity with Salesforce or other CRM platforms is preferred.
- Basic understanding of sales operations, pricing models, or contract workflows is a plus.
- Proficient in Microsoft Excel, Word, and related business tools.
- Comfortable working cross-functionally in a fast-paced environment.
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