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Deal Desk Specialist

Job in Whitefield, Haskell County, Oklahoma, 74472, USA
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
Salary/Wage Range or Industry Benchmark: 50000 - 65000 USD Yearly USD 50000.00 65000.00 YEAR
Job Description & How to Apply Below
Location: Whitefield

Job Title: Deal Desk Specialist (Entry-Level)

Location: Bangalore

Job Type: Full-Time

Position Summary

We 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.
Order Processing, Coordination & Fulfilment
  • 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.
Policy Compliance & Audit Support
  • 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.
Process Optimization & Cross-Functional Collaboration
  • 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.
Qualifications
  • 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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