Deal Desk Specialist (SaaS)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
TL;DR
Deal Desk Specialist (SaaS): Oversee and optimize sales processes within the deal desk function, ensuring deals are structured and executed efficiently with an accent on pricing integrity, contract compliance, and smooth deal flow. Focus on managing quote-to-order processes, resolving escalations, and collaborating with sales, finance, and legal teams.
Location: Remote, U.S. based. All team members must pass a background check including criminal, employment, and education verification.
Salary: $80,000-$85,000 (dependent on skills, experience, competencies, and location).
Company
builds a national network and software platform connecting community-based organizations, government agencies, and healthcare providers to collaborate on whole-person health services.
What you will do
- Advise sales on complex deal structures, pricing models, and contractual terms.
- Manage end-to-end quote-to-order process, including creating, reviewing, and approving quotes and contracts.
- Handle non-standard deal requests and escalations, guiding sales through approvals and processes.
- Build and maintain Deal Desk playbooks and training materials.
- Validate pricing strategies, ensure contract compliance with policies and legal requirements.
- Leverage CRM tools like Salesforce to track deals, manage progress, generate reports, and maintain data integrity in CPQ workflows and SKU creation.
- Identify workflow improvements and train sales teams on best practices.
Requirements
- U.S. based (remote).
- 1β3 years in Sales Operations, Finance, or Deal Desk.
- Strong knowledge of Salesforce, CPQ tools (e.g., Salesforce CPQ), and contract management systems.
- SaaS, technology, or software industry experience in operational or data analyst role preferred.
- Analytical skills, critical thinking, attention to detail, ability to work under pressure.
Culture & Benefits
- Medical, dental, vision insurance with unlimited virtual mental health and acute medical visits.
- Flexible time off including volunteer and mental health days, plus 14 paid company holidays.
- Paid parental leave (including adoptive parents).
- 401(k) with employer match, immediate vesting, HSAs, FSAs, commuter benefits.
- Wellness benefits: EAP, wellness platform, life/AD&D, disability, accident, pet insurance.
- Work-from-home equipment provided: computer, mouse, keyboard, and approved supplies.
- Employee Resource Groups (e.g., Military Veterans).
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β