Deal Desk AMER

Responsibilities

• Own DealHub (CPQ) issue escalation — investigate, coordinate across teams, and drive fixes so reps are never blocked
• Keep Salesforce and Control Panel clean by identifying and resolving duplicate accounts and field errors
• Monitor new and recently closed opportunities to ensure accurate opportunity types, ownership, and metadata
• Track Stage 0 pipeline proactively, flagging gaps and following up to keep deals moving
• Maintain the weekly RVP report, keeping data current for Sales Ops analysis and distribution
• Maintain rep assignment logic and the Sales Assignment Calculator, ensuring accounts always route to the right owner as territories and teams evolve
• Own internal metadata files, keeping reference data accurate and accessible
• Run regular Salesforce hygiene checks across accounts, contacts, opportunities, and activities
• Audit active accounts for valid, up-to-date contracts tied to the latest Closed Won opportunity; flag and resolve gaps with the right teams
• Lead resolution when customers are billed incorrectly — coordinate with Finance, Billing, and CS to issue credits and document outcomes
• Handle ad hoc billing requests and one-time customer fixes

Requirements

• Entry-level/junior role — we're looking for potential, not a long resume
• Tech-savvy with strong process-oriented thinking
• Excellent people skills and a genuine service mindset
• Highly detail-oriented and comfortable owning follow-through
• Experience with quoting/CPQ systems is a plus; DealHub experience is a bonus