Deal Desk Specialist (Deal Desk Team)

About the role

The Sales team is at the forefront of empowering businesses to achieve online visibility and digital marketing success. Through our selling approach and world-class enablement programs, we equip our team with the tools, resources, and training. This is how we keep delivering meaningful results for our customers.

Responsibilities

• Deal Support and Processing
• Assist in the processing of sales requests and ensuring accurate data documentation.
• Review basic sales quotes and proposals for completeness and accuracy.
• Aid in the preparation of standard contract documents.
• Track and update deal progress in relevant systems.
• Quote and Contract Assistance
• Support the generation of sales quotes using CPQ tools under supervision.
• Aid in the organization and distribution of contract documents.
• Respond to basic inquiries related to deal status and documentation.
• Cross-Functional Support
• Aid in communication and coordination between sales, finance, and legal teams.
• Provide administrative support to the Deal Desk team.
• Aid in gathering necessary information for deal approvals.
• Process Compliance and Documentation
• Affirm adherence to company policies and procedures related to deal processing.
• Maintain accurate and organized deal files and records.
• Aid in the documentation of deal desk processes.
• System and Tool Support
• Aid in the use of CRM systems (e.g., Salesforce, Ironclad) and CPQ tools.
• Maintain accurate data within these systems.

About you

• Bachelor's degree in Business, Finance, or a related field is preferred.
• 0-2 years of experience in a deal desk, sales operations or similar role within a SaaS or technology company.
• Basic understanding of sales processes and administrative tasks.
• Familiarity with CRM and ERP systems (e.g., Salesforce, Ironclad) and CPQ tools is a plus.
• Strong attention to detail and accuracy.
• Excellent organizational and time management skills.
• Strong written and verbal communication and interpersonal skills.
• Basic knowledge of the SaaS industry and subscription-based business models is a plus.
• English proficient

Pay

The annual Total Cash Compensation salary range for this position is $70,000 to $100,000. Actual pay within this range depends on several factors, including work location and individual qualifications.