Deal Desk Specialist I - REMOTE

About the role

About Our Client: The organization operates in the healthcare SaaS industry, providing software solutions and predictive analytics that support patient care across the continuum from hospital to home. It addresses challenges in healthcare by helping caregivers leverage data to improve patient outcomes. The company is a high-growth and profitable entity that values a flexible work environment and employee well-being.

About the Opportunity: The DEAL DESK SPECIALIST I is responsible for executing quote building, contract processing, client data maintenance, and documentation workflows to ensure deal accuracy and compliance with policies. This role collaborates with Finance, Sales, and Legal teams to process deal requests and develops expertise in core operations. It contributes to process improvements and handles increasingly complex deal scenarios, playing a key role in supporting deal execution.

Responsibilities

• Review and process deal requests ensuring accuracy and compliance
• Engage with Sales and cross-functional teams to clarify deal details
• Create proposal and legal documents in Salesforce CPQ
• Support execution of quotes and contracts with relevant departments
• Assist Deal Desk team members with contract-related inquiries
• Participate in departmental projects and own assigned tasks
• Identify opportunities for workflow and process improvements
• Develop expertise in areas such as Quote Building, Finance Check, Legal Check, Cancellations, and Site Action Requests (SARs)

Requirements

• Bachelor’s degree in Business or related field, or equivalent professional experience (1-3 years in Deal Desk, Sales Operations, or Order Management; healthcare experience preferred)
• Strong critical thinking, problem-solving, and judgment skills
• Effective communication and relationship-building abilities
• Proficiency in enterprise systems like Salesforce CPQ and NetSuite
• Detail-oriented with strong organizational and time management skills
• Collaborative and adaptable to changing priorities
• Ability to manage multiple tasks and meet deadlines in high-volume settings
• Process-oriented with interest in workflow optimization
• Experience with Salesforce CPQ or equivalent CRM
• Proficiency in Microsoft 365 applications (Excel, Word, PowerPoint, Outlook)

Pay

Salary Range: $52,000.00 - $65,000.00 USD

Benefits

• Work-from-anywhere environment
• Unlimited paid time off
• Comprehensive benefits package
• Educational assistance
• Employee referral bonus
• Progressive parental leave