Deal Desk Associate
New
R
Remote - Referral BoardHR SaaS
EMEA | LATAM, Must work split-day coverage overlapping EMEA and AMER time zones.Full-TimeEntry
Salary$24,550 — $55,300 USD
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Job Details
- Languages
- Fluent English
- Required Skills
- Artificial IntelligenceSalesforce
Requirements
- Experience in Deal Desk, Sales Operations, Revenue Operations, Order Management, or a related operational role.
- Hands-on experience with Salesforce.
- Experience with CPQ tools strongly preferred.
- Basic understanding of Quote-to-Cash processes and order management principles.
- Proven ability to manage high-volume tasks accurately during peak periods.
- Strong organizational skills and ability to multitask and prioritize.
- Self-starter capable of following structured workflows while flagging improvement opportunities.
- Demonstrated automation and AI capabilities.
- Fluent in written and spoken English.
- Willingness to work a mandatory split-day schedule covering EMEA and AMER time zones.
Responsibilities
- Manage Closed Won processing and order management for accuracy and timely execution.
- Build standard quotes in CPQ and process Order Forms in compliance with pricing and approval policies.
- Resolve Deal Desk cases related to technical and process inquiries, including account maintenance.
- Maintain accurate Salesforce account and order records throughout the deal lifecycle.
- Monitor the Deal Desk queue and respond to Sales requests within defined SLAs.
- Coordinate with senior team members on complex or escalated cases.
- Contribute to the continuous improvement of Deal Desk SOPs and internal documentation.
- Support month-end and quarter-end close activities to ensure timely deal processing.
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