Deal Desk Specialist
J
JobgetherSales Operations
Based in the United StatesFull-TimeMiddle
Salary$52,000–$65,000 USD per year
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Job Details
- Experience
- 1–3 years
- Required Skills
- Microsoft ExcelNetSuiteProcess improvementCRM
Requirements
- Bachelor's degree in Business or a related field, or equivalent professional experience.
- 1–3 years of relevant experience in Deal Desk, Sales Operations, Order Management, or a similar function.
- Strong critical-thinking and problem-solving abilities with sound judgment.
- Experience with Salesforce CPQ or an equivalent CRM platform.
- Demonstrated ability to learn and navigate enterprise systems such as Salesforce CPQ and NetSuite.
- Proficiency with Microsoft 365 applications, including Excel, Word, PowerPoint, and Outlook.
- Excellent communication and relationship-building skills across all organizational levels.
- Strong attention to detail, organization, and time-management skills.
- Ability to manage multiple concurrent tasks and meet deadlines in a fast-paced environment.
- Process-oriented mindset with an interest in identifying and implementing workflow improvements.
Responsibilities
- Review and process incoming deal requests from Sales using Salesforce CPQ and NetSuite, ensuring accuracy and policy compliance.
- Work proactively with Sales and cross-functional teams to resolve transaction questions and facilitate timely processing.
- Create proposal documents and legal paperwork in Salesforce CPQ for submitted quotes.
- Partner with Sales, Finance, and Legal teams to support the execution of quotes and contracts.
- Provide operational support and guidance to Deal Desk team members regarding contract-related terms.
- Support departmental projects and identify opportunities for workflow optimization and process automation.
- Develop recognized expertise in core process areas such as Quote Building, Finance Check, or Legal Check.
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