Deal Desk Specialist - Remote

Overview

The Deal Desk Specialist partners with Sales, Finance, Operations and Legal teams to facilitate the Order to Cash process. You will ensure that the deal cycle is in compliance with internal policies, legal guidelines and revenue recognition standards from start to finish. You are able to maintain these company and industry guidelines while also assisting the sales team with complex deal structures to help close deals.

In Short

• Review/Approve non-standard deal requests in DealHub related to special terms, payment terms, discounts, etc.
• Work closely with the Legal team to address EULA modifications to be included on deals
• Cross-train with Billing team to assist with order processing which consists of order form review, subscription set up and provisioning
• Maintain EOM outstanding deal reports and follow up with AEs and their managers as needed
• Work with Sales Operations to make changes in DealHub that may be related to new policies, product offerings, pricing strategies or increased efficiency
• Performs other duties and responsibilities as assigned

Requirements

• 1-2 years Deal Desk experience, supporting a sales org
• Experience with a CPQ tool (DealHub preferred) and Salesforce
• Attention to detail
• Excellent written and verbal communication skills
• Able to prioritize and balance multiple tasks; strong organizational and time management skills are required
• Approachable
• Solution oriented

Benefits

• Collaborative, kind, and curious community
• Flexible full-time work that is hybrid remote
• Comprehensive benefits package, including medical, dental, and vision insurance
• 401(k) plan to prepare for financial future
• Unlimited PTO for work-life balance
• Opportunity for growth and advancement