Deal Desk Specialist - Remote

Overview

The Deal Desk Specialist will support the sales team by preparing accurate quotes and ensuring smooth operations, contributing to customer satisfaction and team collaboration.

In Short

• Prepare accurate quotes based on customer requests.
• Collaborate with sales reps to clarify details and meet deadlines.
• Assist with quote questions and best practices.
• Communicate company policies and procedures effectively.
• Ensure data accuracy in CRM and order systems.
• Provide responsive support to the sales team.
• Work with various departments to resolve issues.
• Maintain a customer-first attitude.
• Juggle multiple tasks efficiently.
• Support sales operations and compliance.

Requirements

• Bachelor’s degree or equivalent experience.
• Strong attention to detail and organizational skills.
• Experience with Salesforce and CPQ desired.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office (Excel, Word, Outlook).
• Quick learner of Salesforce or CPQ systems.
• Customer-first mindset with a can-do attitude.
• Ability to manage multiple tasks effectively.
• Experience in customer service or sales support is a plus.
• Familiarity with ERP, CRM, or quoting tools is beneficial.

Benefits

• Supportive team environment focused on growth.
• Opportunities to learn and develop sales operations skills.
• Collaborative work culture.
• Engagement with multiple departments.