Deals Desk Specialist

What You'll Do:

• Deals Desk Support:
• Act as the primary contact for opportunity management—quoting, pricing, approvals, deal structuring, process guidance, SLA’s, etc. 
• Facilitate and track progress on approvals for discounting, non-standard terms, and escalations. 
• Conduct deal reviews for strategic opportunities ensuring smooth transitions and compliance from sales to finance to customer onboarding. 
• Facilitate, draft, and gain approvals for a repository of amended terms and approved language for contract redlines. 
• Partner with Sales, Finance, Legal, and Operations to quickly evaluate and clear exceptions. 
• Ensure accurate entry and validation of quotes in CRM and CPQ systems. 
• Provide frontline support for process and tech questions across the sales org, facilitate answers. 
• Process and Systems support:
• Maintain internal request tracking system accuracy for incoming requests (currently Asana). 
• Supporting work for data hygiene initiatives and cleanup projects as needed. 
• Help document deals desk processes and improve internal SOP. 
• Support adoption with enablement participation as new initiatives are completed. 
• Additional work as assigned. 

What You've Done:

• 1+ years of professional experience and 0-2+ years in sales operations, deals desk, revenue operations, or similar sales-facing role. 
• Working knowledge of sales quoting tools, approval workflows, and CRM. 
• Administration, coordination, or project management experience within sales, legal/ contracts, finance, business operations, or revenue operations. 
• Working knowledge of CRM, ERP, or similar operations software.  
• Experience working cross-functionally with excellent written and verbal communication ability. 
• Able to thrive in a remote-first environment. 

What Stands Out:

• Experience in deal structuring, pricing approval enforcement, and contract operations is strongly preferred. 
• Experience with Nue CPQ and Salesforce CRM. 
• Familiarity with Gong and Asana. 
• Background in B2B SaaS or Software sales organizations. 
• Experience with legal red lines and contract negotiation. 
• Experience in a high-growth setting with a healthy pace of change. 

What We Value:

• We take initiative. We have a culture of ownership and progress over perfection. We proactively drive outcomes with self-motivation and determination. We deliver results that matter for our customers and our team. 
• We get curious. Curiosity moves us forward. We ask questions, try new things, and learn from mistakes. Challenges are opportunities to explore creative solutions that benefit our customers and drive continuous improvement. 
• We work together. We appreciate the power of diverse perspectives. Through open communication, we help one another and leverage our collective expertise for better outcomes. We build trust through teamwork. 
• We embrace change. Change is inevitable; we meet it with agility and resilience. We navigate with courage and find possibility in uncertainty. We adapt for the future, shaping our path with purpose.  
• We choose empathy. We aim to deeply understand the needs of our customers and one another - it's the foundation of our relationships. We assume positive intent and practice mutual respect. We prioritize a culture of belonging because success is a shared journey.

What We Offer

• The salary range for this position is $70,000-$85,000. Additionally, cash compensation for this role includes 5% annual discretionary bonus potential. Salary may vary based on experience, skills, and geographical location. 
• Medical, dental, and vision
• FSA or HSA with company contributions 
• Employer paid STD, LTD, AD&D and life insurance 
• 401k with 4% employer match
• Work-life balance, flexible time off, and remote work options
• Parental leave