Deal Desk Specialist
Supports global sales teams by managing deal workflows, resolving closing blockers, maintaining systems and documentation, and improving sales processes. The role requires a bachelor’s degree, at least two years of relevant experience, strong analytical skills, and Salesforce CPQ proficiency.
About the job
Responsibilities
- Serve as a trusted advisor and go-to resource for Sales teams, solving complex problems across order-to-cash processes.
- Educate Sales teams on process, policy, and best-practice changes.
- Train, mentor, and educate Deal Desk team members.
- Intake and triage the Deal Desk Salesforce queue.
- Prioritize workload and respond with urgency.
- Identify sales process improvements and support enablement efforts.
- Support global sales teams with manual order forms, deal guidance, system updates, and reporting.
- Identify and resolve issues that could prevent deals from closing.
- Escalate deal-threatening issues when needed.
- Track and follow up on system issues through resolution.
- Maintain deal enablement documentation.
- Drive data-quality assurance projects across sales operations.
- Support new sales program initiatives.
Requirements
- Bachelor’s degree.
- 2+ years of experience in Sales Operations, Sales Enablement, or Deal Desk.
- Strong analytical, organizational, time-management, and problem-solving skills.
- Excellent interpersonal and communication skills.
- Ability to process high transaction volumes accurately and with integrity.
- Ability to work effectively in a fast-moving, collaborative environment.
- Flexibility to extend or shift working hours as needed.
Nice-to-haves
- Proficiency with Salesforce CPQ, Google products, and Microsoft Office products.
- Strong business acumen and attention to detail.
Compensation and Benefits
- Base salary range: $75,000–$125,400 USD.
- Potential eligibility for bonus, commission, equity, and benefits.
- Comprehensive benefits package.
- Flexible work arrangements.
- Company equity and ESPP eligibility may apply.
- Retirement or pension plan.
- Paid vacation, holidays, and sick leave.
- Wellness days and companywide paid days off.
- Paid parental leave.
- Paid volunteer time off.
- Company hack weeks.
- Mental wellness programs.
Work Arrangement
- Hybrid schedule requiring attendance at the San Francisco office twice per week.
Skills
Salesforce Cpq, Salesforce, Google Workspace, Microsoft Office, Sales Operations, Sales Enablement, Deal Desk, Order-To-Cash, Data Quality Assurance
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