Deal Desk Specialist
Core
Support operational execution of sales deals from quote creation through contract processing and documentation, ensuring accuracy and compliance across Salesforce CPQ and NetSuite.
Role type
Junior IC Deal Desk Specialist
Builds
Accurate quotes, contracts, and legal paperwork for sales transactions
Domain
Sales Operations / Deal Desk
Deliverable
product features
Required skills
Salesforce CPQ, NetSuite, Microsoft 365 (Excel, Word, PowerPoint, Outlook), process documentation, contract review, workflow optimization
Preferred skills
Healthcare industry experience, structured problem-solving, automation initiatives
Responsibilities
Review and process incoming deal requests to ensure compliance; Create proposal documents and legal paperwork; Partner with Sales, Finance, and Legal teams to execute quotes; Identify opportunities to improve processes and optimize workflows; Develop expertise in core Deal Desk process areas like Quote Building or Finance Check
Seniority
Junior, hands-on IC
