Deal Desk Specialist
Core
Structure complex B2B SaaS deals, build quotes, manage approvals, and ensure clean booking for global Account Executives and Account Managers.
Role type
Senior IC Deal Desk Specialist (Sales Operations)
Builds
Non-standard pricing packages, quotes, and compliant agreements for global B2B SaaS customers.
Domain
B2B SaaS Sales Operations / Revenue Operations
Required skills
Deal Desk operations, Salesforce CPQ, SaaS contract terms, SaaS metrics (ACV/TCV/ARR), Google Sheets, Generative AI tools
Preferred skills
Experience in fast-growing B2B SaaS, coaching Deal Desk Coordinators, cross-functional partnership with Finance/Legal
Technologies
Salesforce CPQ, Salesforce (Accounts/Opportunities), Google Workspace (Sheets/Docs/Slides), ChatGPT, Claude
Responsibilities
Design pricing and packaging for non-standard deals; generate and review quotes in Salesforce CPQ; manage approval workflows and discount thresholds; triage non-standard contract terms with Legal; structure renewals and amendments; validate closed-won deals for booking; guide and support the Deal Desk Coordinator; analyze deal data and report on trends; maintain pricing guidelines and SOPs; recommend system improvements; train sales teams on deal processes; utilize AI tools to augment workflows and triage contracts.
Seniority
Mid-Senior, hands-on IC
