Deal Desk Coordinator
Core
Generate accurate quotes, process orders, and manage approval workflows to ensure fast, compliant deals from quote to signed order.
Role type
Deal Desk Coordinator (Sales Operations)
Builds
Accurate quotes, validated orders, and clean data handoffs to Finance.
Domain
B2B SaaS / Technology Sales Operations
Required skills
Salesforce CPQ, Salesforce Sales Cloud, Google Workspace (Sheets, Docs), data analysis (lookups, filters, pivot tables), generative AI tools (ChatGPT, Claude), process documentation
Preferred skills
Experience in Deal Desk, Order Management, or Sales Support, subscription pricing knowledge, renewals handling, AI workflow optimization
Technologies
Salesforce CPQ, Salesforce Sales Cloud, Google Workspace, ChatGPT, Claude
Responsibilities
Generate quotes in Salesforce CPQ from approved pricing and templates; Validate closed-won opportunities and confirm signed orders match quotes; Route deals through approval workflows and track status; Prepare paperwork for standard renewals and amendments; Triage and resolve field requests from Account Executives; Use AI to cross-check quotes and orders for discrepancies; Maintain accurate deal data in Salesforce; Document SOPs and checklists; Partner with Sales Operations, Finance, and Legal teams.
Seniority
Junior to Mid-level, hands-on IC
