Deal Desk Specialist

The Deal Desk Specialist will support the worldwide B2B Revenue organization and will play a critical role in streamlining the sales process by ensuring accurate and efficient deal structuring, approvals, and contract management. This position will serve as a key liaison between the business development, customer success, legal, and finance teams, providing expert guidance and support to facilitate successful and timely deal closures.

Responsibilities:

• Sales Enablement:

  • Act as the single point of contact and a subject matter expert on all questions related to deal management.

  • Provide continuous training and support to the sales team on CRM, internal processes and policies.

  • Maintain standard operating procedures (SOPs) and sales enablement materials related to deal desk processes.

• Deal Structuring and Review:

  • Evaluate and analyze proposed deals for financial viability, compliance, and risk assessment in accordance with SOPs.

  • Provide guidance to sales representatives on optimal deal structures, pricing, discounting, and terms.

  • Create and maintain accepted deal templates and documentation.

• Approval Management:

  • Manage the end-to-end deal approval process, ensuring adherence to company policies and procedures.

  • Review and approve non-standard deal terms and conditions.

  • Coordinate with relevant stakeholders (legal, finance, etc.) to timely obtain necessary approvals.

  • Track and monitor deal approval progress, identifying and resolving potential bottlenecks.

• Data Management:

  • Run a pipeline review cadences and maintain data hygiene.

  • Pro-actively check data to ensure data integrity and accurate forecasting.

  • Ensure accurate and timely data entry into CRM and other relevant systems.

  • Ensure accurate data input through automated workflows, diagnose errors, and rectify data as necessary.

  • Review and ensure accuracy of sales contracts and related documentation.

• Process Improvement:

• Identify opportunities to streamline deal management and deal approval processes.

• Support system and process modifications.

Requirements:

• Bachelor's degree in business, finance, or a related field.

• Understanding of sales processes and contract management.

• Understanding of data management principles and practices.

• Excellent problem-solving skills.

• Strong attention to detail and accuracy.

• Excellent communication and collaboration skills.

• Ability to work effectively in a fast-paced environment.

• Knowledge of legal and financial terms related to sales agreements.

• Commitment to a fixed work schedule and ensuring SLA compliance.

• Interest in long-term development in global revenue operations.

Preferred Qualifications:

• Familiarity with CRM systems (e.g., Salesforce, HubSpot) and contract management tools

• Experience in a deal desk, or similar role.

• Foundational knowledge of SaaS data management principles.