Deal Desk Specialist

Role Overview

We are seeking a highly organized and detail-oriented Deal Desk Specialist to support our Sales team with quote creation, pricing validation, and contract accuracy. This entry-level role will ensure smooth deal execution by maintaining data integrity in Salesforce, aligning quotes with pricing policies, and collaborating across teams for timely processing and delivery.

What You Will Do

Assist Sales with creating and updating quotes, review sales contracts and order forms for accuracy, validate quotes and configurations, provide real-time support to Sales on deal structure and approval workflows, maintain accurate opportunity and quote data in Salesforce, manage the end-to-end process from quote acceptance through order submission, validate order readiness, collaborate with Order Management, Finance, and Legal to ensure timely booking, invoicing, and fulfillment, coordinate the post-booking handoff to Fulfillment and Provisioning teams, track orders through fulfillment to confirm successful delivery and resolve any holds or exceptions that could delay customer go-live.

Why It Might Be a Fit

Strong attention to detail with excellent organizational and communication skills, familiarity with Salesforce or other CRM platforms is preferred, basic understanding of sales operations, pricing models, or contract workflows is a plus, proficient in Microsoft Excel, Word, and related business tools, comfortable working cross-functionally in a fast-paced environment.

Requirements

• Bachelor’s degree or equivalent experience in business, finance, operations, or related field
• Strong attention to detail with excellent organizational and communication skills
• Familiarity with Salesforce or other CRM platforms is preferred
• Basic understanding of sales operations, pricing models, or contract workflows is a plus
• Proficient in Microsoft Excel, Word, and related business tools

Tagged as: Deal Desk