Role Overview
You will serve as the quote-to-order expert, guiding Sales Reps through the process, ensuring pipeline accuracy, and processing orders in Salesforce. You will work across the global sales organization alongside Sales Leadership, Legal, and Finance to strategize on the best contract vehicles for simple and complex transactions with new and existing customers.
What You Will Do
Guide Account Executives through the deal configuration, structuring, approval, and quoting process. Build deal desk pricing sheets to drive quote configuration where necessary. Ensure all quotes are approved within pricing and discount policies, and are accurate in Salesforce.
Why It Might Be a Fit
You will thrive in this role if you have a strong foundation in Deal Desk, Sales Operations, Finance, or Revenue Accounting, with direct experience in SaaS sales environments. You are proficient in Excel or Google Sheets, Salesforce.com, and AI tools. You bring detail-oriented organizational skills and a solutions-based approach to problem solving.
Requirements
- 1–4 years of experience in Deal Desk, Sales, Sales Operations, Finance, and/or Revenue Accounting
- Experience with direct SaaS sales ecosystems and ability to create quotes for the Sales team
- Proficient with Excel or Google Sheets
- Proficient with Salesforce.com
- Proficient with AI tools
- Detail-oriented organizational skills and solutions-based problem solving
Benefits
- Equal employment opportunity and affirmative action employer
- Equal opportunity to everyone for employment based on individual performance and qualification
To apply for this job please visit job-boards.greenhouse.io.
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