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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the Deal Desk function, including pricing discipline, contract management, and collaboration with Sales and Finance. Proficient in Salesforce administration and familiar with SaaS metrics and quoting tools to support strategic deal guidance.
Highest-signal resume keywords
Deal Desk ManagementSalesforce AdministrationSaaS Metrics KnowledgeAdvanced Excel SkillsContract Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Deal Desk ManagementSalesforce AdministrationCPQ ToolsSaaS MetricsAdvanced ExcelData PrecisionContract LanguageDocumentation SkillsOrder ManagementQuote Building
Soft Skills
Strategic GuidanceCollaborationPrioritizationCommunicationProblem-Solving
Tools & Technologies
SalesforceCPQ ToolsGoogle SheetsE-Signature WorkflowContract Repository
Industry Keywords
SaaSRenewalsDiscount RequestsPublic-Sector ProcurementRFP PricingCooperative PurchasingFiscal-Year Budget CyclesBoard-Approval TimelinesRevenue RecognitionMonth-End Close
About the role
Key responsibilities & impact- Own the end-to-end Deal Desk function across new business, expansions, and renewals
- Partner with Sales, Customer Success, and Partnerships to provide strategic deal guidance, ensure pricing discipline, and mitigate contractual risk
- Serve as the primary escalation point for deal-related questions
- Build and review quotes for Sales, Customer Success, and Partnerships
- Advise reps and CSMs on packaging, multi-year structures, ramp schedules, and bundling
- Review discount requests against approval thresholds and escalate exceptions with recommendations
- Maintain the price book, product catalog, and quote templates with Finance and Product
- Track Deal Desk turnaround times and uphold published SLAs
- Prepare order forms, renewals, amendments, and co-terms from standard templates
- Triage redlines and non-standard terms and route them to Legal and Finance as needed
- Navigate public-sector procurement, including RFP pricing, cooperative purchasing contracts, purchase orders, fiscal-year budget cycles, and board-approval timelines
- Manage e-signature workflow and verify executed contracts against booked opportunities
- Audit Closed Won bookings before hand-off to Finance and Customer Success onboarding
- Own the contract repository and maintain renewal dates, terms, and uplift clauses in Salesforce
- Partner with Finance on invoicing hand-off, revenue recognition inputs, and month-end close
Requirements
What you’ll need- 5+ years managing Deal Desk or order management at a SaaS company
- Strong Salesforce skills: admin-level configuration (fields, reports, dashboards)
- Familiarity with CPQ or comparable quoting tools
- Experience supporting multiple Sales or CS teams and managing competing priorities
- Working knowledge of SaaS metrics and contract terms: ARR, services, NRR, GRR, pipeline stages, multi-year deals, co-terming, uplifts, renewals
- Advanced Excel or Google Sheets skills (lookups, pivots, reconciliation)
- Precision with numbers, data, and contract language
- Ability to build clear documentation, training, and a request queue with SLAs
- Ability to work remotely in the United States or Canada
Benefits
Comp & perks- Remote and flexible work environment
- Medical, dental & vision insurance
- FSA, HSA, and/or Dependent Care FSA (US)
- Life + AD&D insurance, plus short-term and long-term disability insurance (US)
- Life + disability insurance (Canada)
- 401(k) (US) / RRSP (Canada) with 3.5% match
- 10 company holidays
- 3 wellness days
- Paid vacation time off
- Sick and safe time off
- Paid parental leave
- Paid bereavement leave
- Paid jury duty + civic service leave
- Employee assistance program
- 2 summer days + annual end-of-year "Dimming of the Lights"
- Employee referral bonus program
- Competitive compensation and benefits
- Opportunities to grow as we scale
