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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in deal desk management, including deal structuring, pricing, and quoting, while leveraging strong analytical skills to optimize processes and enhance accuracy. Proficient in Salesforce and CPQ, with a solid understanding of SaaS metrics and commercial concepts.
Highest-signal resume keywords
Deal Desk ManagementSalesforce ExperienceCPQ ProficiencyAnalytical SkillsAttention to Detail
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 StructuringPricing AnalysisQuotingSaaS MetricsDiscountingOrder ManagementData AnalysisCommercial StandardsTransaction ManagementRevenue Operations
Soft Skills
Problem-SolvingCommunication SkillsOrganizational SkillsRelationship BuildingStakeholder Management
Tools & Technologies
SalesforceCPQBusiness Systems
Industry Keywords
Sales OperationsRevenue OperationsFinanceSales SupportARRBookingsRecurring Revenue
About the role
Key responsibilities & impact- Own the deal desk and order management process
- Serve as the primary point of contact for Sales and Account Management on deal structure, pricing, quoting, and approvals across new business, expansion, and renewal opportunities
- Structure, review, and process deals based on established commercial standards, including non-standard discounts, payment terms, and multi-year structures
- Maintain sources of truth for deal requirements, sales templates, and approval matrices
- Review closed deals, amendments, and cancellations for completeness and accuracy within Salesforce
- Partner with RevOps on Salesforce, CPQ, and operational implications; Finance on pricing and discounting; and Legal on non-standard terms
- Build trusted cross-functional relationships and support commercial process decision-making
- Analyze deal data to identify trends in discounting, structures, and approval patterns
- Identify opportunities to automate or simplify processes, improve deal turnaround time and accuracy, and reduce operational friction
- Develop enablement materials and support Sales training on deal desk processes and best practices
- Manage Deal Desk and take ownership of new projects as assigned
Requirements
What you’ll need- 4+ years of experience in Deal Desk, Sales Operations, Revenue Operations, Finance, Sales Support, or a related analytical/commercial role
- Strong analytical and problem-solving skills, with the ability to understand both the details and the broader business implications of a deal
- Working knowledge of SaaS metrics and commercial concepts, including ARR, bookings, recurring revenue, and discounting
- Exceptional attention to detail and a high standard for accuracy
- Excellent communication skills and the ability to work effectively with stakeholders across Sales, Finance, RevOps, Legal, and other functions
- Strong organizational skills and the ability to manage multiple transactions and priorities simultaneously in a fast-paced environment
- Comfort working with business systems
- Experience with Salesforce required
- Experience with CPQ strongly preferred
- Finance or FP&A background a plus
Benefits
Comp & perks- Annual bonuses or commission awards
- Equity awards
- 401K with an employer match
- Health, dental, vision, life insurance, and short-term and long-term disability coverage
- Flexible spending account for health care and dependent care
- Wellness Reimbursement
- Work from Home Reimbursement
- Flexible vacation policy
- Parental leave program
- Company Issued Laptop