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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in deal structuring, pricing strategies, and compliance within B2B SaaS environments. Proficient in using Salesforce and CPQ tools to streamline deal workflows and enhance operational efficiency.
Highest-signal resume keywords
Deal Desk ExperiencePricing and Discounting KnowledgeSalesforce ProficiencyStakeholder Management 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 StrategiesContract ReviewEscalation ManagementProcess ImprovementAutomation InitiativesB2B SaaS ExperienceCommercial JudgementRevenue RecognitionCompliance Management
Soft Skills
Strong CommunicationOrganizational SkillsCollaborationCuriosityProblem-Solving
Tools & Technologies
SalesforceCPQ ToolsCRM SoftwareWorkflow Automation ToolsReporting Tools
Industry Keywords
Sales OperationsCommercial OperationsMid-Market DealsEnterprise DealsB2B
About the role
Key responsibilities & impact- Serve as the main Deal Desk contact for North America Sales
- Support deals from quote to signature across SMB, mid-market, and enterprise opportunities
- Structure and price complex and non-standard deals
- Apply pricing and discounting guidelines and manage non-standard pricing approvals
- Escalate exceptions with clear recommendations
- Review quotes, order forms, and contract terms for accuracy and compliance
- Act as the first line of defence on non-standard terms and redlines before involving Legal or Finance
- Handle tickets and approvals accurately and promptly to keep deals moving
- Partner with Sales Executives, Regional Team Leads, and Sales leadership
- Collaborate with Legal, Finance, and Sales Operations on non-standard deals, revenue recognition, and business risk
- Communicate clearly across time zones and set expectations
- Share knowledge with colleagues and support newer analysts
- Use CRM and CPQ tooling such as Salesforce to run deal workflows
- Identify opportunities to reduce manual effort
- Contribute to process improvement, automation, and AI initiatives
- Test new tools and workflows
- Support reporting and governance on SLAs, deal velocity, and policy adherence
Requirements
What you’ll need- Typically 4+ years of experience in deal desk, sales operations, or commercial operations in B2B SaaS
- Experience supporting both mid-market and enterprise deals is ideal
- Strong knowledge of pricing, discounting, and deal structuring
- Good commercial judgement and confidence making recommendations
- Comfort reviewing contract terms and redlines
- Ability to identify when to escalate issues to Legal or Finance
- Hands-on experience with Salesforce and CPQ or quoting tools
- Strong communication and stakeholder management skills
- Ability to work across Sales, Legal, and Finance
- Excellent attention to detail and organisation in a fast-paced, high-volume environment
- Ownership and curiosity about automation and AI
- Ability to work in person 3 days per week and live within commuting distance of a hub
- English resume submission requested; English is the official office language
Benefits
Comp & perks- Competitive compensation and equity ownership in Perk
- 20 vacation days and 12 public holidays
- Three medical plans with company contributions and an HSA when enrolling in an HDHP medical plan
- Dental, vision, and Wellhub gym subscription from start date
- Life and disability policies from start date, with voluntary buy-up options
- 401(k) plan with company matching contributions
- Partner discounts on pet insurance
- Perk events, including an annual summer party
- Spring Health access to 12 therapy and 12 coaching sessions for employees and loved ones
- 12–16 weeks’ paid parental leave
- 16 paid hours per year for volunteering
- Up to 20 “Work from Anywhere” days per year
- Four-week fully paid sabbatical after 5 years
- Relocation support to one of the company hubs
