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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 operations, including quote-to-cash processes, contract workflows, and sales productivity enhancement. Proficient in utilizing Salesforce and CPQ systems to optimize deal structures and manage billing effectively.
Highest-signal resume keywords
Deal Desk ExperienceSalesforce ProficiencyCPQ KnowledgeProject Management SkillsExceptional Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Quote-To-Cash ProcessesContract Workflow ManagementDeal Structure OptimizationSOP DevelopmentData Enrichment Tools
Soft Skills
Problem-SolvingAutonomyCollaboration
Tools & Technologies
SalesforceCPQBilling Systems
Industry Keywords
SaaSSales ProductivityOperational ProceduresApproval Policies
About the role
Key responsibilities & impact- Review and approve quotes and contract workflows within policy; escalate exceptions with clear context.
- Enable product tiers, configure accounts, manage trial extensions, and coordinate billing.
- Provide guidance to AEs on deal structure, approval requirements, and process.
- Document learnings and help build SOPs and escalation guides.
- Optimize, streamline, and automate quote-to-cash processes.
- Serve as a subject matter expert on deal constructs, operational procedures, approval policies, and controls.
- Work with Sales, Legal, Accounting, and cross-functional leadership to streamline workflows and enhance sales productivity.
Requirements
What you’ll need- 1+ years in a Deal Desk environment, preferably in a high growth SaaS company.
- Experience with Salesforce, CPQ, and other sales-related systems, including pricing and data enrichment tools.
- Exceptional communication skills, written and verbal.
- Excellent project management instincts, with an ability to manage multiple projects at one time.
- “Get things done” mentality; ability to dissect problems, identify solutions, and drive solutions to completion with a high degree of autonomy.
Benefits
Comp & perks- Flexible PTO
- Centralized home-office equipment ordering
- Health and wellness stipend
- Budget for intra-office travel
- Weekly coffee stipend
- 100% medical, dental & vision insurance coverage for you, with partial coverage for dependents
- One Medical annual membership
- 401(k), including employer match on contributions made while employed by Ramp
- Fertility HRA (up to $10,000 per year)
- Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay
- Pet insurance
- In-office perks: lunch, snacks, drinks, and more
- Relocation expense coverage to NYC or SF (if needed)
- Equity
