Deal Desk Specialist

Overview

The organization is hiring a Deal Desk Specialist to support Sales at an inflection point where new products, pricing models, and acquisitions increase deal complexity. This role ensures deals are fast, well-structured, and compliant so Sales can close with confidence and Finance, Tax, and Legal can trust what gets booked.

This position sits at the intersection of Sales and Finance, with a focus on deal velocity, revenue quality, and the health of the Quote-to-Cash process.

Responsibilities

In your first year, you will focus on:

• Deal Velocity: Review and help ensure pricing, discounting, and deal structure are approved quickly and correctly so Sales spends more time selling.
• Risk & Compliance: Spot contract risks before signature and ensure deals align with ASC 606 and internal approval policies.
• Quote-to-Cash Excellence: Support end-to-end cleanliness of the Salesforce/CPQ Quote-to-Cash process, ensuring it is documented, consistent, and easy to follow; help catch and fix issues before they reach customers or the books.
• Cross-Functional Partnership: Partner with Sales, Finance, Tax, and Legal using a shared deal playbook, including training teams on deal best practices and clarifying when and how to engage Deal Desk.
• Scalable New Programs: Operationalize new products, pricing models, and acquisitions from day one, with processes in place before volume arrives.

Requirements (Minimum Qualifications)

• Bachelor’s degree in Business Administration, Finance, Accounting, or Economics
• 4+ years of experience in Deal Desk, Auditing, Finance, Partnerships, Brand Management, and/or Revenue Accounting
• Experience working with sales organizations and communicating across the sales team and outside vendors
• Ability to read complex contracts and evaluate risk
• Understanding of ASC 606
• Understanding of Quote-to-Cash processes in SFDC/CPQ
• Proficiency in Excel
• Strong analytical, organizational, and time management skills with excellent attention to detail
• Experience using AI solutions to enhance current processes and workflows

Preferred Qualifications

• Salesforce experience
• CPQ experience
• Experience with Google Workspace (Docs, Sheets, Slides)

Compensation & Benefits

• The role is remote.
• Base pay range for US-based candidates depends on permanent work location (listed below). Offers may vary based on candidate experience and skills required.
• This role is eligible for a new hire equity grant as well as annual refresh grants.

US base pay ranges:

• CA, NY, CT, NJ: $124,000—$131,000 USD
• WA: $119,000—$125,500 USD
• OR, DE, ME, MA, MD, NH, RI, VT, DC, PA, VA, CO, TX, IL, HI: $114,000—$120,500 USD
• All other states: $104,000—$109,500 USD

Location

Remote. Flex First approach allows employees to choose where they do their best work (home, an office, or other preferred locations) while staying connected through regular in-person events.