Deal Desk Specialist

Overview

This role supports Sales and Finance by ensuring deals are fast, well-structured, and compliant—so Sales can close with confidence and Finance, Tax, and Legal can trust what gets booked. The position provides a direct line of sight to deal velocity, revenue quality, and the health of the Quote-to-Cash process.

Responsibilities

• Review and approve pricing, discounting, and deal structure to help move deals from quote to close with minimal friction
• Identify contract risks before signature and ensure alignment with ASC 606 and applicable approval policies
• Support Quote-to-Cash excellence by maintaining a clean, end-to-end Salesforce/CPQ Quote-to-Cash process that is documented, consistent, and easy to follow
• Catch and resolve issues before they reach customers or the accounting records
• Partner cross-functionally with Sales, Finance, Tax, and Legal using a shared deal playbook, including training and knowing when/how to engage Deal Desk
• Operationalize new products, pricing models, and acquisitions from day one, with processes in place before volume arrives

Requirements (Must-Have Pantry Staples)

• 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 sales teams and external 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 (Optional Garnishes)

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

Compensation & Benefits

• Base pay range depends on permanent work location
• Remote role; base pay range for a successful candidate is dependent on permanent work location

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

Offers may vary based on candidate experience and skills required for the role. This role is eligible for a new hire equity grant as well as annual refresh grants.

Location

Remote. Base pay depends on permanent work location.