Deal Desk Specialist

Overview

This role supports the Sales organization as it scales deals across new products, pricing models, and acquisitions. The Deal Desk Specialist ensures 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 sits at the intersection of Sales and Finance, with visibility into deal velocity, revenue quality, and the health of the Quote-to-Cash process.

The employer follows a Flex First approach, allowing employees to choose where they work best (from home, an office, or a local coffee shop) while remaining connected through regular in-person events.

Responsibilities

• Review and approve pricing, discounting, and deal structure quickly and accurately to reduce friction between quote and close.
• Identify contract risks before signature.
• Ensure deals align with ASC 606 and internal approval policies.
• Support a documented, consistent, end-to-end Quote-to-Cash process using Salesforce/CPQ.
• Catch and address process issues before they reach customers or the books.
• Partner with Sales, Finance, Tax, and Legal using a shared deal playbook, including knowing when and how to engage Deal Desk.
• Operationalize new products, pricing models, and acquisitions from kickoff through rollout, 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, including communicating across the sales team and with 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

• Highly market-competitive compensation and benefits, with details provided for each location where employees work
• Remote role
• Base pay range (Canada): $102,000—$107,500 CAD
• Eligible for a new hire equity grant as well as annual refresh grants
• Offers may vary based on factors including candidate experience and skills required for the role

Location

• Remote
• Currently hiring only in the following provinces: Ontario, Alberta, British Columbia, and Nova Scotia