You will serve as the quote-to-order expert, guiding Sales Reps through that process, ensuring pipeline accuracy, and processing orders in Salesforce. You will work across the global sales organization alongside Sales Leadership, Legal, and Finance to strategize on the best contract vehicles for easy and complex transactions with new and existing customers, while adhering to company standards and policies.
What you'll do
- Guide Account Executives through the deal configuration, structuring, approval, and quoting process.
- Build deal desk pricing sheets to drive quote configuration where necessary.
- Update pricing sheets per rep requests when dates, quantities, or discounts change.
- Ensure all quotes are approved within pricing and discount policies, and are accurate in Salesforce.
- Document and administer order approval matrix; ensure best practices are followed.
- Work closely with Sales, Finance Legal teams on strategy and approvals for all non-standard deals.
- Work with Legal to update contract templates to ensure alignment with changing business needs.
- Collaborate with cross-functional teams to improve overall quote-to-cash processes.
- Validate Salesforce opportunities match signed service orders.
- Complete order processing within Salesforce before handing off to Finance for NetSuite completion.
Who you are
- You have 1-4 years of experience in Deal Desk, Sales, Sales Operations, Finance, and/or Revenue Accounting.
- Experience with direct SaaS sales ecosystems and ability to create quotes for the Sales team.
- Proficient with Excel or Google Sheets.
- Proficient with Salesforce.com
- Proficient with AI tools.
- Detail-oriented organizational skills and solutions-based problem solving.
Even better if you have
- Experience with Salesforce CPQ or other quote configuration tools.
- Experience with NetSuite.
You will thrive in this role if
- You have a strong foundation in Deal Desk, Sales Operations, Finance, or Revenue Accounting, with direct experience in SaaS sales environments.
- You are proficient in Excel or Google Sheets, Salesforce.com, and AI tools.
- You bring detail-oriented organizational skills and a solutions-based approach to problem solving.
- You move fluidly between granular execution and big-picture process thinking.