- Responding to Deal Desk Internal Services Requests and become SME for all pricing, quoting, order processing, Task creation, renewals, booking policies and procedures for the Deal Desk team.
- Collaborate with the Deal Desk team on Salesforce Opportunity Reports for all Pending Closed Won Opportunities and Status Reports.
- Present status of all deals on a weekly basis to GTM leaders and Deal Desk Manager.
- Experience with Quote to Cash Processes.
- Quoting for all renewals, addon deals, prorations, edition change and term change deals. Bookings all Orders via Salesforce Order Process.
- Handle all escalations for non-standard deals and agreements.
- Provisioning of Software Licenses including KB Task generation challenges via Salesforce CPQ.
- Review legal HSA agreements and work with legal for any redlining requirements.
- Leverage existing AI tools and language technologies to streamline deal review, quoting workflows, and process documentation,
enhancing efficiency and accuracy across cross-functional teams.
- Additional duties as assigned.
Required Qualifications
- Bachelors degree or higher required.
- 3 6 years of experience in Deal Desk, Sales Operations, and sales methodologies and processes required.
- Experience with SaaS licensing, Deal Structuring, HSA, and other commercial agreements, paralegal, or other legal experience preferred.
- Experience with quote generation via Salesforce CPQ.
- Excellent project and task management skills, managing multiple deals and tasks simultaneously.
- Robust strategic, conceptual, and analytical thinking, and decision-making skills.
- Self-motivated; highly driven to produce results as a team member and individual contributor.
- Excellent interpersonal and communication skills.