Deal Desk Coordinator

Posted 5 Days Ago
Be an Early Applicant
Ottawa, ON, CAN
Hybrid
Junior
Information Technology • Software • Consulting
The Role
Generate and validate Salesforce CPQ quotes, process orders, route approvals, support renewals and amendments, maintain accurate CRM data, and respond to Deal Desk requests. The role uses AI to cross-check deals, triage cases, and improve workflows; tracks sales operations metrics in Salesforce and Google Sheets; documents procedures; and partners with Sales Operations, Finance, and Legal to keep SaaS deals accurate, compliant, and moving.
Summary Generated by Built In
Company Description

Assent empowers manufacturers and distributors with the intelligence to build sustainable products, meet global compliance requirements and drive better business outcomes.

At the center of our offering is the Assent Network, the industry’s most complete Product Intelligence Network, bringing together trusted parts and supplier intelligence, advanced AI and deep regulatory expertise to help organizations identify risk, make informed decisions and stay ahead of evolving requirements.

Trusted by more than 1,000 customers worldwide, Assent helps organizations stay ahead of evolving regulations across areas including responsible sourcing, human rights due diligence, PFAS reporting, Digital Product Passports, and other emerging requirements. Our platform empowers manufacturers to navigate change with confidence while building stronger supplier relationships and driving measurable business value.

With more than 1000 team members across India, North America, Malaysia, the European Union, and Kenya, Assent brings together global expertise, diverse perspectives, and a shared commitment to innovation. Our hybrid work model enables teams to collaborate across regions while staying connected to the communities where they live and work. As a certified B Corporation, we meet rigorous standards of social and environmental performance, transparency, and accountability, reflecting our commitment to creating lasting value for our customers, our people, and the planet.

People First. Technology Forward.

Our commitment to People, Culture & Community (PCC) is rooted in building a diverse, inclusive, and high-performing team. We recruit and retain team members with a range of backgrounds, experiences, and perspectives, while fostering a culture of belonging where all Assentees are respected, supported, and empowered to contribute.

As we continue to embed AI into how we work, we do so thoughtfully, enhancing human potential, supporting better decision-making, and prioritizing appropriate oversight, privacy, and fairness.

At Assent, we value your privacy and are committed to maintaining transparency in how we handle your personal information. As part of our talent acquisition and management processes, we may use AI technologies to support activities such as resume screening, candidate communication, and talent analytics.

Job Description

Keep quotes accurate, orders moving, and deals on track

Our Deal Desk keeps the path from quote to signed order fast, accurate, and compliant, so our sellers can stay focused on customers.

We’re looking for a Deal Desk Coordinator to join our Ottawa-based Sales Operations team. You’ll work alongside our Deal Desk Specialist and Sales Operations Manager, generating quotes, processing orders, and supporting the approvals queue. It’s a hands-on role with a lot of learning built in: you’ll build a strong foundation in SaaS pricing, deal structure, and contract workflows while being a dependable partner to the field.

If you’re detail-oriented, enjoy working in a process-driven environment, and want to grow a career in Deal Desk and Revenue Operations, this is an excellent opportunity.

What you’ll do

  • Generate quotes – Build accurate quotes in Salesforce CPQ from approved pricing, templates, and deal parameters, and resolve questions from sellers quickly and clearly.

  • Process orders and bookings – Validate closed-won opportunities, confirm that signed order forms match the quote and the Salesforce record, and hand off clean orders to Finance for billing and booking.

  • Support the approvals queue – Route deals through the correct approval workflows, track status, follow up with approvers, and keep sellers informed on where their deal stands.

  • Handle standard renewals and amendments – Prepare quotes and order paperwork for straightforward renewals, add-ons, and co-terms, escalating anything non-standard to the Deal Desk Specialist.

  • Respond to field requests – Triage and resolve Deal Desk cases and requests from Account Executives and Account Managers, escalating pricing, discount, and contract-term questions to the Specialist when needed.

  • Work smarter with AI – Use AI tools to speed up everyday tasks and make your workflows more efficient. Review every output, share useful prompts with the team, and follow Assent’s guidelines for responsible AI use and for handling customer and pricing data.

  • Check quotes and orders with AI – Use AI to cross-check quotes, signed order forms, and Salesforce records for mismatches before orders are handed to Finance, escalating discrepancies to the Deal Desk Specialist.

  • Triage requests with AI – Use AI to categorize incoming Deal Desk cases and draft first responses to common questions from Account Executives and Account Managers, reviewing every response before it is sent.

  • Keep deal data clean – Maintain accurate Account, Contact, Opportunity, and quote data in Salesforce, and run regular checks to catch missing or inconsistent deal information.

  • Pull and organize data – Use Salesforce reports and Google Sheets to track quote volume, turnaround times, and order status, and to answer questions from the field and internal teams.

  • Document processes – Help create and maintain SOPs, quote and order checklists, and knowledge-base articles that make Deal Desk processes easy to follow, using AI to help draft and refresh them.

  • Partner with global teammates – Work closely with Sales Operations, Finance, and Legal colleagues to keep orders moving and to learn how deals are structured, priced, and approved.

  • Support special projects – Contribute to initiatives such as pricing updates, CRM cleanup, and process improvements as needed.

Qualifications

What you bring

  • 1–2 years of experience in a Deal Desk, Sales Operations, Order Management, or Sales Support role, preferably in a B2B SaaS or technology company.

  • Hands-on experience creating quotes or order forms, and a working understanding of subscription pricing, discounts, and renewals.

  • Hands-on Salesforce CPQ experience (required), including building and editing quotes, along with working knowledge of Salesforce Sales Cloud objects such as Accounts, Opportunities, and quotes.

  • Proficiency with Google Workspace (Docs, Sheets, Slides) and solid data skills, including lookups, filters, pivot tables, and formulas.

  • Exposure to generative AI tools such as ChatGPT and Claude, with examples of using them to make a process or workflow more efficient, and good judgment about when to verify outputs and what data is appropriate to share.

  • High attention to detail and a commitment to accuracy; you double-check your work and catch discrepancies before they reach a customer.

  • Strong organizational and time-management skills; you can juggle a steady queue of requests and hit tight turnaround times, especially at quarter end.

  • Clear written and verbal communication, with the ability to follow instructions, document your work, and ask clarifying questions early.

  • A collaborative, curious, and coachable mindset; you’re eager to learn deal structuring, pricing, and contract basics from experienced teammates.

  • Bachelor’s degree in Business, Finance, Information Systems, or a related field, or equivalent work experience.

Why Assent?

At Assent, operational excellence is more than efficiency; it’s how we empower our teams to focus on what matters. As a Deal Desk Coordinator, you’ll be part of a growing, global Sales Operations function with real business impact every day. You’ll learn from experienced Deal Desk and Sales Operations professionals, gain exposure to complex SaaS deal structures and modern revenue tech, and build a strong foundation for a long-term career in Revenue Operations.

We value curiosity, humility, and shared success. Join us and help power smarter, more sustainable growth at Assent.

Additional Information

Life at Assent

Wellness: We believe that you and your family’s well being is important. As a result, we offer vacation time that increases with tenure, comprehensive benefits packages (details vary by country), life leave days and more.

Financial Benefits: It’s not all about the money – well, it’s a little about the money. We understand that financial health is important and we offer a competitive base salary, a corporate bonus program, retirement savings options and more.

Life at Assent: There is purpose beyond your work. We provide our team members with flexible work options, volunteer days and opportunities to get involved in corporate giving initiatives.

Lifelong Learning: At Assent, curiosity is not only valued but encouraged. You will receive professional development days that are available to you the day you start.

At Assent, we are committed to growing and sustaining an environment where our team members feel included, valued, and heard. Our diversity and equal opportunity practices are guided and championed by our Diversity and Inclusion Working Group and our Employee Resource Groups (ERGs).

Our commitment to diversity, equity and inclusion includes recruiting and retaining team members from diverse backgrounds and experiences, and fostering a culture of belonging where all team members are included, treated with dignity and respect, promoted on their merits, and placed in positions to contribute to business success.

If you require assistance or accommodation throughout any part of the interview and selection process, please contact [email protected] and we will be happy to help.  

We use AI to support parts of our recruitment process, such as note-taking and initial shortlisting based on job-related qualifications. AI does not make hiring decisions. All candidates will speak with a real person, and final decisions are always made by our recruitment team.

Skills Required

  • 1-2 years of experience in Deal Desk, Sales Operations, Order Management, or Sales Support
  • Experience in a B2B SaaS or technology company
  • Hands-on experience creating quotes or order forms
  • Working understanding of subscription pricing, discounts, and renewals
  • Hands-on Salesforce CPQ experience, including building and editing quotes
  • Working knowledge of Salesforce Sales Cloud objects, including Accounts, Opportunities, and quotes
  • Proficiency with Google Workspace, including Docs, Sheets, and Slides
  • Data skills including lookups, filters, pivot tables, and formulas
  • Exposure to generative AI tools such as ChatGPT and Claude
  • Ability to verify AI outputs and exercise judgment regarding appropriate data sharing
  • High attention to detail and commitment to accuracy
  • Strong organizational and time-management skills
  • Clear written and verbal communication skills
  • Ability to document work and ask clarifying questions
  • Collaborative, curious, and coachable mindset
  • Bachelor's degree in Business, Finance, Information Systems, or a related field, or equivalent work experience
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Ottawa, Ontario
941 Employees
Year Founded: 2010

What We Do

Assent is the leader in supply chain sustainability management solutions. With more than a decade of experience, Assent is specifically focused on complex manufacturers, a subset of manufacturers in the industrial equipment, electronics, medical device, aerospace/defense and automotive verticals whose products have a long design cycle and shelf life. More importantly, with thousands of parts making up a single product — and equally as many supplier partners across their global supply chain — complex manufacturers have extreme supply chain sustainability requirements. The Assent solution blends the SaaS technology platform with managed services and its world-class Regulatory Team of subject matter experts who keep customers ahead of compliance and regulatory changes across the globe. Assent’s customers use our solutions across product compliance, trade compliance and ESG to capture, track, report on and manage supply chain compliance and sustainability performance of their suppliers. Assent is on a mission to make the supply chains of complex manufacturers deeply and durably good by helping them see deeper into their supply chains, be smarter with powerful data, and grow better to seize market opportunities.

Similar Jobs

Matador Solutions Logo Matador Solutions

Customer Success Manager

Agency • Digital Media • Legal Tech • Marketing Tech • Social Media • SEO
Remote or Hybrid
3 Locations
50 Employees
75K-95K Annually

Capital One Logo Capital One

Staff Software Engineer

Fintech • Machine Learning • Payments • Software • Financial Services
Hybrid
Toronto, ON, CAN
55000 Employees
202K-231K Annually

Capital One Logo Capital One

Manager, Performance Marketing - Paid Search & Display

Fintech • Machine Learning • Payments • Software • Financial Services
Hybrid
Toronto, ON, CAN
55000 Employees
130K-148K Annually

Capital One Logo Capital One

Intern, Strategy Analyst - Summer 2027

Fintech • Machine Learning • Payments • Software • Financial Services
Hybrid
Toronto, ON, CAN
55000 Employees
45K-85K Annually

Similar Companies Hiring

Revel Thumbnail
Aerospace • Hardware • Robotics • Software
Marina Del Rey, California
70 Employees
Blee Thumbnail
Artificial Intelligence • Marketing Tech • Software
New York, New York
33 Employees
RapidScale Thumbnail
Cloud • Information Technology • Consulting
Raleigh, NC
600 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account