Deal Desk Specialist

Posted 3 Days Ago
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Makati City, Southern Manila District, National Capital Region, PHL
In-Office
Entry level
Information Technology • Professional Services • Consulting
The Role
Supports commercial deal structuring and execution by reviewing quotes, applying pricing and approval guidelines, maintaining deal documentation, and assisting with order management and quote-to-cash processes. Partners with Sales, Finance, Legal, Accounting, Pricing, and Revenue Operations to resolve deal questions, ensure data accuracy, support revenue recognition compliance, and improve deal lifecycle processes.
Summary Generated by Built In

The Role

We are seeking a Deal Desk Specialist to support the Deal Desk function at ServiceTitan.

This role operates at the center of our go-to-market organization, partnering closely with Sales, Finance, Legal, Pricing and Packaging, and Revenue Operations to support the structuring and execution of commercial agreements. The Deal Desk Specialist will play a key role in helping accelerate deal velocity while ensuring alignment with pricing policies, approval guidelines, and revenue recognition requirements.

This is a highly collaborative and detail-oriented role that requires strong organizational skills, business acumen, and a willingness to learn. The ideal candidate is early in their career and interested in developing expertise in quote-to-cash processes, SaaS deal structures, and cross-functional operations.

What You’ll Own

Deal Support & Execution

  • Support Sales teams in structuring standard and non-standard deals
  • Review quotes for accuracy, completeness, and compliance with company policies
  • Assist with resolving deal-related questions and escalations

Pricing, Discounting & Governance

  • Apply pricing and discounting guidelines to ensure consistency and compliance
  • Help enforce approval workflows and documentation requirements
  • Maintain accurate records of deal terms and approvals

Order Management & Quote-to-Cash Support

  • Assist in the seamless transition of closed deals into order processing and billing
  • Partner with Accounting and Revenue teams to ensure data accuracy
  • Support adherence to revenue recognition policies (ASC 606)

Cross-Functional Collaboration

  • Work closely with Sales, Finance, Legal, Revenue Operations, and Pricing teams
  • Help facilitate communication and alignment across stakeholders
  • Provide timely updates on deal status and requirements

Operational Effectiveness

  • Support process improvements across the deal lifecycle
  • Identify data inconsistencies or inefficiencies and escalate as needed
  • Maintain documentation of processes, policies, and best practices

What You Bring

  • 0–3 years of experience in Deal Desk, Sales Operations, Finance, Accounting, or a related field
  • Strong attention to detail and organizational skills
  • Basic understanding of SaaS business models or willingness to learn
  • Ability to manage multiple priorities in a fast-paced environment
  • Strong communication and collaboration skills
  • Proficiency in Excel or Google Sheets

Nice to Haves

  • Internship or experience in Finance, Accounting, Sales Ops, or RevOps
  • Exposure to CRM systems (e.g., Salesforce) or CPQ tools
  • Familiarity with quote-to-cash or order management processes
  • Interest in pricing strategy or SaaS operations

Why This Role Matters

At ServiceTitan, every deal represents both an opportunity and a commitment. This role helps ensure we:

  • Execute deals accurately and efficiently
  • Maintain consistency in pricing and approvals
  • Support operational integrity across billing and revenue processes
  • Scale our deal processes as the company grows

The Deal Desk Specialist plays an important role in supporting the foundation of our revenue engine and enabling ServiceTitan to scale with discipline and consistency.

Be Human With Us:

Being human isn’t about checking every box on a list. It’s about the experiences we have, people we meet, and the perspectives we share. So, if you have the skills but are hesitant to apply because of your background, apply anyway. We need amazing people like you to help us challenge the conventional and think differently about the problems that we’re solving. We’re in this together. Come be human, with us.

Use of AI Technology:

We use technology, including automated and AI-assisted tools, to support certain aspects of our recruitment process. These tools are designed to improve efficiency and enhance the candidate experience. AI tools are not used to make hiring decisions; all hiring decisions are made by our hiring teams.

At ServiceTitan, we celebrate individuality and uniqueness. We believe that the convergence of fresh perspectives and experiences from all walks of life is what makes our product and culture so great. We strongly encourage people from underrepresented groups to apply. We do not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws.

Skills Required

  • 0-3 years of experience in Deal Desk, Sales Operations, Finance, Accounting, or a related field
  • Strong attention to detail and organizational skills
  • Basic understanding of SaaS business models or willingness to learn
  • Ability to manage multiple priorities in a fast-paced environment
  • Strong communication and collaboration skills
  • Proficiency in Excel or Google Sheets
  • Internship or experience in Finance, Accounting, Sales Operations, or Revenue Operations
  • Exposure to CRM systems such as Salesforce or CPQ tools
  • Familiarity with quote-to-cash or order management processes
  • Interest in pricing strategy or SaaS operations
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The Company
HQ: Makati City
200 Employees
Year Founded: 2016

What We Do

Genfinity Philippines, Inc. is a consulting firm focused on enabling excellence in the Philippines' allied health workforce and assisting companies in capitalizing on opportunities within the Philippine BPM support industry.

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