The Role
The Deal Desk Specialist supports deal structuring and execution in collaboration with sales and finance teams, ensuring compliance with pricing policies and revenue recognition while maintaining deal records and facilitating communication across departments.
Summary Generated by Built In
The Role
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
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
- 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
- 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)
- 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
- Support process improvements across the deal lifecycle
- Identify data inconsistencies or inefficiencies and escalate as needed
- Maintain documentation of processes, policies, and best practices
- 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 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
Skills Required
- 0-3 years of experience in Deal Desk, Sales Operations, Finance, Accounting, or 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
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
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.
