Sr. Deal Desk Specialist

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 Senior 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 

• 1–3 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 

Preferred Qualifications:

• 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