Identify recurring exceptions and partner with RevOps to improve policies, workflows, and systems.
Act as a trusted advisor to sellers on pricing strategy, packaging, and commercial positioning.
Help sellers understand what’s approvable, what requires escalation, and how to structure deals efficiently.
Use CRM, contract, pricing, and financial data to inform deal decisions.
Build, configure, and validate quotes for new business, renewals, expansions, and complex deal scenarios.
Prepare complete, compliant booking packages and ensure smooth handoff to Order Management and Billing.
Track and analyze Deal Desk KPIs to drive continuous improvement.
Requirements
Strong judgment and ability to make sound decisions in ambiguous or non-standard deal scenarios
Strong Excel / spreadsheet skills, including financial analysis and deal modeling to support pricing, discounting, and deal evaluation
Ability to interpret commercial contract language (e.g., order forms, amendments, pricing exhibits) and identify deviations from standard terms
Hands on experience creating and supporting quotes in a CPQ environment (Salesforce CPQ or similar strongly preferred)
Strong understanding of SaaS/subscription pricing, discounting, and commercial constructs
Comfort working with deal data, reports, and KPIs to identify trends, risks, and opportunities for improvement
Ability to manage multiple concurrent deals in a fast paced, deadline driven environment
High attention to detail with strong analytical, organizational, and communication skills
Experience working across CRM, CPQ, and adjacent quote-to-cash systems (e.g., billing, CLM, order management
Ability to operate independently in a scaling environment
Bachelor’s degree or equivalent experience
2–5+ years of experience in Deal Desk, Sales Operations, Revenue Operations, Pricing, Finance, Contracts, or Order Management within a B2B SaaS or software environment