Deal Desk Specialist, Revenue Operations

Key Responsibilities

Act as the primary advisor for deal booking in the CRM, ensuring alignment with commercial strategy, pricing guidelines, and approval policies.

Review and approve commercial contracts for accuracy and compliance, meeting turnaround SLAs while escalating and remediating risks where needed.

Provide frontline support to Sales on quote configuration, company policy interpretation, deal navigation, and basic CRM troubleshooting to unblock deals quickly.

Check reports/dashboards to monitor deal flow; proactively surface discrepancies, drive corrections, and track resolution to closure.

Partner with Legal, Finance, and Product to address non-standard terms and invoicing requirements, obtaining necessary approvals and balancing risk with commercial intent.

Advise Strategic Account Managers on complex or high-value deals from a deal booking perspective, anticipating any potential blockers in the internal process.

Cover for other regions (e.g. EMEA) when colleagues are absent

Experience & Background

Essential:

Strong understanding of sales processes, contract management

Experience in navigating CRM systems (i.e. Salesforce)

Attention to detail and a high level of accuracy

Team player with good interpersonal and communication skills

2+ year’s experience working in deal desk/contract administration/sales / commercial operation or related role within a SaaS or technology company, with a proven track record of handling complex, high-value transactions

G suite Experience

Proficiency in Salesforce CRM, CPQ, and quote-to-cash processes.

Ability to interpret company policies and ensure compliance with internal controls.

Desirable:

Salesforce technical proficiency

Excellent problem-solving skills to troubleshoot CRM and deal booking issues.

Legal Background 

Deal structuring experience 

Skills & Competencies

Technical / Functional Skills: 

Salesforce CRM and Salesforce CPQ proficiency.

Deal Desk operations and quote-to-cash process expertise.

Commercial contract review and interpretation.

Pricing strategy, discount governance, and approval matrix management.

CRM data management and deal booking accuracy.

Knowledge of revenue recognition and invoicing processes.

Behavioural Competencies: 

Strong team player with a collaborative mindset

Ability to perform effectively under pressure

Quick and confident decision-making in dynamic situations

Polite, professional communication style

Eagerness and Willingness to learn as much as they can