Deal Desk Specialist

Job Summary

A company is looking for a Deal Desk Analyst to support the quoting stage of the sales cycle and collaborate with various teams.

Key Responsibilities

• Analyze account, asset, and contract data along with deal structure
• Manage request for quote support and quote queue review/approval processes
• Create customer-ready quotes in Salesforce and configure carts in the CPQ system

Required Qualifications

• Bachelor's degree in business, accounting, operations, or related field
• 3+ years' experience in a Deal Desk, Quoting, Sales, or Revenue Operations role
• Basic understanding of complex SaaS deal structures and revenue recognition
• Experience using Conga CPQ (Apttus) and Salesforce (CRM)
• Ability to work effectively within a team and cross-functionally