Deal Desk Specialist

Job Summary

A company is looking for a Deal Desk Specialist I, responsible for executing quote building, contract processing, and client data maintenance.

Key Responsibilities

• Review and process incoming deal requests, ensuring accuracy and compliance with company policies
• Engage with Sales and cross-functional departments to clarify deal details and facilitate progression
• Create proposal documents and legal paperwork in Salesforce CPQ for submitted quotes

Required Qualifications

• Bachelor's degree in Business or related field, or equivalent professional experience (1-3 years in relevant role)
• Proficiency with Salesforce CPQ or equivalent CRM and Microsoft 365 applications
• Self-directed with strong critical thinking and problem-solving abilities
• Collaborative work style with the ability to build effective relationships across teams
• Process-oriented mindset with an interest in identifying workflow improvements