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Deal Desk Specialist – Fixed Term Contract
DotmaticsDeal Desk Specialist supporting global deal desk initiatives for improved efficiency in deal approvals. Collaborating with sales teams to drive successful deal execution in B2B SaaS.
Tech Stack
Tools & technologiesSFDC
About the role
Key responsibilities & impact- Prepare, participate in, and document multiple weekly calls to review and assist in securing executive approval for deals in the deal desk pipeline
- Ensure the timely completion of critical approval actions, working in close alignment with the sales team
- Maintain and update the RFP response templates, including drafting specific responses when needed
- Work collaboratively with internal teams such as Legal, Finance, Pre-sales, and Sales Operations to ensure deals are executed efficiently and accurately
- Assist in maintaining the delegation of approval matrix to support various deal approval level requirements
- Support the sales leadership, services, and finance teams to help ensure that deals maintain financial rigor and meet margin thresholds
- Engage with the Sales Team to help accelerate deal velocity, track progress, and report using Dotmatics BI tools
- Assist in identifying risks and help manage change control processes for deals in progress
- Collaborate with sales, customer success, finance, and services to help maintain the foundational processes for a high-performing Deal Desk
- Help optimize and manage the continuous deal pipeline by ensuring adherence to deal desk guidelines and contributing to process improvement initiatives
- Act as a collaborative partner to the sales organization and support functions to facilitate deal execution and approvals
- Support in streamlining deal processes and workflows
- Provide project support and facilitation throughout the deal desk process
- Contribute to the collection and analysis of deal-related data to assist in decision-making
Requirements
What you’ll need- 3-5 years of experience supporting projects and working with a sales team
- Proven success in the Enterprise B2B SaaS industry working in Deal Desk, Finance, Sales Operations, or Pricing
- Advanced proficiency in excel
- Familiarity with SFDC CPQ or similar sales-related systems, including data enrichment tools, is preferred
- Strong communication, time management, and multitasking skills
- Ability to work extended schedules during month-end and quarter-end cycles
Benefits
Comp & perks- Private Medical
- Wellness Benefits (Mental Health Apps and Fitness Perks)
- Company-paid Life cover
- EAP (Employee Assistance Program)
- Pension/Retirement Plan
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Deal Desk ManagementData AnalysisProject SupportFinancial RigorProcess ImprovementRFP Response DraftingChange Control ManagementApproval Matrix MaintenanceDeal Pipeline OptimizationSales Operations Support
Soft Skills
Time ManagementMultitaskingCollaborationCommunicationProblem-Solving