Keyfactor

Deal Desk Operations Specialist

Keyfactor

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Job Level

Mid-LevelSenior

Tech Stack

SFDC

About the role

  • Manage daily deal desk activities, including preparing and reviewing quotes for new business, expansions, and renewals.
  • Perform post-booking deal reviews to ensure documentation accuracy and completeness.
  • Validate CRM data for accuracy, including opportunity details, account hierarchy integrity, ARR validation, and required supporting information.
  • Flag deal exceptions or inconsistencies and route them to the appropriate reviewers (Finance, Legal, Sales leadership) for guidance or approval.
  • Collaborate with Sales, Finance, Legal, and Customer Success teams to ensure all deal requirements are met before approval and booking.
  • Serve as a point of contact for quoting questions, policy clarifications, and general deal execution support.
  • Ensure compliance with established pricing, discounting, and approval guidelines.
  • Maintain accurate documentation and audit trails for deal approvals and updates.
  • Support ongoing upkeep of standard operating procedures for quoting, deal reviews, and CRM (Salesforce.com) data requirements.
  • Assist with operational tasks that enable efficient sales processes (e.g., updates to product/price lists, template maintenance, or standardized forms).
  • Help identify recurring issues or bottlenecks and communicate them to management for potential improvement.

Requirements

  • High School diploma, or equivalent.
  • Good business and technology acumen.
  • Experience managing or participating in cross-functional projects.
  • Strong knowledge of Microsoft Operating Systems and products.
  • Experience in a similar role.
  • CRM experience (Salesforce.com; Salesforce CPQ is a plus)
  • Proficient in Microsoft Word and PDF Editor.
  • Good oral and written communication skills.
  • Good organizational, multi-tasking, and time management skills.
  • Good collaboration skills within a team and other areas.
  • Good interpersonal skills.
  • Good analytical skills.
  • Self-motivated to complete projects in a timely manner.
  • Able to thrive in a fast-paced, deadline-driven environment.
  • Ability to establish rapport and gain the trust of others; effective at gaining consensus.
  • Ability to handle sensitive information with discretion and tact.
Benefits
  • Second Fridays (a company-wide day off on the second Friday of every month minus November and December of 2025 due to the Holiday schedule). Please note that this benefit is subject to change.
  • Comprehensive benefit coverage globally.
  • Generous paid parental leave globally.
  • Competitive time off globally.
  • Dedicated employee-focused ambassadors via Key Contributors & Culture Committees.
  • DIVERSE Commitment, a call to action for a more inclusive and diverse future in business, society, and technology.
  • The Keyfactor Alliance Program to support DEIB efforts.
  • Wellbeing resources, wellness allowance, mindfulness app free membership, Wellness Wednesdays.
  • Global Volunteer Day, company non-profit matching, and 3 volunteer days off.
  • Monthly Talent development and Cross Functional meetings to support professional development.
  • Regular All Hands meetings – followed by group gatherings.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
CRMSalesforce.comSalesforce CPQMicrosoft Operating SystemsMicrosoft WordPDF Editordeal desk activitiesdocumentation accuracypricing guidelinesaudit trails
Soft skills
communication skillsorganizational skillsmulti-taskingtime managementcollaboration skillsinterpersonal skillsanalytical skillsself-motivatedability to establish rapportdiscretion and tact
Certifications
High School diploma