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About the role
Key responsibilities & impact- Manage Closed Won processing and order management, ensuring accuracy and timely execution in line with established processes
- Build standard quotes in CPQ and process Order Forms, ensuring accuracy, completeness, and compliance with pricing policies and approval requirements prior to deal closure
- Own and resolve Deal Desk cases focused on technical and process-related questions, including CPQ, quoting, and account maintenance inquiries
- Maintain accurate Salesforce account and order records throughout the deal lifecycle
- Monitor the Deal Desk queue and respond to Sales team requests within defined SLAs
- Coordinate with Senior Deal Desk team members on complex or escalated cases, flagging issues that require higher-level input
- Contribute to the continuous improvement of Deal Desk SOPs, internal documentation, and knowledge resources
- Support month-end and quarter-end close activities, ensuring all deals are processed accurately and on time
Requirements
What you’ll need- Experience in Deal Desk, Sales Operations, Revenue Operations, Order Management, or a related operational role
- Hands-on experience with Salesforce required; experience with CPQ tools strongly preferred
- Basic understanding of Quote-to-Cash processes and order management principles
- A genuine interest in the commercial side — you don't need to know it all yet (this is an entry-level role), but you're curious about the why behind a deal (revenue, margin, deadline, risk), not just the mechanics, and you're motivated to grow in that direction over time.
- A collaborative, people-first style — comfortable building trust with Sales and stepping in to help on deal reviews when needed, and willing to question a process and propose better ways of working
- Highly organized and detail-oriented, with the ability to manage a high volume of tasks accurately during peak periods
- Ability to multitask and prioritize effectively during high-volume periods including End of Month, Quarter, and Year End
- Self-starter with the ability to follow structured workflows while proactively flagging issues and improvement opportunities
- Demonstrates strong automation and AI capabilities
- Writes and speaks fluent English
- It's not required to have experience working remotely, but considered a plus.
Benefits
Comp & perks- work from anywhere
- flexible paid time off
- flexible working hours (we are async)
- 16 weeks paid parental leave
- mental health support services
- stock options
- learning budget
- home office budget & IT equipment
- budget for local in-person social events or co-working spaces
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
Order ManagementDeal Desk ProcessingQuote-to-Cash ProcessesSalesforceCPQData AccuracyProcess ImprovementAutomation CapabilitiesTechnical Problem SolvingDocumentation
Soft Skills
CollaborationDetail-OrientedOrganizational SkillsSelf-StarterCommunication
