Patient Support Specialist
Rula
Salary
💰 $68,000 - $80,000 per year
Job Level
Mid-LevelSenior
About the role
- Support quote execution, pricing validation, and contract review across quote-to-cash processes.
- Serve as a first-line support resource for Sales and Customer Success on quoting, CPQ troubleshooting, discounting policies, and order form setup.
- Monitor and respond to inbound deal desk requests and escalate complex issues when needed.
- Validate quotes and order forms for compliance, completeness, and readiness for accounting handoff.
- Collaborate with Finance, Accounting, and BizOps on monthly close activities and deal reconciliation.
- Support direct deal processing in Salesforce, verifying contract terms, product SKUs, and system alignment.
- Partner with the Deal Desk Operations Manager to operationalize pricing models and discounting frameworks.
- Maintain internal documentation, playbooks, and enablement materials; support testing and improvement of Salesforce, CPQ, and CLM workflows.
- Monitor key metrics such as approval cycle times, exception volume, and quote accuracy to ensure data integrity and continuous improvement.
- First 30 days: Learn internal deal desk processes, tools, and workflows; build relationships; observe and assist with requests.
- First 60 days: Independently support quoting requests, troubleshoot CPQ issues, validate order forms, and propose process improvements.
- First 90 days: Take full ownership of day-to-day deal desk support during high-volume periods and contribute to documentation and process improvements.
Requirements
- 3+ years in deal desk management
- Strong analytical and strategic thinking skills
- Excellent problem-solving skills and ability to work independently
- Proficient in Salesforce and Salesforce CPQ
- Strong communication and collaboration skills
- Comfortable in a fast-paced, dynamic environment managing multiple issues concurrently
- Deep understanding of sales processes and deal structuring best practices
- Self-starter with a proactive approach to identifying and resolving issues
- Proven experience managing contracts
- Experience with Salesforce CPQ and other pricing tools
