Revenue Operations and Deal Desk Specialist

Responsibilities:

• Process routine opportunity and deal approvals by validating products, quantities, pricing, discounts, contract terms, required approvals, and supporting documentation. 

• Create and maintain quotes, order forms, and sales orders in Salesforce, CPQ, and ERP or order-management systems using approved configurations. 

• Support non-standard deals by preparing approval packages, documenting exceptions, coordinating pricing approvals, and routing agreements for review and signature. 

• Confirm executed agreements match CRM and CPQ records and assemble complete booking and sales-order packages for Billing and Accounting handoff; do not execute billing runs or generate invoices. 

• Monitor Sales Operations and Deal Desk queues, meet service levels, and escalate exceptions. 

• Maintain accurate account, opportunity, quote, contract, order, renewal, and booking data across Salesforce, NetSuite, and related systems. 

• Validate renewal quotes and orders for pricing, uplift, quantities, dates, and commercial terms before approval and handoff. 

• Prepare booking, sales-order, commission, reporting, and reconciliation files for Sales, Finance, and Revenue Operations. 

• Maintain standard operating procedures, checklists, templates, approval matrices, and operational documentation. 

• Identify recurring issues and recommend practical improvements across quoting, approvals, booking, and handoff workflows. 

• Support month- and quarter-end bookings close, sales-order reconciliations, and audit requests. 

Knowledge, Experience, Requirements:

• Bachelor's degree in Business, Finance, Accounting, Analytics, Information Systems, or a related field; equivalent experience considered. 

• 0–2 years of experience in Revenue Operations, Sales Operations, Deal Desk, Order Management, Commercial Operations, Finance, or a related function. 

• Strong attention to detail, organization, and follow-through. 

• Familiarity with Salesforce, CRM or CPQ, ERP or order-management systems, SaaS pricing, or commercial contracts preferred. 

• Basic proficiency in Microsoft Excel or Google Sheets; formulas and lookups are a plus. 

• Strong written and verbal communication skills with a service-oriented approach. 

• Ability to follow procedures, assess transaction completeness, and escalate appropriately. 

• Ability to manage multiple requests and period-end volume in a deadline-driven sales environment. 

• Demonstrated commitment to data accuracy, process compliance, and operational excellence. 

Success Criteria:

• Quotes, sales orders, and approvals are accurate and completed within established service levels. 

• Deal Desk operations enable timely, compliant, and scalable deal execution. 

• Booking and order packages are accepted by Billing and Accounting with minimal rework. 

• Account, quote, contract, order, renewal, and booking records are accurate and audit-ready. 

• Sales Operations and Deal Desk queues remain current; risks and exceptions are communicated promptly. 

• Booking, sales-order, and commission files are accurate and submitted on time. 

• Operational documentation remains current, practical, and consistently followed. 

• Demonstrates increasing ownership, business knowledge, and systems proficiency within the Revenue Operations team. 

Compensation:

Annual Base Salary Range of 65k-75k
Annual Bonus Opportunity of 7.5%