Deal Desk Specialist – Fixed Term Contract

Responsibilities

• 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

• 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