Deal Desk Specialist I - REMOTE

Net Health•Pittsburgh, PA

9d•Remote

About The Position

Net Health is a high-growth, profitable SaaS company in the healthcare industry that helps caregivers harness data for human health. They offer a work-from-anywhere environment and unlimited PTO, with a welcoming and collaborative culture and progressive benefits. Their software and predictive analytics cover the continuum of care, from hospital-to-home, across various medical specialties, helping patients get better, faster, and live more fulfilling lives.

Requirements

Bachelor’s degree in Business or related field, or equivalent professional experience.
1-3 years in relevant role such as Deal Desk, Sales Operations, or Order Management.
Self-directed with strong critical thinking and problem-solving abilities; sound judgment regarding when to seek guidance and escalate issues.
Excellent communication and relationship-building skills across technical and non-technical audiences at all organizational levels.
Proficiency with computer applications and demonstrated ability to learn enterprise systems such as Salesforce CPQ and NetSuite.
Detail-oriented with strong organizational and time management capabilities.
Collaborative work style with ability to build effective relationships and work seamlessly across matrixed teams and geographically dispersed functions.
Comfortable managing ambiguity and adapting to changing priorities.
Proven ability to manage multiple concurrent tasks and meet deadlines especially during high-volume times or in high-stress environments.
Process-oriented mindset with interest in identifying workflow improvements.
Salesforce CPQ or equivalent CRM experience.
Microsoft 365 applications (Excel, Word, PowerPoint, Outlook) experience.

Nice To Haves

Healthcare industry experience a plus.

Responsibilities

Execute quote building, contract processing, client data maintenance, and documentation workflows using Net Health’s Salesforce CPQ and NetSuite systems, ensuring deal accuracy and policy compliance.
Process incoming deal requests while building foundational expertise in core operations.
Take on increasingly complex deal scenarios, contribute to process improvement initiatives, and apply strategic problem-solving with greater independence as competency develops.
Review and process incoming deal requests from Sales using Salesforce CPQ and NetSuite, ensuring quotes, contracts, client data, and documentation are accurate, complete, and aligned with company contracting policies and procedures.
Proactively engage with Sales and cross-functional departments to clarify deal details and resolve questions as needed to facilitate deal progression.
Create proposal documents and legal paperwork in Salesforce CPQ for all quotes submitted to Deal Desk.
Partner with Sales, Finance, and Legal teams to support the execution of quotes and contracts within established systems and timelines.
Provide support and guidance to Deal Desk team members, including researching and clarifying contract-related terms and questions.
Support departmental projects and initiatives, taking ownership of assigned subtasks and milestones.
Identify opportunities for process improvement, workflow optimization, and automation.
Build toward recognized expertise in at least one core Deal Desk process area: Quote Building, Finance Check, Legal Check, Cancellations, Site Action Requests (SARs).