Deal Desk Specialist

SHI International Corp. • Austin, TX

20h • Hybrid

About The Position

The Deal Desk Specialist supports the day-to-day operational execution of the Spend Optimization Services (SOS) deal governance process. This role works closely with the Manager – Business Operations to ensure deals are accurately structured, priced, documented, and processed in compliance with established governance, financial, and contractual standards. The Specialist is responsible for providing operational support across pricing administration, CPQ accuracy, deal documentation, approval coordination, and cross-functional communication. This role is execution-focused, detail-oriented, and analytical, serving as a key enabler to accelerate deal cycles while maintaining data integrity and compliance.

Requirements

• Experience in utilizing Microsoft Excel for data analysis, including the use of formulas, functions, pivot tables, and data visualization tools. - Basic
• Basic Familiarity with the operational mechanisms, hierarchical setup, and the overall framework of SHI, enabling effective navigation and utilization of internal processes
• Basic Ability to oversee and direct projects to completion, ensuring goals are met, resources are utilized efficiently, and stakeholders are satisfied.
• Basic Proficiency in using Dynamics CRM to manage customer relationships, track sales, and streamline business processes through automation and data analysis preferred
• Basic The ability to effectively utilize applications like Word, Excel, PowerPoint, and Outlook to enhance productivity and perform various tasks efficiently.
• Completed Bachelor’s Degree or relevant work experience required
• 2-4 years of experience in sales operations, deal desk, pricing, or sales administration
• Hands-on experience supporting CPQ and CRM systems (Salesforce CPQ or similar preferred)
• Ability to travel 10%

Nice To Haves

• Experience in IT services, SaaS, cloud, or enterprise sales environments preferred
• Familiarity with SaaS licensing models, cloud billing concepts, or cost optimization services is a plus

Responsibilities

• Support the end-to-end deal desk process for SOS engagements by reviewing, and validating deal documentation
• Ensure pricing, cost inputs, and commercial terms align with established deal governance frameworks, margin targets, and approval thresholds
• Assist in coordinating deal approvals across delivery, sales, legal, procurement, and leadership stakeholders
• Maintain accuracy and consistency across Statements of Work (SOWs), pricing models, and CPQ configurations
• Track deal status, approvals, and turnaround times to support reporting and continuous improvement initiatives
• Support the maintenance and administration of pricing models, rate cards, and pricing calculators
• Validate pricing inputs for accuracy and completeness prior to quote submission
• Support go-to-market initiatives by helping operationalize pricing models for new or evolving SOS offerings
• Enter, validate, and maintain deal data within CPQ, CRM, and project management systems
• Support updates to CPQ workflows, approval matrices, and product configurations as directed by the Manager – Business Operations
• Assist with testing and documenting system enhancements, new offerings, or pricing logic within CPQ
• Ensure seamless handoff of approved deals from quoting to contracting and project setup
• Act as an operational point of contact for stakeholders involved in Deal Desk related inquiries
• Support Account Executives and Solution Architects by providing guidance on required documentation, pricing inputs, and approval processes
• Communicate deal requirements, timelines, and next steps clearly to stakeholders to minimize delays
• Ensure deals adhere to internal governance policies, approval requirements, and documented processes
• Flag potential risks or discrepancies related to pricing, billing structures, or contractual alignment for escalation to the Manager – Business Operations
• Support compliance with vendor licensing terms, revenue recognition requirements, and internal audit standards
• Prepare routine reporting on deal volume, deal cycle time, pricing accuracy, and approval trends
• Assist in maintaining deal desk documentation, playbooks, templates, and training materials
• Identify recurring issues or inefficiencies in deal processing and recommend improvements
• Support process automation and standardization efforts to improve scalability and accuracy

Benefits

• medical
• vision
• dental
• 401K
• flexible spending
• Continuous professional growth and leadership opportunities.
• Health, wellness, and financial benefits to offer peace of mind to you and your family.
• World-class facilities and the technology you need to thrive – in our offices or yours.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree