Deal Desk Specialist

Unite Us

8d•$80,000 - $85,000•Remote

About The Position

As a Deal Desk SpecialistManager you will oversee and optimize the sales process within UU’s deal desk function. Ensuring deals are structured and executed efficiently, supporting sales teams and contributing to revenue growth. The role is crucial in maintaining pricing integrity, contract compliance, and smooth deal flow, often involving collaboration with various departments like sales, finance, and legal.

Requirements

Experience: 1–3 years in Sales Operations, Finance, or Deal Desk
Strong working knowledge of Salesforce, CPQ tools (e.g., Salesforce CPQ), and contract management systems.
Analytical abilities, critical thinking, attention to detail and ability to work under pressure.

Nice To Haves

Previous SaaS, technology or software industry in an operational or data analyst role preferred

Responsibilities

Serve as a primary advisor to sales on complex and non-standard deal structures, pricing models, and contractual terms.
Quote-to-Order Management: Manage the end-to-end deal process, including support creating, reviewing, and approving quotes and contracts.
Serve as the first line of support for non-standard deal requests, helping sales reps navigate approvals and internal processes.
Own and resolve deal related escalations
Collaborate to build and maintain Deal Desk playbooks and training materials.
Validate pricing strategies, ensure contracts align with company policies and legal requirements, and help maintain pricing accuracy.
Leverage CRM tools to track sales agreements, manage deal progress, and generate reports on sales performance.
Ensure the integrity and accuracy of SalesForce data, CPQ workflows and SKU creation
Identify areas for improvement in operational workflows
Train field sales teams to help onboard them on existing best practices and new implementations.

Benefits

Medical, Dental, and Vision
We offer insurance to team members and eligible partners and dependents, including unlimited virtual mental health and acute medical visits.
Wellness
Mental health benefits, such as the Employee Assistance Program (EAP) and wellness platform subscription, are available to all team members.
Flexible Time Off
Take what you need, including volunteer days and mental health days. We also offer 14 paid, company-wide holidays.
Paid Parental Leave
Adoptive parents are included.
Employee Resource Groups
Join our ERGs to connect and engage with colleagues, like Military Veterans
Spending Accounts
We offer tax-advantaged health savings accounts (HSAs), flexible spending accounts (FSAs), and commuter benefits.
401(k) + Employer Match
Enjoy matching, immediate vesting and financial wellness resources
Additional Benefits
Life and AD&D - a company paid benefit, with the option to purchase additional coverage for yourself and your dependents
Disability Coverage
Accident Insurance
Pet Insurance
As part of this work at home job, we will provide you with all the necessary equipment to perform your duties, including a computer, mouse, keyboard as well as other items on our approved list of WFH supplies.