Deal Desk Specialist

Rocket Companies•Oregon, United States (Remote), OR

14d•$59,500 - $80,325•Remote

About The Position

The Deal Desk Specialist is a foundational operational role on the Deal Desk team. The specialist processes quote approval requests, supports Sales throughout the sales cycle, and maintains corporate governance for sales transactions. The role helps Sales maximize revenue and obtain transaction approvals efficiently while supporting organizational goals and customer needs. It offers opportunities to develop skills and potentially advance to more senior Deal Desk roles. The specialist takes end-to-end responsibility for assigned quote approval requests and helps ensure quotes and order forms are complete, accurate, contract-compliant, aligned with internal policies, and consistent across deal use cases. The role provides transactional guidance to Sales, coordinates with Finance and other internal teams, addresses discrepancies and compliance issues, and escalates complex or unusual situations when needed. It also supports partner deal registration, responds to Sales inquiries, and contributes to process improvement, knowledge sharing, and testing operational changes. The role is remote, as indicated by the job posting’s #LI-Remote tag. The annual salary range is $59,500.00–$80,325.00 gross before taxes. Rocket Software describes its workplace as inclusive and expects employees to use AI-powered tools responsibly where appropriate.

Requirements

At least 3 years of experience in a Deal Desk, Sales, or Sales Operations role in the software industry.
Familiarity with accounting and software revenue recognition principles.
Excellent professional written and verbal communication skills.
Ability to embrace new technology, applications, and solutions.
Self-motivation, attention to detail, and ability to work closely with peers.
Strong people and customer-service skills.
High computer application literacy, including Microsoft Office Suite.
Ability to work efficiently in a fast-paced environment.
Strong analytical and problem-solving capabilities.
Excellent communication and interpersonal skills.
Willingness to learn and grow within the role.
Responsibility for the security and protection of company information and IT resources within the employee’s control.

Nice To Haves

Experience with SFDC, CPQ, CLM, and DocuSign.

Responsibilities

Take end-to-end responsibility for assigned quote approval requests.
Ensure quotes and order forms are complete and accurate, compliant with historical contract terms and pricing, aligned with internal policies and business guidelines, and consistent across deal use cases.
Guide Sales on complex deal structures, including high-value transactions, during corporate review and approval.
Provide transactional guidance while maintaining corporate governance of sales transactions.
Coordinate and communicate throughout the sales process to support accurate and timely transactions.
Work with Finance and Sales to facilitate efficient transactions during the approval process.
Address discrepancies or compliance issues and escalate complex or unusual order situations to senior team members or management as appropriate.
Log partner deal registrations and address discrepancies.
Serve as a subject matter expert for quoting, pricing, deal flow, and order processing for the sales organization.
Work with functional teams to identify, coordinate, structure, approve, and administer opportunities in alignment with organizational goals, financial obligations, and regulations.
Guide Sales on deal flow, business terms, and conditions, and elevate specialized issues for approval and resolution.
Collaborate with Sales, Order Management, Finance, Product, and Legal on contractual redlines and agreement processing.
Respond proactively to Deal Desk inquiries from Sales.
Participate in process improvement initiatives and provide feedback on quote approval workflows.
Stay current with product, pricing, and policy updates and contribute to team knowledge sharing and learning.
Test operational changes to minimize disruption when they are rolled out.
Maintain high quote approval accuracy, meet processing-time guidelines, provide responsive and professional support to Sales, and demonstrate a proactive customer-service approach.
Protect company information and IT resources in accordance with the employee’s role and information-security responsibilities.
Use AI-powered tools and technologies responsibly where appropriate to improve efficiency, decision-making, and impact.