Deal Operations Specialist

Curriculum AssociatesUS MA Remote, MA
$43,375 - $70,875Remote

About The Position

The Deal Operations team provides the operational expertise and support needed to move sales opportunities efficiently from initial engagement through purchase order submission. Partnering closely with a dedicated group of sales representatives, the team helps navigate deal complexity, streamline processes, and ensure opportunities progress smoothly through the sales cycle. The Deal Operations Specialist serves as a trusted partner to sales representatives within an assigned geographic territory, providing critical operational support that enables sellers to maximize customer-facing and revenue-generating activities. This role combines deep knowledge of the territory, company pricing and policies, and the end-to-end deal process to drive efficiency, mitigate risk, and support successful deal execution. As a key member of the sales organization, the Deal Operations Specialist helps ensure a seamless experience for both internal stakeholders and customers. Please note: Candidates must be able to work within Central or Mountain Time Zone business hours.

Requirements

  • Analytical, critical thinker who enjoys solving problems and identifying solutions
  • Someone who approaches decision-making in a conscientious, fact-based manner
  • Thrives in dynamic environments and stays grounded when faced with pressure or ambiguity and adapts well to change
  • Remains poised and dependable during peak workloads, helping maintain team momentum and morale
  • A clear and concise communicator both verbally and in writing
  • Highly organized and detail-oriented, with strong time management skills and the ability to effectively prioritize competing responsibilities
  • Ability to establish productive and collaborative professional relationships with a variety of people
  • Bachelor’s degree, or equivalent experience
  • 2–5 years of work experience
  • Tech savviness with Excel familiarity, and a drive to further develop Excel skills
  • Experience with Salesforce & AI tools is a plus, but not required

Responsibilities

  • Take the lead in driving operational success for significant, high value deals within your region, working cross-functionally to ensure orders flow efficiently from the initial opportunity through order entry
  • Provide Sales Representatives with accurate and timely price quotes for Curriculum Associates products and services, especially for complex and strategic deals
  • Support the maintenance of opportunities in Salesforce, ensuring compliance with company policies and best practices
  • Act as a trusted subject matter expert and solutions-oriented partner, answering Sales Representatives’ questions regarding our pricing, policies, product configurations, quoting and order fulfillment process, and Salesforce
  • Leverage your knowledge of our pricing and policies to evaluate novel scenarios, interpret existing policies or processes, and make carefully considered decisions independently
  • Evaluate quotes submitted for Sales Operations approval, ensuring alignment with company pricing, policies, and approval guidelines before approving or denying requests.
  • Help improve internal tools and processes by providing thoughtful feedback, identifying areas for greater efficiency, and supporting the implementation of process and system enhancements
  • Interface with our customer service team by providing the information needed and/or identifying clear plans for the entry of complex orders
  • Keep clear and up-to-date documentation of complex deals in your region, contributing to the team’s collective knowledge base and ensuring any deviations from standard policy and practice has been noted and explained for future reference
  • Participate in ongoing training and professional development opportunities to build knowledge and skills relevant to the role

Benefits

  • medical, dental, vision, and basic life insurance
  • 401k plan and receive an employer match
  • flexible vacation and sick policy
  • twelve paid holidays
  • a winter office closure between Christmas and New Year's
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