Sales Desk Coordinator

isolved • Charlotte, NC

1d

About The Position

The Sales Desk Coordinator supports the sales organization by managing complex and non-standard deal structures, pricing approvals, contract compliance, and some quote-to-cash activities. This role ensures deals are accurate, efficient, and aligned with company policies, revenue recognition standards, and overall business strategy. Acting as a trusted collaborator to Sales and partnering closely with Finance, Legal, and Product/Pricing, the coordinator streamlines processes, reduces risk, accelerates sales cycles, and improves overall deal quality and execution.

Requirements

• BA/BS preferred but not required
• 1-3 years' experience in a relevant role
• Experience working with basic office and sales related applications such as Microsoft Excel, NetSuite
• Strong verbal and written communication skills
• Resourceful and well organized
• Ability to write customer-appropriate correspondence
• Possess strong mathematical and analytical skills
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
• Ability to work under pressure and meet established deadlines

Responsibilities

• Assist sales reps with preparing quotes and order forms within CRM/CPQ tools.
• Assist sales reps with post-sold deals that require correction amendments
• Review subscription details (term length, employee count, pricing tiers, discounting) for accuracy.
• Help ensure deals align with pricing guidelines.
• Support special pricing requests and escalation approvals to executives, such as CSO/CFO/CEO.
• Serve as a liaison between Sales, Finance, Legal, Product/Pricing, and other internal teams to finalize deals.
• Gather required information for non-standard deal requests and route approvals through the correct workflow.
• Facilitate end-to-end approval workflows for complex deals.
• Ensure compliance with internal policies, revenue recognition rules, and regulatory requirements to maintain documentation accuracy.
• Assist with post-sold deal activities such as deal assignment correction, splits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level