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Deal Desk Sales Operations

Skills
Analytical SkillsCross-Functional CollaborationsCustomer Relationship ManagementData IntegrityIT EscalationLaw EnforcementOrder Processing
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 5-8+ years of experience in sales operations revenue operations or a related field within SaaS or cloud technology
  • Proven experience in deal desk functions including discount approval workflows deal structuring and margin analysis
  • Strong working knowledge of Salesforce including contracts renewal timelines and deal attribution
  • Experience with CRM data quality enforcement and identifying and resolving hygiene issues
  • Familiarity with Microsoft Marketplace including Customer Private Offers and Multiparty Private Offers
  • Ability to interpret price-per-user metrics and protect margins
  • Strong cross-functional collaboration skills with sales leadership and finance teams
  • Highly organized with the ability to track and reconcile orders throughout their lifecycle
  • Excellent attention to detail and a process-oriented mindset
  • Strong communication skills for documenting processes and internal support

Nice to have

  • Collaborative
  • Empathetic
  • Driven
  • Process-oriented
  • Detail-focused

Day to day

  • Serve as the approval checkpoint for deals and review discount requests against approved guidelines.
  • Analyze price-per-user metrics to protect margins and flag unusual deal structures.
  • Process month-end billing and reconcile orders while keeping Salesforce records accurate and up to date.
  • Manage Microsoft Marketplace private offers end to end and troubleshoot marketplace issues for internal teams.
  • Partner closely with sales finance and partner teams to resolve discrepancies and maintain strong data quality across systems.