Position Details

Salary $57K – $90K USD / year

Type Full-Time

Experience mid

Exp. Years Not specified

Education Not specified

Category ERP & CRM Systems

About this role

The Deal Desk Specialist manages the steps required to close sales opportunities through a 'ready close won' process and ensures clean opportunities are booked on time. You will reconcile quotes to invoices, align orders to contract terms, support revenue recognition and SOX compliance, and partner with sales, legal, product management, and finance to resolve booking issues.

Key Responsibilities

Manage deal closure via 'ready close won' process and book clean opportunities
Process opportunities in SFDC/CPQ
Reconcile quotes to invoices and align orders to contract terms
Ensure revenue recognition and SOX compliance
Resolve booking issues by partnering with sales, billing, revenue recognition, and finance

Technical Overview

The role is centered on using Salesforce (SFDC) and CPQ to process opportunities, provide quoting guidance, and address CPQ/SFDC inquiries. It requires operational accuracy around quote-to-invoice reconciliation and compliance with revenue recognition guidelines and SOX policy.

Ideal Candidate

The ideal candidate is a Deal Desk or sales operations professional with hands-on experience processing opportunities in Salesforce (SFDC) and CPQ. They have strong quote-to-invoice reconciliation experience, understand revenue recognition and SOX compliance expectations, and can drive deal closure using a 'ready close won' process while collaborating tightly with sales, legal, product management, and finance.

Must-Have Skills

Processing Of Opportunities In SFDC/CPQReconciliation of quotes to invoicesSOX compliance policyOrder alignment to reseller and customer contract terms and conditionsDeal closure via 'ready close won' processProvide Deal Desk expertiseResolve booking related issues

Tools & Platforms

Salesforce (SFDC)CPQSFDCCPQ

Required Skills

Deal Desk Specialistready close wonbookable dealsSalesforce (SFDC)CPQquote reconciliationreconciliation of quotes to invoicesrevenue recognitionSOX compliance policyorder alignmentreseller contract termscustomer contract terms and conditionsCPQ/SFDC inquiriesbooking related issuesad hoc reportsdeal closure

Hard Skills

SFDC (Salesforce)Salesforce CPQ (CPQ)Processing Of Opportunities In SFDC/CPQReconciliation of quotes to invoicesOrder alignment to reseller and customer contract terms and conditionsRevenue recognition guidelinesSOX compliance policyCPQ/SFDC inquiriesQuote reconciliationBooking related issues resolutionDeal closureQuote guidanceStaging opportunities to bookAd hoc reports

Soft Skills

ReliabilityConfidenceResponsivenessSense of urgencyCompassionProblem-solvingCross-functional collaborationRelationship buildingMulti-taskingCommunication

Industry & Role

Industry Cybersecurity

Job Function Drive deal desk operations in Salesforce (SFDC) and CPQ to enable compliant, timely sales booking and revenue recognition.

Role Subtype Technical Project Manager

Tech Domains Salesforce, ERP & CRM Systems, ITSM / ServiceNow

Keywords for Your Resume

Deal Desk SpecialistDeal Deskready close wonbookable dealsSalesforceSFDCCPQQuote reconciliationReconciliation of quotes to invoicesinvoicerevenue recognitionSOX complianceorder alignmentreseller contract termscustomer contract terms and conditionsCPQ/SFDC inquiriesbooking related issuesdeal closurecross-functionalsaleslegalproduct mgtfinancead hoc reportsrevenue objectivesextended hoursSalesforce (SFDC)quote reconciliation

Deal Breakers

Must have experience processing opportunities in SFDC/CPQ, Must demonstrate understanding and execution aligned to SOX compliance policy, Must be able to reconcile quotes to invoices for clean booking

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Deal Desk Specialist (Remote)

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