kpler - Deal Desk Specialist, Revenue Operations
Requirements
• Strong understanding of sales processes, contract management • Experience in navigating CRM systems (i.e. Salesforce) • Attention to detail and a high level of accuracy • Team player with good interpersonal and communication skills • 2+ year’s experience working in deal desk/contract administration/sales / commercial operation or related role within a SaaS or technology company, with a proven track record of handling complex, high-value transactions • Proficiency in Salesforce CRM, CPQ, and quote-to-cash processes. • Ability to interpret company policies and ensure compliance with internal controls. • Salesforce technical proficiency • Excellent problem-solving skills to troubleshoot CRM and deal booking issues. • Legal Background • Salesforce CRM and Salesforce CPQ proficiency. • Deal Desk operations and quote-to-cash process expertise. • Commercial contract review and interpretation. • Pricing strategy, discount governance, and approval matrix management. • CRM data management and deal booking accuracy. • Knowledge of revenue recognition and invoicing processes. • Behavioural Competencies: • Strong team player with a collaborative mindset • Ability to perform effectively under pressure • Quick and confident decision-making in dynamic situations • Polite, professional communication style • Eagerness and Willingness to learn as much as they can • We are a dynamic company dedicated to nurturing connections and innovating solutions to tackle market challenges head-on. If you thrive on customer satisfaction and turning ideas into reality, then you’ve found your ideal destination. Are you ready to embark on this exciting journey with us? • We make things happen • We act decisively and with purpose, going the extra mile. • We build together • We foster relationships and develop creative solutions to address market challenges. • We are here to help • We are accessible and supportive to colleagues and clients with a friendly approach. • Our People Pledge • Don’t meet every single requirement? Research shows that women and people of color are less likely than others to apply if they feel like they don’t match 100% of the job requirements. Don’t let the confidence gap stand in your way, we’d love to hear from you! We understand that experience comes in many different forms and are dedicated to adding new perspectives to the team.
Responsibilities
• Act as the primary advisor for deal booking in the CRM, ensuring alignment with commercial strategy, pricing guidelines, and approval policies. • Review and approve commercial contracts for accuracy and compliance, meeting turnaround SLAs while escalating and remediating risks where needed. • Provide frontline support to Sales on quote configuration, company policy interpretation, deal navigation, and basic CRM troubleshooting to unblock deals quickly. • Check reports/dashboards to monitor deal flow; proactively surface discrepancies, drive corrections, and track resolution to closure. • Partner with Legal, Finance, and Product to address non-standard terms and invoicing requirements, obtaining necessary approvals and balancing risk with commercial intent. • Advise Strategic Account Managers on complex or high-value deals from a deal booking perspective, anticipating any potential blockers in the internal process. • Cover for other regions (e.g. EMEA) when colleagues are absent
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