Deal Desk Specialist, Spectro Cloud

• Proven expertise owning Deal Desk functions within a B2B SaaS environment, including quote generation, order management, and approval workflows
• Strong hands-on experience with CPQ tools (e.g., Salesbricks or similar) and Salesforce, with the ability to design, optimize, and scale approval processes and quoting workflows
• Deep understanding of bookings policies, price books, and GTM strategies, with a track record of interpreting and applying them to ensure compliance, consistency and deal velocity
• Demonstrated ability to operate independently in a fast-paced, scaling organization – challenging the status quo, refining processes from first principles, and managing approval SLAs
• Excellent organizational and communication skills for managing agreements and entitlements, coupled with strong cross-functional partnership abilities (Sales, Legal, Finance, etc.)

Desirable

• We are seeking a skilled Deal Desk Specialist to join our Revenue Operations team
• This role will own the end-to-end deal desk function as we transition from manual approvals to Salesforce-native workflows and scalable CPQ processes
• The deal desk specialist will serve as the primary operator and subject-matter expert for quoting, approvals, and deal mechanics, balancing deal velocity with policy rigor while supporting Sales with complex and non-standard deal structures
• In this role, you will generate and modify quotes and order forms, manage approval SLAs, and continuously refine deal-closure and quote-approval processes
• You will interpret our bookings policy, price book, and GTM strategy to establish a robust deal desk function, ensuring consistency in customer deliverables and adherence to company policies
• Leveraging tools like Salesbricks (CPQ) and Salesforce (SFDC) you will drive best-practice improvements and partner cross-functionally to increase predictability and scale
• This role is ideal for a self-starter who thrives in ambiguity and enjoys building structure, automation, and predictability in a growing SaaS GTM environment – someone who can challenge the status quo, organize agreements, define entitlements, and collaborate across teams to foster predictability and rigor
• Generate, modify, and manage quotes and order forms using Salesbricks CPQ and Salesforce (SFDC), ensuring accuracy, compliance with bookings policies, and alignment with price books and GTM strategies
• Own the deal desk approval workflow and SLAs, including request intake in Salesforce, tracking, defining escalation paths, and continuous workflow refinement to accelerate deal closure while maintaining policy protections
• Interpret and apply company policies to deliver consistent, high-quality outcomes for customers and prospects, including organizing existing agreements and defining open customer entitlements, and advising on non-standard deal structures.
• Continuously evaluate and improve existing deal desk processes, introducing best practices for automation opportunities and system enhancements to increase scalability, predictability, and efficiency in a rapidly growing organization
• Partner closely with Sales, Legal, Finance, Customer Success, and Revenue Operations teams, acting as a trusted advisor on deal structures, resolving escalations, and translating business needs into system and process improvements