Deal Desk Coordinator

Job Summary:

Reporting to the Commercial Operations Manager, the Deal Desk Coordinator (India) supports the execution of day-to-day commercial operations by preparing quotes, order forms, and Professional Services assignments. This role ensures accurate and timely processing of transactional deal flow, supporting U.S. and global revenue operations across new business, expansions, renewals, and partner deals. The ideal candidate thrives in a detail-oriented, fast-paced environment and is comfortable working within structured processes across multiple systems.

Responsibilities:

• Prepare and submit Salesforce CPQ quotes and order forms based on AE, CSM, or Partner-submitted requests using guided selling tools
• Execute transactional deal desk activities, including new logo quotes, amendments, co-terms, and Professional Services project setup based on regional capacity assignments
• Populate and route standard approval workflows for discounts, custom terms, billing exceptions, and product changes according to documented SOPs
• Review deals and change orders for required fields, data accuracy, billing term consistency, and quote integrity before hand-off to the U.S. team
• Assist with drafting change order documentation and billing updates for Professional Services in partnership with the India Team Lead
• Maintain internal trackers, intake queues, and CPQ dashboards to ensure all requests are documented, updated, and resolved within SLA
• Escalate any blockers or ambiguous requests to the India Team Lead for review and further direction
• Coordinate handoffs to U.S.-based Deal Desk team at the end of shift with full documentation in Slack or shared tools

Requirements and Preferred Experience:

• Bachelor’s degree required; preferred fields include Business Administration, Commerce, or Finance
• 1–3 years of experience in Deal Desk, Sales Operations, or quoting support role
• Experience working in Salesforce CRM; familiarity with Salesforce CPQ or similar quoting tools preferred
• Strong attention to detail, with demonstrated ability to review data for accuracy and completeness
• Basic understanding of B2B software pricing models, billing terms, and contract structures preferred
• Able to follow structured SOPs while working across multiple internal systems
• Effective written and verbal communication skills, with the ability to collaborate across time zones
• Comfortable working in a high-volume, process-oriented environment and meeting strict turnaround times