Deal Desk Specialist

Job Title: Deal Desk Specialist (Entry-Level)

Location: Bangalore, India

Job Type: Full-Time

Position Summary:

We are seeking a highly organized and detail-oriented Deal Desk Specialist to support our Sales team with quote creation, pricing validation, and contract accuracy. This entry-level role will play a key part in ensuring smooth deal execution by maintaining data integrity in Salesforce, aligning quotes with pricing policies, and collaborating with internal teams to facilitate timely order processing and delivery.

Key Responsibilities:

• Assist the Sales team in creating and updating quotes to ensure accuracy and compliance with pricing guidelines and contract terms.
• Review sales contracts and order forms to verify completeness, pricing accuracy, and required approvals.
• Maintain accurate opportunity and quote data in Salesforce, ensuring all deal information is properly documented and up to date.
• Coordinate with the Order Management and Finance teams to confirm that booked deals are ready for processing, invoicing, and fulfillment.
• Flag discrepancies or missing information that could delay booking or delivery and proactively work with stakeholders to resolve issues.
• Support compliance with internal sales policies and procedures, including discounting, contract structuring, and deal approvals.
• Participate in training and continuous improvement efforts to streamline the deal desk process and enhance operational efficiency.

Quote Management & Configuration

• Partner closely with Sales to review and configure complex software and subscription-based quotes.
• Ensure pricing, discounts, contract terms, and SKUs align with internal guidelines and business rules.
• Provide real-time support and guidance to Sales on deal structure, approvals, and quote accuracy.

Order Processing

• Own the end-to-end operational process from quote acceptance to order submission.
• Validate orders for completeness and accuracy, including billing details, contract terms, PO requirements, and legal documentation.
• Coordinate with Finance and Legal for order compliance, approvals, and booking readiness.

Deal Review & Policy Compliance

• Enforce pricing, discounting, and contracting policies across all deals.
• Identify and flag deal exceptions requiring approvals and manage workflow to resolution.
• Support audit and reporting efforts by ensuring documentation and deal records are complete and accurate.

Process Optimization

• Identify gaps and inefficiencies in the quote-to-order process and recommend improvements.
• Contribute to the development and maintenance of Deal Desk policies, playbooks, and training materials.
• Partner with cross-functional teams (Sales Ops, Legal, Finance, Customer Success) to align systems and processes.

Qualifications:

• Bachelor’s degree or equivalent work experience in business, finance, operations, or a related field.
• Strong attention to detail with excellent organizational and communication skills.
• Basic understanding of sales operations, pricing models, or contract workflows is a plus.
• Familiarity with Salesforce or other CRM platforms is preferred.
• Comfortable working cross-functionally in a fast-paced environment.
• Proficient in Microsoft Excel, Word, and other business tools.