Deal Desk Specialist

What do we need

Dotmatics is looking for a Deal Desk Specialist based remotely. The Deal Desk Specialist will support key initiatives to improve the function and efficiency of global deal desk execution, from demand identification to delivery. As a member of the Sales Support team, you will collaborate closely with the Global Sales team to ensure the deal approval process is followed and assist in the development of RFPs. You will also act as a key point of contact between the sales team and executive reviewers.

In this role, you will get to:

• Prepare, participate in, and document multiple weekly calls to review and assist in securing executive approval for deals in the deal desk pipeline
• Ensure the timely completion of critical approval actions, working in close alignment with the sales team
• Maintain and update the RFP response templates, including drafting specific responses when needed
• Work collaboratively with internal teams such as Legal, Finance, Pre-sales, and Sales Operations to ensure deals are executed efficiently and accurately
• Assist in maintaining the delegation of approval matrix to support various deal approval level requirements
• Support the sales leadership, services, and finance teams to help ensure that deals maintain financial rigor and meet margin thresholds
• Engage with the Sales Team to help accelerate deal velocity, track progress, and report using Dotmatics BI tools
• Assist in identifying risks and help manage change control processes for deals in progress
• Collaborate with sales, customer success, finance, and services to help maintain the foundational processes for a high-performing Deal Desk, ensuring smooth and quick review and closure of high-value customers
• Help optimize and manage the continuous deal pipeline by ensuring adherence to deal desk guidelines and contributing to process improvement initiatives
• Act as a collaborative partner to the sales organization and support functions to facilitate deal execution and approvals
• Support in streamlining deal processes and workflows
• Provide project support and facilitation throughout the deal desk process
• Contribute to the collection and analysis of deal-related data to assist in decision-making

We are looking for people who have 2-5 years of experience supporting projects and working with a sales team. You'll have proven success in the Enterprise B2B SaaS industry working in Deal Desk, Finance, Sales Operations, or Pricing. You'll also demonstrate a customer-focused, innovative, and problem-solving approach to deal execution

The key skills we are looking for:

• Advanced proficiency in Microsoft Office and a working knowledge of Finance
• Experience in Direct and Channel Sales models, pricing strategies, and international business is a plus
• Familiarity with SFDC CPQ and other sales-related systems, including data enrichment tools, is preferred
• Strong communication, time management, and multitasking skills, especially during periods of high volume
• Ability to work extended schedules during month-end and quarter-end cycles