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Deal Desk Specialist

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

Canada, United States

Offer summary

Qualifications:

Bachelor’s degree in business, finance, or related field, 2+ years in sales operations or deal desk role, Advanced proficiency in Excel and Salesforce, Strong analytical and data management skills.

Key responsabilities:

Review and process all sales deals
Calculate renewal rates and pricing for contracts

Radformation SME http://www.radformation.com

51 - 200 Employees

See all jobs

Job description

Work at Radformation

Cancer rates increase year after year, yet high-quality care is not universal. By automating and standardizing the treatment planning workflow, Radformation aims to create a system where any patient anywhere can receive the same high-quality care.

We strive daily to reduce cancer's global impact and help save more of the 10 million lives it claims each year. Our unwavering commitment is to deliver reliable, high-quality, automated solutions that allow clinics to standardized care for every single person in need.

The Deal Desk Specialist will play a pivotal role in the Sales Operations team, managing the end-to-end deal lifecycle with a focus on accurate bookings, renewal calculations, and optimizing pricing and discounting strategies. This position requires a high degree of analytical expertise, operational precision, and proficiency in handling complex datasets and CRM platforms to ensure the integrity of sales data. You will collaborate closely with cross-functional stakeholders, including Sales, Finance, and Accounting, to streamline deal approval workflows, enforce pricing policies, and support revenue growth by delivering actionable insights and operational excellence.

Responsibilities

Review and process all sales deals, ensuring accuracy in pricing, prorations, and discounts.

Partner with Sales, Finance, and Operations teams to structure and approve complex deals, including custom pricing arrangements and non-standard terms.

Calculate renewal rates, mid-term adjustments, and pricing for contract amendments, ensuring compliance with company policies and customer agreements.

Accurately enter and maintain deal and customer information in the CRM system (e.g., Salesforce), upholding the highest standards of data integrity and consistency.

Develop and maintain tools and spreadsheets for analyzing deal performance, pricing strategies, margin analysis, and revenue impact.

Collaborate with Accounting and Finance to ensure bookings align with revenue recognition policies (e.g., ASC 606) and support compliance audits.

Identify and implement opportunities to optimize the deal desk process for greater efficiency, scalability, and accuracy.

Provide support for quarterly and annual sales forecasting and reporting, delivering insights into pipeline health and deal trends.

Ensure compliance with contracting and pricing policies, documenting approval processes and managing escalations for non-standard terms.

Required Experience

Bachelor’s degree in business, finance, accounting, economics, data science, or a related field.

2+ years of experience in sales operations, finance, or a deal desk role within a SaaS environment.

Advanced proficiency in Microsoft Excel and Google Sheets; experience with Salesforce or other CRM platforms is required.

Strong analytical and data management skills, with the ability to interpret and synthesize complex datasets into actionable insights.

Exceptional attention to detail and organizational skills, with a track record of ensuring data accuracy.

Excellent written and verbal communication skills, with the ability to effectively interact with diverse stakeholders.

Proven ability to multitask and prioritize effectively in a fast-paced, dynamic environment

Preferred Experience

4+ years of experience in sales operations, finance, or a deal desk role in a SaaS environment.

Proficiency in programming languages such as JavaScript, Python, or SQL, with the ability to create or enhance tools for data analysis and process automation.

Experience in MedDevice SaaS or within a high-growth technology company.

Familiarity with revenue recognition principles (ASC 606) and SaaS pricing models.

Demonstrated ability to navigate and prioritize competing demands with poise, professionalism, and a solution-oriented mindset.

What makes us so RAD?

We take care of our people!

Radformation offers top-tier medical, dental, vision care for employees and their families. Each role comes with our 401(k) & employer match vest immediately and you'll never have to stress about taking the time you need with self-managed PTO. We support our growing RAD families with generous parental leave, along with additional part-time work to help transition back into the swing of things. We are a fully remote team and while we may be apart, virtual events, yearly retreats and a collaborative work environment keep us close and connected.

Cancer transcends any individual differences we may have. That's why at Radformation we celebrate diversity and are committed to creating an inclusive environment for all employees. We are proud to be an equal opportunity workplace and an affirmative action employer.