Deal Desk Specialist

Job Title: Deal Desk Specialist (Entry-Level)
Location: Bangalore
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 ensure smooth deal execution by maintaining data integrity in Salesforce, aligning quotes with pricing policies, and collaborating across teams for timely processing and delivery.

Key Responsibilities:

Quote & Deal Management

• Assist Sales with creating and updating quotes, ensuring alignment with pricing guidelines, discounting policies, and contract terms.
• Review sales contracts and order forms for accuracy, completeness, and required approvals.
• Validate quotes and configurations, including SKUs, pricing, and terms, for compliance with internal policies.
• Provide real-time support to Sales on deal structure and approval workflows.
• Maintain accurate opportunity and quote data in Salesforce.

Order Processing, Coordination & Fulfilment

• Manage the end-to-end process from quote acceptance through order submission.
• Validate order readiness, including billing details, legal documentation, and PO requirements.
• Collaborate with Order Management, Finance, and Legal to ensure timely booking, invoicing, and fulfillment.
• Coordinate the post-booking handoff to Fulfillment and Provisioning teams to ensure ordered products, subscriptions, and services are delivered, activated, and provisioned accurately and on schedule.
• Track orders through fulfillment to confirm successful delivery and resolve any holds or exceptions that could delay customer go-live.
• Serve as the point of contact between Sales, Order Management, and Fulfillment to keep all parties aligned on delivery timelines, requirements, and status.

Policy Compliance & Audit Support

• Enforce internal sales policies related to pricing, discounting, and contracting.
• Identify and manage deal exceptions, ensuring appropriate approvals are obtained.
• Support audit and reporting efforts by maintaining complete and accurate deal documentation.

Process Optimization & Cross-Functional Collaboration

• Identify inefficiencies and recommend improvements in the quote-to-order process.
• Contribute to development and updates of Deal Desk playbooks, policies, and training resources.
• Partner with Sales Ops, Legal, Finance, and Customer Success to streamline systems and workflows.

Qualifications:

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