Deal Desk Specialist

Summary

Join Nextech, a leader in specialty healthcare technology solutions, as a Deal Desk Specialist! You will support Sales and Revenue Operations by ensuring accurate quote, order, and sales management, maintaining pricing policy compliance, and improving sales process efficiency. This role involves collaborating with cross-functional teams to achieve operational excellence and requires strong analytical, organizational, and communication skills. Nextech offers competitive pay, a generous bonus structure, great healthcare, a comprehensive wellness program, and many other benefits. We are committed to hiring and retaining talent and offer a supportive and inclusive work environment. Apply today!

Requirements

• 1–2 years of experience in deal desk, finance, contracts, sales operations or a revenue-related role
• Familiarity with Salesforce CPQ (Configure, Price, Quote) tool
• Proven ability to work collaboratively with cross-functional teams and build strong business relationships
• Excellent listening, analytical, and organizational skills
• Experience in order management/administration in a fast-paced environment
• Strong ability to prioritize tasks to meet business goals

Responsibilities

• Review and approve quotes and order forms to ensure compliance with pricing and discount policies
• Manage daily quote and pricing approval processes while maintaining agreed-upon SLAs
• Assist the sales team in creating accurate and complete order forms for seamless processing
• Ensure opportunities are correctly recorded and booked in the CRM system
• Work closely with Order Management to confirm the accuracy of booked sales opportunities
• Provide proactive support and guidance to the sales team to drive new deals, upsells and renewals
• Support sales managers throughout the entire lifecycle: Lead-to-Quote, Contract-to-Order and Booking-to-Renewal/Up-sell/Cross-sell
• Collaborate with finance to validate the accuracy of sales orders and maintain compliance
• Contribute to initiatives aimed at improving efficiency and simplifying sales and operational processes
• Take on additional tasks and responsibilities as required to meet business objectives

Preferred Qualifications

• Solid understanding of the sales process, including navigating and progressing complex sales cycles
• Experience in the SaaS/software industry
• Bachelor’s degree or equivalent professional experience
• Experience in training and creating process documentation

Benefits

• Generous annual bonus opportunity
• 401(k) with Employer Match
• Flexible Time Off: take time off when you need it without worrying about available hours
• 10 paid holidays + 1 floating holiday
• Volunteer Time Off
• Insurance: Choice of Medical, Dental, and Vision plans
• Health Savings Account with employer match
• Flexible Spending Account
• 100% Company-Paid Parental leave
• 100% Company-Paid Life Insurance and Short/Long Term Disability Insurance
• ICREATE Employee Recognition Program
• Wellness Program including discounts on medical premiums
• Employee Assistance Program with free counseling sessions available
• Corporate Discounts on Retail, Travel, and Entertainment
• Pet Insurance options
• Remote