Deal Management Specialist

Summary

Join our dynamic team as a Deal Management Specialist in a fully remote position to collaborate with Sales, Finance, Legal, and Product teams, ensuring deals meet company policies and maximize customer value.

Requirements

• 2+ years of experience in deal desk, order management, or related roles within the technology sector
• Strong knowledge of SaaS sales processes, contract terms, and revenue recognition principles
• Analytical mindset: Experience working with complex deals, pricing models, and financial metrics
• Collaborative spirit: Excellent communication skills and a proven ability to work effectively with cross-functional teams
• High attention to detail and a focus on accuracy in financial data and contracts
• Thrives in a fast-paced environment, able to manage multiple priorities and meet deadlines
• Self-starter: You take initiative and are comfortable working with limited supervision
• Advanced proficiency in Microsoft Excel and other analytical tools
• Familiarity with CRM systems (preferably Salesforce)

Responsibilities

• Collaborate with Sales to review, structure, and price complex deals, ensuring they meet company policies and maximize customer value
• Review customer contracts, identify risks, and work with Legal to ensure compliance while supporting Sales in negotiations
• Process and manage incoming orders, ensuring accuracy and alignment with company standards in CRM (Salesforce)
• Serve as a key liaison between Sales, Finance, Legal, and Product teams, facilitating smooth communication and alignment on deals
• Continuously assess and improve internal processes to enhance efficiency and customer satisfaction
• Participate in special projects and contribute to process improvements as needed by management

Benefits

• Comprehensive healthcare coverage to ensure your well-being
• Life & Total Permanent Disability Insurance to protect you and your loved ones
• Cafeteria plan