Specialist, Deal Desk

Ready to be a Titan?
Our Revenue Operations team inspires the entire company forward by diving into the details of how we acquire, support, and grow customers every day. We are a tight-knit crew that provides recommendations and insights on the full customer journey, from Marketing to Customer Success. We all have a shared passion for helping small businesses take their business to the next level in an efficient and strategic way.

We are seeking a dynamic and detail-oriented professional to join our team as a Specialist, Deal Desk. In this role, you will be responsible for managing complex, nonstandard deals, collaborating with cross-functional partners, and ensuring the proper execution of deal structures. The successful candidate will play a key role in driving revenue growth while safeguarding contractual compliance and mitigating risks. This role reports directly to the Sr. Manager, Deal Desk.
What you'll do:

• Accountable for continuous review of deal progression and partnering cross-functionally to ensure optimal deal cycle times and flawless execution in the Closed Won process

• Lead the contract drafting process, generating draft documents and working with Legal and Finance to help account teams respond to customer feedback, including managing ‘redline’ changes leading up to customer acceptance

• Ensure efficient execution of deals through standard workflow process on an ongoing basis

• Anticipate and align with account teams to support business needs on a quarterly and annual basis

• Maintain software and processes to manage the Configure, Price, Quote (CPQ) workflow and other contract management tools

• Review proposed sales and professional services quotes, provide feedback, ensure compliance with published sales and business policies, and route approval or escalate quotes as needed based on policy and business judgment

• Partner cross-functionally and serve as key liaison & escalation point for sales, customer adoption, customer success, and other deal related topics

• Manage any required sales contract amendments and addendums, including Renewals, Franchise agreements, and Mergers & Acquisitions

• Identifying opportunities for process improvement and efficiency within the Deal Desk function.

• Manage the end of month audit of SFDC CPQ quotes and opportunities to ensure proper booking treatment.

What you'll need:

• 3+ years of relevant experience in similar role (e.g., Deal Desk, Order Management, Sales Ops) within a SaaS company, required

• Experience with Salesforce, DocuSign, CPQ/CLM software, required

• Proficiency in Google Suite/Microsoft Office, required

• BS/BA in Business Administration, Finance, or a related field, recommended

• ASC 606 knowledge, preferred

• Strong understanding of the Tech Industry, Deal Desk, Finance, Sales Operations

• Exceptional analytical and problem-solving skills

• Effective communication and collaboration skills

• Proven ability to work in a fast-paced, dynamic environment

• Ability to operate independently as well as part of a team

Be Human With Us:

Being human isn’t about checking every box on a list. It’s about the experiences we have, people we meet, and the perspectives we share. So, if you have the skills but are hesitant to apply because of your background, apply anyway. We need amazing people like you to help us challenge the conventional and think differently about the problems that we’re solving. We’re in this together. Come be human, with us. 

What We Offer:

When you join our team, you’re not just accepting a job. You’re making a career move. Here’s how we’ll support you in doing some of the most impactful work of your career:

• Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more. 

• Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to Headspace, Galileo, One Medical, Ginger and more. 

• Support for Titans at all stages of life: Parental leave and support, up to $20k in adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.

At ServiceTitan, we celebrate individuality and uniqueness. We believe that the convergence of fresh perspectives and experiences from all walks of life is what makes our product and culture so great. We strongly encourage people from underrepresented groups to apply. We do not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws.