Overview
This role supports transactional deal activity and provides administrative assistance that helps the sales team close business efficiently and accurately. Reporting to the Team Lead, Deal Desk, the position focuses on verifying deal details, ensuring approvals are documented and routed correctly, maintaining quote/contract data quality, and meeting service standards in a fast-moving sales environment. The role also serves as a resource for customer-facing teams on transactional deal questions.
Responsibilities
- Review and verify incoming deals for accuracy; confirm transactions adhere to revenue recognition policies and operational guidelines.
- Ensure approvals for non-standard deals are properly documented, raised to the right approval levels, and resolved within set timeframes.
- Handle contract amendments (e.g., billing address changes, term extensions, product swaps) by preparing required documentation and routing approvals as needed.
- Maintain data integrity in Salesforce CPQ by identifying and correcting quote or contract discrepancies.
- Enter and update deal data points accurately in Salesforce and related systems that drive org-wide KPIs.
- Monitor an internal Slack deal support hotline channel and route requests appropriately.
- Support customer-facing teams by answering transactional questions and assisting with deal input (e.g., quote status, required approvals).
- Consistently meet defined SLAs and service standards to support timely and accurate bookings and resolutions.
- Provide general administrative support to the Deal Desk team.
Requirements
- Bachelor’s degree or equivalent experience preferred.
- 1+ year experience in data entry, sales support, customer service, or operations.
- Strong attention to detail, accuracy, and consistency in work.
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
- Strong communicator in English at a professional level (written and verbal).
- Proactive, collaborative, and eager to learn sales operations processes.
Preferred Qualifications
- Familiarity with Salesforce, Google Workspace, Microsoft Suite, and Adobe tools.
Compensation & Benefits
- This is a contract position paid a monthly rate (USD).
- This role will not be eligible to participate in company-sponsored benefits.
Location & Schedule
- Contract duration is estimated at 12 months with potential for extension (extension not guaranteed).
- Work hours: 8 hours a day, Monday–Friday between 8:00am–8:00pm (Eastern Standard Time - US). Flexibility on start time is available as long as 8 hours/day are completed within this window. Interviews will also take place between these times.
- Must be located in one of the following countries: Argentina; Brazil; Chile; Colombia; Costa Rica.
- Personal computer/laptop is required for this role. The device must be a Mac (Apple) product.
- This role is remote.
Additional Information
- Offers are contingent upon successful completion of a background check as part of the pre-employment process.