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Precisely

Sales Operations Specialist

Posted 13 Days Ago
Remote
Hiring Remotely in United States
Mid level
Remote
Hiring Remotely in United States
Mid level
The Deal Desk Representative will assist the Sales, Legal, and Finance teams with deal structuring, pricing, contract management, and compliance, while streamlining sales processes and maintaining accurate records.
The summary above was generated by AI

Application and Interview Impersonation NoticeImpersonating another individual when applying for employment, and/or participating in an interview process to assist another individual in obtaining employment, with Precisely Software Incorporated (“Precisely”) is unlawful.  If Precisely identifies such fraudulent conduct, then as applicable and to the extent permitted by law, the application will be rejected, an offer (if made) will be rescinded, or the employment will be terminated, and legal action may be taken against the impersonators.

Precisely is the leader in data integrity. We empower businesses to make more confident decisions based on trusted data through a unique combination of software, data enrichment products and strategic services. What does this mean to you? For starters, it means joining a company focused on delivering outstanding innovation and support that helps customers increase revenue, lower costs and reduce risk. In fact, Precisely powers better decisions for more than 12,000 global organizations, including 95 of the Fortune 100. Precisely's 2500 employees are unified by four company core values that are central to who we are and how we operate: Openness, Determination, Individuality, and Collaboration. We are committed to career development for our employees and offer opportunities for growth, learning and building community. With a "work from anywhere" culture, we celebrate diversity in a distributed environment with a presence in 30 countries as well as 20 offices in over 5 continents. Learn more about why it's an exciting time to join Precisely!

Overview:

We are seeking a motivated and detail-oriented Deal Desk Representative to join our seasoned team. In this role, you will support our Sales, Legal, Services and Finance teams by assisting with deal structuring, pricing, contract management, and ensuring compliance with company policies. You will play a key role in streamlining the sales process, enabling our teams to close deals efficiently while maintaining accuracy and adherence to standards.

What you will do:

  • Support the sales team in preparing quotes and proposals for our SaaS and cloud solutions.
  • Assist with gathering finance and legal approval of sales deals, including but not limited to deal structure, pricing discounts, and contract terms
  • Enforce global deal policies to ensure compliance with revenue recognition (e.g., ASC 606) rules, contracting standard, and corporate standards.
  • Maintain accurate records of deals, approvals, and related documentation in CRM and deal management systems
  • Help identify process improvements to increase deal desk efficiency and effectiveness.
  • Provide timely responses to internal stakeholders regarding deal status and requirements.
  • Participate in training sessions to understand product offerings, pricing models, and deal desk procedures
  • Interact with internal stakeholders, including but not limited to Legal, Sales Operations, Sales Finance, Revenue Assurance, Business Units, Order Management, Credit and other functions.
  • Regularly communicate with your sales teams to ensure consistent application of process and policy.

What we are looking for:

  • 3-5 years of relevant experience in deal desk, finance, or sales operations roles
  • Strong attention to detail and organizational skills.
  • Excellent written and verbal communication abilities.
  • Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).
  • Experience with CRM (e.g. Salesforce), CPQ tools (e.g. Salesforce CPQ) and contract lifecycle management systems are required.
  • Experience in structuring multi-element contracts including subscriptions, licenses, services and support.
  • Ability to work independently in a fast-paced environment.
  • Willingness to learn and adapt to evolving processes and technologies
  • Bachelor’s degree in Business, Finance, or related field; equivalent experience is a plus

This position is 100% remote anywhere in the US


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The personal data that you provide as a part of this job application will be handled in accordance with relevant laws. For more information about how Precisely handles the personal data of job applicants, please see the Precisely Candidate Privacy Notice

Top Skills

CRM
Microsoft Office Suite
Salesforce
Salesforce Cpq

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