Deal Desk Operations Specialist

4 weeks ago


Santa Clara, California, United States TCWGlobal Full time
Deal Desk Operations Specialist

At TCWGlobal, we are seeking a highly skilled Deal Desk Operations Specialist to join our team. As a key member of our sales operations team, you will be responsible for creating and maintaining accurate pricing and contract data inside the CPQ module of Salesforce.

Responsibilities:
• Work cross-functionally to generate new sales quotes and orders using Salesforce and Salesforce CPQ.
• Manage customer contracts and data in Salesforce, and other systems as needed.
• Perform account reconciliations to ensure customer subscriptions are accurate and notify internal representatives and customers of account modifications.
• Support all commercial related activities including, but not limited to, deal structuring, pricing, review, contract management and providing support to field sales for quoting purposes.
• Manage pipeline integrity/accuracy, review CPQ cleanup dashboard regularly, and provide CPQ reporting as needed.
• Partner with sales operations to participate in driving process improvements and system upgrades in all areas including Salesforce CPQ.
• Act as the liaison between Sales and other key stakeholders involved in the payroll billing process (e.g. Sales Operations, Finance, Service, etc.).

Qualifications:
• At least 1+ years of demonstrated and related experience in any of the following areas: deal desk operations, sales, sales operations, order operations, financial operations, and/or revenue accounting for in the SaaS/B2B industry.
• Demonstrated ability to partner with GTM teams and other cross-functional departments.
• Proficient in MS Excel and in Salesforce CRM or CPQ.
• Strong business acumen, strong reporting and analytics, troubleshooting, problem-solving, and project management skills.
• Ability to think from both a strategic and tactical perspective.
• Basic understanding of revenue recognition rules.
• Excellent organization, time management and prioritization skills; ability to manage multiple, time-sensitive requests independently but also collaboratively with minimal supervision at times.
• Demonstrated ability to communicate and partners across the organization.
• Ability to exercise independent judgement and make business decisions effectively.
• Strong written and verbal communication skills.

What makes you stand out:
• Understanding of revenue recognition principles
• Understanding of Salesforce CPQ
• Knowledge of Sage Intacct
• Experience in payroll product
• Understanding of usage billing

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