This role operates at the center of our go-to-market organization, partnering closely with
Sales, Finance, Legal, Pricing and Packaging, and Revenue Operations to support the
structuring and execution of commercial agreements. The Deal Desk Senior Specialist
will play a key role in helping accelerate deal velocity while ensuring alignment with
pricing policies, approval guidelines, and revenue recognition requirements.
This is a highly collaborative and detail-oriented role that requires strong organizational
skills, business acumen, and a willingness to learn. The ideal candidate is early in their
career and interested in developing expertise in quote-to-cash processes, SaaS deal
structures, and cross-functional operations.
What You’ll Own Deal Support & Execution - Support Sales teams in structuring standard and non-standard deals
- Review quotes for accuracy, completeness, and compliance with company policies
- Assist with resolving deal-related questions and escalations
Pricing, Discounting & Governance - Apply pricing and discounting guidelines to ensure consistency and compliance
- Help enforce approval workflows and documentation requirements
- Maintain accurate records of deal terms and approvals
Order Management & Quote-to-Cash Support - Assist in the seamless transition of closed deals into order processing and billing
- Partner with Accounting and Revenue teams to ensure data accuracy
- Support adherence to revenue recognition policies (ASC 606)
Cross-Functional Collaboration - Work closely with Sales, Finance, Legal, Revenue Operations, and Pricing teams
- Help facilitate communication and alignment across stakeholders
- Provide timely updates on deal status and requirements
Operational Effectiveness - Support process improvements across the deal lifecycle
- Identify data inconsistencies or inefficiencies and escalate as needed
- Maintain documentation of processes, policies, and best practices
What You Bring - 1–3 years of experience in Deal Desk, Sales Operations, Finance, Accounting, or a
related field - Strong attention to detail and organizational skills
- Basic understanding of SaaS business models or willingness to learn
- Ability to manage multiple priorities in a fast-paced environment
- Strong communication and collaboration skills
- Proficiency in Excel or Google Sheets
Preferred Qualifications:- Experience in Finance, Accounting, Sales Ops, or RevOps
- Exposure to CRM systems (e.g., Salesforce) or CPQ tools
- Familiarity with quote-to-cash or order management processes
- Interest in pricing strategy or SaaS operations
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All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, ethnicity, age, disability, marital status, or any other characteristic protected by law.
Genfinity as an Equal Opportunity Employer, believes in each person’s potential, and we’ll help you achieve yours.
All information will be kept confidential according to EEO guidelines.
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