Deals Specialist
4 weeks ago
Role Summary
The Deals Specialist role at Allocate is a critical position that requires strong communication skills and attention to detail. As a Deals Specialist, you will be the frontline representative for Sales Operations, working closely with the sales, marketing, finance, and product teams to ensure seamless contract management and process improvements.
Key Responsibilities
The Deals Specialist will be responsible for:
• Managing the inbound Deals inbox and triaging requests from various teams
• Handling basic commercial queries and providing timely responses
• Managing commercial processes, including quote to cash lifecycle, renewals, and adherence to RLDatix commercial standards
• Drafting contract amendments and reviewing legally binding documents
• Maintaining cleanliness of Salesforce data and performing other tasks as required by the Sales Systems and Commercials Manager
Requirements
To be successful in this role, you will need:
• A finance or business background
• Experience with CRM platforms (ideally Salesforce)
• Knowledge of the quote to cash lifecycle and commercial processes
• Strong communication and leadership skills
• Ability to adapt and learn in a fast-paced environment
What We Offer
As a Deals Specialist at Allocate, you will have the opportunity to work with a global Sales team, develop your skills and knowledge, and contribute to the growth and success of our organization.
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