Deal Desk Specialist

4 weeks ago

Toronto, Canada Allocate Full time

Role Summary

The Dealdesk Specialist role is the frontline representative for Sales Operations. As the Dealdesk Specialist, you benefit from exposure to the sales, marketing, finance, and product teams. The role will triage, direct, and answer requests from these groups. Requests may include contract retrieval to client negotiations, and even process improvements. This position is a highly fluid, high touch role, with the opportunity for immense growth and learning. As the Dealdesk Specialist, you are an incredibly important resource for our sales team, and are often leaned on as the knowledge center for Sales Operations.

Key roles and responsibilities

The key roles and responsibilities expected to be delivered by the Dealdesk Specialist include:

· Managing the inbound Dealdesk inbox help requests

­ Triaging requests, handling basic commercial queries

· Managing commercial processes, including but not limited to:

­ Quote to cash lifecycle

­ Renewals

­ Adherence to RLDatix commercial standards

­ Cleanliness of Salesforce data

· Drafting of contract amendments

· Review of legally binding documents, such as Master Services Agreements

· Document management

· Other tasks as required by the Sales Systems and Commercials Manager

The Dealdesk Specialist will be responsible for delivering on the following metrics:

· Accuracy and timeliness of responses to queries

· Ability to assist on other matters, as required


Skills/Qualifications/Experience Required

Essential:

· Finance or business background

· Experience with CRM platforms (ideally Salesforce)

· Knowledge of quote to cash lifecycle

· Strong communication skills

· Ability to lead without authority

· Willingness to adapt and learn

Desirable:

· Prior experience working with a global Sales team

· Exposure and some experience creating and improving organizational processes

· Experience working in the Healthcare industry, preferably hospitals

· Prior experience with contract negotiations, ideally in excess of $10,

· Knowledge of SAAS business model


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