Deal Desk Specialist

About the role

It's fun to work in a company where people truly BELIEVE in what they're doing!

Role Overview

The Deal Desk Specialist is a critical operational role within our Deal Desk team, responsible for processing quote approval requests, supporting the sales team throughout the sales cycle, and maintaining corporate governance for sales transactions. This position is designed to help Sales maximize revenues and gain approvals on sales transactions in the most efficient manner that supports organizational goals and meets customer needs.

This role serves as a foundational position within the Deal Desk career path, providing opportunities to develop skills, gain experience, and potentially advance to more senior roles within the team.

Core Responsibilities

Deal Management and Compliance

• Proactively assume end-to-end responsibility for assigned quote approval requests.
• To expedite bookings, ensure all quotes and order forms are:Complete and accurate
• Contract compliant with historical contract terms and pricing
• Aligned with internal policies and business guidelines
• Consistent across deal use cases
• Provide guidance to Sales on complex deal structures including high-value transactions during corporate review and approval.
• Provide transactional guidance to Sales while maintaining corporate governance of all sales related transactions.
• Provide a high level of communication, coordination, and support throughout the sales process ensuring accurate and timely transactions.
• Work with the Finance and Sales to ensure sales transacts quickly and efficiently during the approval process.
• Take appropriate actions to address any discrepancies or compliance issues.
• Follow established Deal Desk processes and procedures and escalate complex or unusual order situations to senior team members and/or management as necessary.
• Assume responsibility for logging partner deal registrations while taking appropriate actions to address any discrepancies.

Sales Support and Cross-Functional Collaboration

• Serve as Subject Matter Expert (SME) for quoting, pricing, deal flow, and order processing for the sales organization.
• Work closely with all functional areas to identify, coordinate, structure, approve, and administer opportunities in a manner that aligns organizational goals with financial obligations and regulations.
• Provide guidance on deal flow process, business terms and conditions, and elevate specialized issues for approval and resolution.
• Collaborate with internal stakeholders including Sales, Order Management, Finance, Product, and Legal teams on contractual redlines to efficiently process agreements.
• Proactively respond to Deal Desk inquiries from Sales.

Continuous Improvement

• Participate in process improvement initiatives.
• Provide feedback on existing quote approval processing workflows.
• Stay current with product, pricing, and policy updates.
• Contribute to team knowledge sharing and learning.
• Test operational changes to minimize deal disruption upon rollout.

Qualifications and Competencies

Required Skills

• At least 3 plus years of experience in Deal Desk, Sales or Sales Operations role in the software industry.
• Familiarity with accounting and software revenue recognition principles.
• Excellent professional written and verbal communication skills.
• Ability to embrace new technology, applications, and solutions.
• Desire to work closely with peers, must be self-motivated with attention to detail.
• Must have strong people/customer service skills.
• High computer application literacy including Microsoft Office Suite.
• Ability to work efficiently in a fast-paced environment.
• SFDC, CPQ, CLM, and DocuSign experience a plus.
• Strong attention to detail.
• Analytical and problem-solving capabilities.
• Excellent communication and interpersonal skills.

Performance Expectations

• Maintain high accuracy in quote approval processing.
• Meet established processing time guidelines.
• Provide responsive and professional support to Sales.
• Demonstrate willingness to learn and grow within the role.
• Proactive customer-service approach to supporting Sales inquiries.

Information Security

Information security is everyone's responsibility. A fundamental principle of information security at Rocket Software is that all individuals in the organization have a responsibility for the security and protection of company information and IT Resources over which they have control, according to their role.

Diversity, Inclusion & Equity

At Rocket we are committed to an inclusive workplace environment, where every Rocketeer can thrive by bringing their full selves to work. Being a Rocketeer means you are part of our movement to continually drive inclusivity, diversity and equity in our workforce.

• #LI-Remote
• #LI-SG1

Pay and benefits

Annual salary range for this position is between $59,500.00 - $80,325.00 gross before taxes..

What Rocket Software can offer you in USA

• Unlimited Vacation Time as well as paid holidays and sick time
• Health and Wellness coverage options for Rocketeers and dependents
• Life and disability coverage
• Fidelity 401(k) and Roth Retirement Savings with matching contributions
• Monthly student debt benefit program
• Tuition Reimbursement and Certificate Reimbursement Program opportunities
• Leadership and skills training opportunities

At Rocket Software, we believe AI is a critical enabler of innovation and productivity. All Rocketeers are expected to actively leverage AI-powered tools and technologies, where appropriate, to enhance efficiency, improve decision-making, and deliver greater impact in their roles. Embracing continuous learning and the responsible use of AI is an essential part of how we work.

As part of our commitment to a safe and trustworthy workplace, we include background and reference checks in our hiring process.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!