Deal Desk Specialist

About This Position

The Deal Desk / Commercial Quoting and Contracting Specialist maintains broad, in-depth knowledge of Waystar's solution portfolio, with particular expertise in SKU and pricing management. This role supports the planning, design, and execution of business initiatives by defining requirements, recommending solutions, and coordinating testing and implementation. The Specialist also supports the Sales team by preparing, reviewing, and routing custom price quotations for approval.

This position manages order acceptance and maintains an accurate backlog. This role reviews and interprets customer contracts to confirm compliance with corporate policies and advises on the appropriate approach for entering orders, working closely with Finance, Legal, Sales, and Information Technology.

What You'll Do

• Develop and maintain technical guidance for SKU creation and new product launches in partnership with Product Management and other subject matter experts.
• Maintain broad, current knowledge of Waystar's solution portfolio and licensing models.
• Support the Sales team by maintaining quoting tools, defining specifications, coordinating testing, and partnering with Information Technology.
• Process and review sales quotes and related contract documents in accordance with department service-level agreements.
• Manage the custom quoting tool and associated processes, including:
• Coordinating activities across clients, functional departments, Product Management, and Development.
• Establishing service expectations and monitoring performance against internal service-level agreements.
• Leverage technology to remove roadblocks and improve efficiency throughout the Quote-to-Cash cycle.
• Partner with Sales Enablement to develop training materials and process documentation for quoting services.
• Analyze open orders, identify obstacles, and coordinate timely resolution to support on-time customer delivery.

What You'll Need

• Bachelor's degree in business, finance, or a related field required; MBA or equivalent relevant experience preferred.
• Five or more years of relevant experience, or an equivalent combination of education and experience.
• Three or more years of product and pricing experience.
• Excellent written, verbal, and interpersonal communication skills, with the ability to clearly convey technical and business concepts.
• Knowledge of Salesforce and Salesforce CPQ best practices preferred.
• Strong problem-solving skills, including the ability to navigate ambiguity and adapt to changing priorities.
• Strong attention to detail and a proactive approach to identifying and resolving issues.
• Demonstrated experience implementing process improvements and contributing to cross-functional projects.
• Knowledge of SKU management, pricing strategies, and compliance best practices.
• Proficiency in Microsoft Office Suite.

Waystar Perks

• Competitive total rewards (base salary + bonus, if applicable)
• Customizable benefits package (3 medical plans with Health Saving Account company match)
• We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays
• Paid parental leave (including maternity + paternity leave)
• Education assistance opportunities and free LinkedIn Learning access
• Free mental health and family planning programs, including adoption assistance and fertility support
• 401(K) program with company match
• Pet insurance
• Employee resource groups

This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.