Deal Desk Specialist
WFA Digital Insight
The demand for skilled Deal Desk Specialists has surged in recent years, with companies like PagerDuty leading the way in digital operations management. As the remote job market continues to grow, professionals with expertise in sales operations, deal desk, and process improvement are in high demand. With over 13,000 organizations relying on PagerDuty, this role offers a unique opportunity to work with a wide range of clients and teams. Before applying, candidates should be prepared to showcase their analytical skills, ability to work in a fast-paced environment, and experience with sales operations tools like SFDC CPQ.
Job Description
About the Role
The Deal Desk Specialist role at PagerDuty is a critical position that requires working closely with cross-functional teams, including sales, finance, marketing, security, and IT, to streamline the Lead-To-Cash Flow process. This role is ideal for organized problem solvers who are data-driven and have excellent analytical skills. As a Deal Desk Specialist, you will be responsible for building strong relationships with sales teams and serving as a trusted advisor for solving complex problems across O2C processes.The ideal candidate will be an expert in sales operations, with a strong understanding of the sales cycle, pricing, and contract management. They will also be proficient in using tools like SFDC CPQ, Google, and Microsoft Office products. This role is perfect for individuals who are comfortable with change, thrive in fast-moving environments, and have a strong business acumen.
PagerDuty is a leader in digital operations management, and this role offers a unique opportunity to work with a wide range of clients and teams. The company's platform uses AI/ML and automation to help organizations deliver a perfect digital experience to their customers. With over 13,000 organizations relying on PagerDuty, this role is an exciting opportunity to be part of a growing and innovative company.
What You Will Do
- Serve as a trusted advisor and go-to resource for sales teams, building strong relationships to solve complex problems across O2C processes
- Educate sales teams on changes in processes, policies, and best practices to improve performance and release sales capacity to core sales activities
- Train, mentor, and educate other members of the Deal Desk global team to enable them to provide excellent support to the field and customers
- Intake and triage of Deal Desk SFDC Queue
- Respond with urgency and prioritize workload
- Identify and explore opportunities for sales process improvements and help drive enablement efforts
- Provide deal support to global sales teams by assisting with manual order forms, deal guidance, system updates, and reporting
- Identify and resolve issues that could prevent deals from closing in a timely manner
- Escalate deal-threatening issues to appropriate leaders when resolution cannot be achieved at the virtual team level
- Report, track, and follow up on system-related issues affecting tasks until resolution
- Assist with deal enablement and maintaining documentation
- Drive special projects in data quality assurance across key areas of the sales team
- Support new sales program initiatives as needed
What We Are Looking For
- Bachelor's degree
- 2+ years of experience in sales operations, sales enablement, or deal desk
- Excellent interpersonal and communication skills
- Ability to learn quickly in a dynamic and collaborative environment
- Strong business acumen, organizational, time management skills, and attention to detail
- Proficient with SFDC CPQ, Google, and Microsoft Office products
- Ability to process a high volume of transactions with accuracy and integrity
- Flexible to extend/shift working hours to accommodate the business
- Strong analytical skills and ability to work in a fast-paced environment
Nice to Have
- Experience with sales operations tools like SFDC CPQ
- Knowledge of contract management and pricing
- Familiarity with digital operations management platforms
- Certification in sales operations or a related field
- Experience working in a remote or distributed team environment
Benefits and Perks
- Competitive salary range
- Bonus, commission, equity, and/or benefits
- Opportunity to work with a growing and innovative company
- Collaborative and dynamic work environment
- Professional development and growth opportunities
- Flexible working hours and remote work options
- Access to the latest sales operations tools and technologies
- Comprehensive health and wellness benefits
- Generous PTO and vacation time
- Remote stipend and home office setup support
How to Stand Out
- Tip: Make sure to highlight your experience with sales operations tools like SFDC CPQ and your ability to work in a fast-paced environment.
- Be prepared to provide specific examples of how you have improved sales processes and driven enablement efforts in your previous roles.
- Showcasing your analytical skills and attention to detail will be crucial in this role, so be sure to highlight these skills in your application.
- Familiarize yourself with PagerDuty's digital operations management platform and be prepared to ask informed questions during the interview process.
- Don't be afraid to negotiate your salary and benefits package - PagerDuty is known for offering competitive compensation and perks.
- Red flag: If the company is not willing to provide a clear understanding of the role and responsibilities, or if the hiring process is overly complicated or lengthy.
- Tip: Make sure to research the company culture and values, and be prepared to discuss how you align with them.
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