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About the Role

Deal Desk sits at the heart of the sales engine, powering the journey from lead to quote to order to revenue. This role owns the health of the operational stack, ensuring data flows cleanly and the full funnel remains trustworthy. It blends business acumen, technical fluency, and a passion for helping people, offering a front-row seat to the sales process with the trust to keep it running smoothly.

Responsibilities

• Own DealHub (CPQ) issue escalation, including investigation, cross-team coordination, and driving fixes.
• Maintain Salesforce and Control Panel data integrity by identifying and resolving duplicate accounts and field errors.
• Monitor new and recently closed opportunities to ensure accurate opportunity types, ownership, and metadata.
• Proactively track Stage 0 pipeline, flagging gaps and following up to ensure deal progression.
• Maintain the weekly RVP report, ensuring data is current for Sales Ops analysis and distribution.
• Maintain rep assignment logic and the Sales Assignment Calculator to ensure correct account routing.
• Own internal metadata files, ensuring reference data is accurate and accessible.
• Run regular Salesforce hygiene checks across accounts, contacts, opportunities, and activities.
• Audit active accounts for valid, up-to-date contracts tied to the latest Closed Won opportunity, flagging and resolving gaps.
• Lead resolution for incorrect customer billing, coordinating with Finance, Billing, and CS to issue credits and document outcomes.
• Handle ad hoc billing requests and one-time customer fixes.

Requirements

• Entry-level/junior role seeking potential over extensive experience.
• Tech-savvy with strong process-oriented thinking.
• Excellent people skills and a genuine service mindset.
• Highly detail-oriented with a strong sense of ownership and follow-through.
• Experience with quoting/CPQ systems is a plus.
• DealHub experience is a bonus.

Skills

• HubSpot
• Salesforce
• SalesLoft
• DealHub
• Mdoc
• Billing systems
• Control Panel
• CPQ

Experience Level

• Entry-level
• Junior