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Deal Desk Specialist

Deal Desk Specialist

RocketWashington, DC, US
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Deal Desk Specialist

It's fun to work in a company where people truly BELIEVE in what they're doing! Job Description Summary : The Deal Desk Specialist is a critical operational role within Rocket Software Global Sales team. and is responsible for processing quote approval requests, supporting the sales team throughout the sales cycle, and maintaining corporate governance for sales transactions. 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.

Essential Duties and Responsibilities :

  • Serve as Subject Matter Expert (SME) for quoting, pricing, deal flow, and order processing for the sales organization.
  • Proactively assume end-to-end responsibility for assigned quote approval requests.
  • Provide guidance on deal flow process, business terms and conditions, and elevate specialized issues for approval and resolution.
  • Provide guidance to Sales on complex deal structures including high-value transactions during corporate review and approval.
  • Collaborate with internal stakeholders including Sales, Order Management, Finance, Product, and Legal teams on contractual redlines to efficiently process agreements.
  • 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.
  • 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.

Required Qualifications :

  • At least 2 years of experience in Deal Desk, Deal Review or similar role in the software industry.
  • Knowledge of pricing and revenue recognition principles
  • Excellent professional written and verbal communication skills with the ability to work effectively with cross-functional teams and colleagues, as well as customers
  • Experience working with Salesforce, or other CRM tool
  • High computer application literacy including Microsoft Office Suite.
  • SFDC, CPQ, CLM, and DocuSign experience a plus.
  • Committed to Rocket's core values of empathy, humanity, trust and love
  • 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.

    The base salary range for this role is $62,800.00 - $78,500.00 / year. Exact compensation may vary based on skills, experience, and location.

    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
  • EOE M / F / Vet / Disability. Rocket Software Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Rocket Software Inc. is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

    Rocket is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please call : 781-577-4321 or send an email to people@rocketsoftware.com. We will make a determination on your request for reasonable accommodation on a case-by-case basis.

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    Deal Desk Specialist • Washington, DC, US

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