Deal Desk Agent

A company is looking for a Deal Desk Agent to manage the deal execution lifecycle for critical customers. Key Responsibilities Implement and manage quote generation and approval workflows in Configure Price Quote (CPQ) Coordinate contract drafting, redlines, and signature workflows with legal teams Analyze deal cycle analytics and create dashboards to identify bottlenecks and recommend automations Required Qualifications Experience implementing or administering Configure Price Quote (CPQ) systems, particularly with Salesforce Background in finance or legal operations in a fast-paced environment Proven ability to reduce deal cycle times through process optimizations or automation Hands-on experience with configuring and maintaining CPQ rulesets and approval workflows Ability to balance business, financial, and legal priorities in decision-making

Apr 25, 2025 - 07:50

A company is looking for a Deal Desk Agent to manage the deal execution lifecycle for critical customers. Key Responsibilities Implement and manage quote generation and approval workflows in Configure Price Quote (CPQ) Coordinate contract drafting, redlines, and signature workflows with legal teams Analyze deal cycle analytics and create dashboards to identify bottlenecks and recommend automations Required Qualifications Experience implementing or administering Configure Price Quote (CPQ) systems, particularly with Salesforce Background in finance or legal operations in a fast-paced environment Proven ability to reduce deal cycle times through process optimizations or automation Hands-on experience with configuring and maintaining CPQ rulesets and approval workflows Ability to balance business, financial, and legal priorities in decision-making