Deal Desk Analyst at Payscale managing quotes and contracts in Salesforce CPQ. Supporting Sales Operations team to enhance revenue efficiency through streamlined processes and clear data.
Responsibilities
Creating and updating Quotes in Salesforce CPQ according to the Revenue and Customer Success Approval Matrix.
Processing requests via email and Salesforce queues to update language, formatting and/or Order details on an Order Form within SLAs.
Coordinating with Finance or Legal to approve non-standard requests and then set up CPQ and Salesforce accordingly in order to execute.
Reviewing, compiling and sending clean copies of contracts for signature via DocuSign.
Requirements
2+ years in a sales support, contracting, or deal desk role
Experience with Salesforce and SaaS accounting principles
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