Deal Desk Specialist (Deal Desk Team)
The Deal Desk Specialist supports the sales organization by assisting in processing sales deals, ensuring accuracy and compliance with company policies. This entry-level role involves managing sales quotes, contract documentation, and coordinating between sales, finance, and legal teams to facilitate smooth deal flow and contribute to overall sales success.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Role overview
Confidential Client (Sales) is seeking an entry-level Deal Desk Specialist to join the Deal Desk team in Framingham, MA. This role supports the sales organization by processing and tracking deals, preparing standard contract documents, and helping maintain accurate records in CRM/CPQ systems. This is an excellent opportunity for candidates with 0–2 years of sales operations, deal desk, or administrative experience who want to grow into a sales operations career in a SaaS/technology environment.
What You’ll Do
- Assist with processing sales requests and ensure accurate documentation of deal data.
- Review basic sales quotes and proposals for completeness and accuracy.
- Support generation of sales quotes using CPQ tools under supervision.
- Help prepare and distribute standard contract documents.
- Track and update deal progress in CRM and deal-tracking systems.
- Respond to basic inquiries regarding deal status and documentation.
- Coordinate communication between sales, finance, and legal teams to gather information for approvals.
- Maintain organized deal files and assist in documenting deal desk procedures.
- Support data entry and accuracy within CRM/CPQ systems (e.g., Salesforce, Ironclad).
Qualifications
- Bachelor’s degree in Business, Finance, or related field preferred.
- 0–2 years of experience in a deal desk, sales operations, sales support, or similar role — experience in a SaaS or technology company is a plus.
- Basic understanding of sales processes and contract/quote administration.
- Familiarity with CRM and CPQ tools (Salesforce, Ironclad, or similar) is a plus.
- Strong attention to detail and commitment to data accuracy.
- Good organizational and time-management skills.
- Clear written and verbal communication skills; able to collaborate across teams.
- English proficiency required.
Compensation & Location
- Location: Framingham, MA (onsite / client-specified location)
- Employment type: Full-time
- Salary range (annual Total Cash Compensation): $70,000 to $100,000. Actual pay within this range depends on factors including work location and individual qualifications. This posting complies with applicable pay transparency requirements.
Perks & Benefits
- Health insurance
- Travel insurance
- Employee Assistance Program (EAP)
- Employee Resource Groups (ERGs)
- Paid parental leave
- Relief fund and additional employee support programs
- Opportunities for career growth and sales enablement training
- Commission/bonus programs where applicable
About Confidential Client
Confidential Client is a leading brand visibility and digital marketing platform serving customers across startups to enterprise organizations. The company delivers data-driven, AI-enabled insights across SEO, content, paid media, and other channels to help customers improve online performance. The sales organization operates globally and offers career growth, onboarding bootcamps, and a performance-driven culture.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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