Position Overview:

The Deal Desk Contractor will play a pivotal role within the Deal Desk team, focusing on the seamless integration of deals into clients' Salesforce and Salesforce CPQ systems. This position demands a high degree of organization, attention to detail, and comprehensive understanding of Salesforce system dynamics. Effective communication skills and the capacity to adhere to guidelines while proactively suggesting process enhancements are imperative for success in this role.

Job Details:

  • Work from Home
  • Monday to Friday | 8 AM to 5 PM MST or 8 AM to 5 PM CEST (Budapest, Hungary)

Responsibilities:

  • Ensure the preservation of data integrity standards throughout the entire deal lifecycle, from quotation to finalization.
  • Collaborate closely with Finance, Accounting, and Revenue Operations teams to guarantee the accuracy and consistency of quotas across both Salesforce and our backend financial infrastructure.
  • Assume accountability for the flawless execution of Opportunity and Quote creation from newly acquired entities into Instructure's Salesforce environment.
  • Meet established Service Level Agreements (SLAs) for deal entry and auditing, ensuring adherence to prescribed processes, documentation, and information accuracy.
  • Identify opportunities for system and process optimization, including bug identification and gap analysis, and collaborate with Deal Desk management to effect necessary improvements.

Qualifications:

  • Bachelor's Degree in Business, Finance, Accounting, Economics, or relevant field experience.
  • Prior operational experience preferred.
  • Exposure to SaaS or high-tech industries advantageous.
  • Proficient in multitasking and prioritization.
  • CRM experience required, with preference for Salesforce CRM proficiency.
  • Strong interpersonal and communication skills.