Deal Desk Specialist

Job Title: Deal Desk Specialist

Department: Sales

About the Role:

As a Deal Desk Specialist you will oversee and optimize the sales process within UU’s deal desk function. Ensuring deals are structured and executed efficiently, supporting sales teams and contributing to revenue growth. The role is crucial in maintaining pricing integrity, contract compliance, and smooth deal flow, often involving collaboration with various departments like sales, finance, and legal.

What You'll Do:

• Serve as a primary advisor to sales on complex and non-standard deal structures, pricing models, and contractual terms.
• Quote-to-Order Management: Manage the end-to-end deal process, including support creating, reviewing, and approving quotes and contracts.
• Serve as the first line of support for non-standard deal requests, helping sales reps navigate approvals and internal processes.
• Own and resolve deal related escalations
• Collaborate to build and maintain Deal Desk playbooks and training materials.
• Validate pricing strategies, ensure contracts align with company policies and legal requirements, and help maintain pricing accuracy.
• Leverage CRM tools to track sales agreements, manage deal progress, and generate reports on sales performance.
• Ensure the integrity and accuracy of SalesForce data, CPQ workflows and SKU creation
• Identify areas for improvement in operational workflows
• Train field sales teams to help onboard them on existing best practices and new implementations.

You’re a great fit for this role if:

• Experience: 1–3 years in Sales Operations, Finance, or Deal Desk
• Strong working knowledge of Salesforce, CPQ tools (e.g., Salesforce CPQ), and contract management systems.
• Previous SaaS, technology or software industry in an operational or data analyst role preferred
• Analytical abilities, critical thinking, attention to detail and ability to work under pressure.

Our Mission:

Unite Us’ mission is to unlock the potential of every community. Our co-founders started Unite Us in 2013 to serve the people they served with. They witnessed firsthand the barriers and inefficiencies in trying to navigate health and social services, and set out to improve that experience for veterans and their families. Unite Us quickly expanded to serving all people who need connections to care across our country. Through Unite Us’ national network and software, community-based organizations, government agencies, and healthcare organizations are all connected to better collaborate to meet the needs of the individuals in their communities. We drive the collaboration to predict, deliver, and pay for services that impact whole-person health. If you want to do well and do good, join Unite Us.

Environmental Job Requirements and Working Conditions:

• This position is remote, U.S. based.
• The target pay range for this role is: $80,000-$85,000. This salary range represents our target hiring range for this role. The proposed salary will be dependent on the candidate's skills, experience, and competencies, as well as location.
• All team members will be required to pass a background check which includes criminal, employment, and education verification

Benefits provided by Unite Us:

Medical, Dental, and Vision

We offer insurance to team members and eligible partners and dependents, including unlimited virtual mental health and acute medical visits.

Wellness

Mental health benefits, such as the Employee Assistance Program (EAP) and wellness platform subscription, are available to all team members.

Flexible Time Off

Take what you need, including volunteer days and mental health days. We also offer 14 paid, company-wide holidays.

Paid Parental Leave

Adoptive parents are included.

Employee Resource Groups

Join our ERGs to connect and engage with colleagues, like Military Veterans

Spending Accounts

We offer tax-advantaged health savings accounts (HSAs), flexible spending accounts (FSAs), and commuter benefits.

401(k) + Employer Match

Enjoy matching, immediate vesting and financial wellness resources

Additional Benefits

Life and AD&D - a company paid benefit, with the option to purchase additional coverage for yourself and your dependents

Disability Coverage

Accident Insurance

Pet Insurance

As part of this work at home job, we will provide you with all the necessary equipment to perform your duties, including a computer, mouse, keyboard as well as other items on our approved list of WFH supplies.

Unite Us is committed to building a diverse team and fostering an inclusive culture, and is proud to be an equal opportunity employer. We embrace and encourage our employees' differences in race, religion, color, national origin, gender, family status, sexual orientation, gender identity, gender expression, age, veteran status, disability, pregnancy, medical conditions, and other characteristics. If you require assistance in applying for open positions due to a disability please email us at [email protected] to request an accommodation.

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