Bitsight is seeking a Deal Desk/Sales Quoting Specialist to join our finance team. This role will act as a critical liaison between sales and finance, ensuring efficient deal structuring and execution within the quote-to-cash process.
Responsibilities:
* Support quote creation, validation, and submission in Salesforce CPQ
* Partner with sales to structure complex deals that align with pricing guidelines and business goals
* Collaborate cross-functionally with Legal, Finance, RevOps, and Product for deal approval
* Identify opportunities to streamline and scale the quoting and deal approval process
* Maintain documentation for deal structures, approval workflows, and pricing exceptions
* Provide guidance on contract terms, order forms, and amendments to ensure accuracy and consistency
* Track deal desk metrics and help refine policies to improve deal velocity and close rates
* Serve as a subject matter expert on pricing, discounting, and contract best practices
Requirements:
* 1-2 years of relevant work experience in deal desk, sales operations, or a similar role.
* Salesforce experience, particularly with CPQ quoting is preferred.
* Strong Excel skills (intermediate or better) are required.
* Experience in the high-tech industry with a SaaS or subscription revenue model is preferred.
* Exceptional attention to detail, strong organizational skills, and the ability to multitask.
* Adaptability to a fast-paced, changing environment and workload.
* Ability to collaborate effectively with a demanding sales team.