As a Deal Desk Operations Specialist, you will own the operational execution and system-level efficiency of Postscript’s end-to-end deal lifecycle. This role is responsible for translating deal desk policies, pricing frameworks, and approval rules into fast, reliable, and low-friction workflows across quoting, contracting, approvals, and booking.
You will partner closely with the Deal Desk Manager, Financial Analyst – Deal Desk, Sales, Finance, and Legal to reduce manual effort, eliminate rework, and shorten deal cycles. This is a builder role for someone who enjoys improving systems, automating handoffs, and designing scalable workflows that save time for Account Executives and Finance.
What You’ll Do
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Own deal execution from quote creation through contract generation and booking, ensuring accuracy, compliance, and speed
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Configure and manage products, pricing, approvals, quoting, and bookings within Salesforce and CPQ
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Manage contract workflows in SpotDraft, including template usage, redlines, approvals, and escalations to Legal when required
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Build, maintain, and optimize automated workflows using tools such as Zapier and Rattle to reduce manual steps and status chasing
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Identify friction points in deal flow and implement process or system improvements to reduce cycle time and rework
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Partner with the Deal Desk Manager to operationalize pricing guardrails, approval rules, and non-standard deal handling
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Ensure clean, complete handoffs between Sales, Finance, Legal, and downstream teams
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Maintain high data quality standards across deal records, approvals, and documentation
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Support Sales with deal configuration and process guidance to minimize back-and-forth during negotiations
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Document deal desk processes, workflows, and system logic to support scale, consistency, and onboarding
What We’re Looking For
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5+ years of experience in Deal Desk Operations, Revenue Operations, Sales Operations, or a similar role at a high-growth technology company
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Strong hands-on experience with Salesforce; CPQ experience strongly preferred
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Experience working with contract lifecycle management tools such as SpotDraft or similar platforms
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Demonstrated ability to build workflows and automations using tools like Zapier; experience with Slack-based tooling (e.g., Rattle) a plus
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Process-oriented mindset with a strong bias toward automation, simplification, and continuous improvement
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High attention to detail and strong ownership of execution quality
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Ability to work cross-functionally and support Sales without becoming a bottleneck
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Comfort operating in ambiguity and iterating processes as the business evolves
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Experience with Salesforce and contract lifecycle management tools (e.g., SpotDraft) preferred