Deal Desk Specialist (Remote-US)

Why join Nextech?

We are a leader in specialty healthcare technology solutions.

We are an ever-growing team, guided by our iCREATE values of Integrity, Collaboration, Respect, Empowerment, Accountability, Trust, and Excellence. We hold these values in high regard and are driven to succeed in all we do.

We’re committed to hiring and retaining talent, which is why we invest in our employees through competitive pay, a generous bonus structure, great healthcare, a comprehensive wellness program, and many other benefits.

If you are a software engineer, finance or accounting professional, customer support specialist, or a business development expert with a passion for healthcare technology (just to name a few), we want to hear from you.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics are encouraged to apply. If you are a candidate in need of assistance or an accommodation in the application process, please contact [email protected].

Job Summary:

The Deal Desk Specialist will support the Sales and Revenue Operations teams by ensuring the accurate management of quotes, orders, and booked sales. This role plays a critical part in maintaining compliance with pricing policies, improving sales process efficiency and collaborating with cross-functional teams to drive operational excellence.

All activities must comply with Equal Employment Opportunity laws, HIPAA, ERISA, and other applicable regulations.

Essential Functions

• Quote and Order Management:
• Review and approve quotes and order forms to ensure compliance with pricing and discount policies.
• Manage daily quote and pricing approval processes while maintaining agreed-upon SLAs.
• Assist the sales team in creating accurate and complete order forms for seamless processing.
• Data Accuracy and CRM Management:
• Ensure opportunities are correctly recorded and booked in the CRM system.
• Work closely with Order Management to confirm the accuracy of booked sales opportunities.
• Sales Support:
• Provide proactive support and guidance to the sales team to drive new deals, upsells and renewals.
• Support sales managers throughout the entire lifecycle: Lead-to-Quote, Contract-to-Order and Booking-to-Renewal/Up-sell/Cross-sell.
• Collaboration and Efficiency:
• Collaborate with finance to validate the accuracy of sales orders and maintain compliance.
• Contribute to initiatives aimed at improving efficiency and simplifying sales and operational processes.
• Other Responsibilities:
• Take on additional tasks and responsibilities as required to meet business objectives.

Minimum Qualifications

• 1–2 years of experience in deal desk, finance, contracts, sales operations or a revenue-related role.
• Familiarity with Salesforce CPQ (Configure, Price, Quote) tool.
• Proven ability to work collaboratively with cross-functional teams and build strong business relationships.
• Excellent listening, analytical, and organizational skills.
• Experience in order management/administration in a fast-paced environment.
• Strong ability to prioritize tasks to meet business goals.

Preferred Requirements

• Solid understanding of the sales process, including navigating and progressing complex sales cycles.
• Experience in the SaaS/software industry.
• Bachelor’s degree or equivalent professional experience.
• Experience in training and creating process documentation.

Total Rewards

• Generous annual bonus opportunity
• 401(k) with Employer Match
• Flexible Time Off: take time off when you need it without worrying about available hours
• 10 paid holidays + 1 floating holiday
• Volunteer Time Off
• Insurance: Choice of Medical, Dental, and Vision plans
• Health Savings Account with employer match
• Flexible Spending Account
• 100% Company-Paid Parental leave
• 100% Company-Paid Life Insurance and Short/Long Term Disability Insurance
• iCREATE Employee Recognition Program
• Wellness Program including discounts on medical premiums
• Employee Assistance Program with free counseling sessions available
• Corporate Discounts on Retail, Travel, and Entertainment
• Pet Insurance options

Working Environment/Physical Demands

• Remote
• Activities require a significant amount of work in front of a computer monitor.