Deal Desk Representative

Crescendo Staffing and Business Consulting Inc.; Quezon City; On-site; PHP 279,000 - 502,200; Full time

Job summary

A leading staffing and consulting firm in the Philippines is seeking a Deal Desk Representative to provide essential sales support for their teams. The role involves validating prices, ensuring compliance, and maintaining accurate data within CRM systems. Ideal candidates should have a bachelor's degree and 1–3 years of sales support experience, preferably with hands-on CRM use. Strong attention to detail and communication skills are essential for success in this fast-paced environment.

Qualifications

• 1–3 years of experience in sales support or deal desk operations.
• Hands-on experience with CRM platforms like Salesforce or Zendesk.
• Basic understanding of sales processes and approval workflows.

Responsibilities

• Provide end-to-end deal support for Sales and Business Development teams.
• Review deal requests for accuracy and compliance with policies.
• Coordinate with Sales, Finance, Legal, and Operations teams.

Skills

Attention to detail

Analytical skills

Organizational skills

Time-management skills

Communication skills

Education

Bachelor's degree in Business Administration, Finance, or Management

Tools

Salesforce

Zendesk

Microsoft Excel

Google Sheets

Job description

Job Title: Deal Desk Representative

Experience Level: 1–3 Years

Location: Philippines

Employment Type: Full-Time

Job Summary

The Deal Desk Representative provides sales support and deal governance by assisting Sales, Business Development, and Pre-Sales teams in structuring, reviewing, and processing commercial deals. The role ensures pricing accuracy, compliance with company policies, and efficient deal turnaround while maintaining high data integrity within CRM systems.

Responsibilities

• Provide end-to-end deal support for Sales and Business Development teams, including pricing validation, deal documentation, and approvals.
• Review deal requests for accuracy, completeness, and compliance with commercial and approval policies.
• Coordinate with Sales, Finance, Legal, and Operations teams to ensure timely deal processing.
• Prepare and validate quotes, proposals, and deal summaries as required.
• Maintain accurate and up-to-date deal records in CRM platforms such as Salesforce, Zendesk, or similar systems.
• Monitor deal status, turnaround times, and approval workflows to support sales efficiency.
• Assist in resolving deal-related issues, discrepancies, or exceptions.
• Support reporting and tracking of deal metrics, pipeline status, and operational performance.
• Ensure adherence to internal controls, documentation standards, and audit requirements.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Management, or a related field (preferred).
• 1–3 years of experience in sales support, deal desk, pre‑sales operations, or similar roles.
• Hands‑on experience with CRM platforms such as Salesforce, Zendesk, or equivalent tools.
• Basic understanding of sales processes, pricing structures, and deal approval workflows.
• Strong attention to detail and ability to manage multiple deal requests simultaneously.
• Good analytical, organizational, and time-management skills.
• Strong written and verbal communication skills.
• Ability to work effectively with cross‑functional teams in a fast-paced environment.

Preferred Skills

Experience supporting B2B sales environments.

Familiarity with contract review, pricing guidelines, or revenue operations processes.

Proficiency in Microsoft Excel, Google Sheets, or similar reporting tools.

• Experience working with global or regional sales teams is an advantage.