Deal Desk Specialist I - REMOTE

Net Health; Pittsburgh (Allegheny County); Remote; USD 52,000 - 65,000; Full time

Benefits offered by this job

Work-from-anywhere environment

Unlimited PTO

Comprehensive benefits package

Career development

Job summary

Net Health is seeking a Deal Desk Specialist I to support quote building, contract processing, client data maintenance, and documentation workflows using Salesforce CPQ and NetSuite. You will collaborate with Finance, Sales, and Legal to ensure deal accuracy and policy compliance, handling increasingly complex scenarios over time.

We value a self-directed, detail-oriented professional who thrives in a fast-paced environment, with opportunities for process improvements and growth within a

Qualifications

• Bachelor’s degree or equivalent experience in a related field (1–3 years in Deal Desk, Sales Ops or Order Mgmt)
• Strong problem-solving with sound judgment to escalate when needed
• Excellent communication across technical and non-technical audiences
• Experience learning enterprise systems like Salesforce CPQ and NetSuite
• Detail-oriented with strong organizational and time-management skills
• Collaborative with matrixed, geographically dispersed teams
• Comfortable handling ambiguity and shifting priorities
• Proven ability to manage multiple tasks and meet deadlines

Responsibilities

• Review and process incoming deal requests using Salesforce CPQ and NetSuite
• Ensure quotes, contracts, client data, and docs are accurate and compliant
• Clarify deal details with Sales and cross-functional partners to move deals forward
• Create proposal documents and legal paperwork in Salesforce CPQ for quotes
• Support execution of quotes and contracts with Sales, Finance, and Legal
• Provide guidance to Deal Desk colleagues on contract terms
• Participate in projects and ownership of assigned subtasks and milestones
• Identify workflow improvements and automation opportunities
• Develop expertise in at least one core process area: Quote Building, Finance Check, Legal Check, Cancellations, SARs

Skills

Critical thinking

Communication

Relationship-building

Enterprise systems

Time management

Collaboration

Ambiguity management

Process improvement

Education

Bachelor’s degree in Business or related field

Tools

Salesforce CPQ

NetSuite

Microsoft 365

Job description

Are you looking for a meaningful and satisfying career where you have endless opportunities to grow and be financially rewarded? Net Health may be the perfect place for you.

A high-growthand profitable company, we help caregivers harness data for human health.Wealsohonor and respect the needs of our Net Health family and staff,which is why weoffer awork-from-anywhere environment and unlimited PTO.Ourwelcomingand collaborativeculturepaired with progressive benefits makesNet Healththe ultimate career home!

As a leading-edgeSaaScompany in healthcare, we deliver solutions that help patients get better, faster, and livemore fulfilling lives. Our software and predictive analytics coverthecontinuum of care, fromhospital-to-home, across various medical specialties. Come join us andstart the next chapter of your exciting careerwhile helping otherstolive better lives.

World-Class Benefits That Reflect Our World-Class Culture.

#WorkFromAnywhere#UnlimitedPTO#ComprehensiveBenefitsPackage#EmployeeResourceGroups #CasualDressCode #PrioritizedEmployeeWellness#DiversityAndInclusion#AVoice#NewHireSupport#CareerDevelopment #EducationalAssistance #EmployeeReferralBonus#ProgressiveParentalLeave

JOB OVERVIEW

The Deal Desk Specialist I executes quote building, contract processing, client data maintenance, and documentation workflows using Net Health’s Salesforce CPQ and NetSuite systems, ensuring deal accuracy and policy compliance. Working collaboratively with Deal Desk team members and cross-functional partners in Finance, Sales, and Legal, this role processes incoming deal requests while building foundational expertise in core operations. As competency develops, the Specialist I takes on increasingly complex deal scenarios, contributes to process improvement initiatives, and applies strategic problem-solving with greater independence.

RESPONSIBILITIES AND DUTIES

• Review and process incoming deal requests from Sales using Salesforce CPQ and NetSuite, ensuring quotes, contracts, client data, and documentation are accurate, complete, and aligned with company contracting policies and procedures
• Proactively engage with Sales and cross-functional departments to clarify deal details and resolve questions as needed to facilitate deal progression
• Create proposal documents and legal paperwork in Salesforce CPQ for all quotes submitted to Deal Desk
• Partner with Sales, Finance, and Legal teams to support the execution of quotes and contracts within established systems and timelines
• Provide support and guidance to Deal Desk team members, including researching and clarifying contract-related terms and questions
• Support departmental projects and initiatives, taking ownership of assigned subtasks and milestones
• Identify opportunities for process improvement, workflow optimization, and automation
• Build toward recognized expertise in at least one core Deal Desk process area:
  • Quote Building
  • Finance Check
  • Legal Check
  • Cancellations
  • Site Action Requests (SARs)

QUALIFICATIONS

• Bachelor’s degree in Business or related field, or equivalent professional experience (1-3 years in relevant role such as Deal Desk, Sales Operations, or Order Management; healthcare industry experience a plus)
• Self-directed with strong critical thinking and problem-solving abilities; sound judgment regarding when to seek guidance and elevate issues
• Excellent communication and relationship-building skills across technical and non-technical audiences at all organizational levels
• Proficiency with computer applications and demonstrated ability to learn enterprise systems such as Salesforce CPQ and NetSuite
• Detail-oriented with strong organizational and time management capabilities
• Collaborative work style with ability to build effective relationships and work seamlessly across matrixed teams and geographically dispersed functions
• Comfortable managing ambiguity and adapting to changing priorities
• Proven ability to manage multiple concurrent tasks and meet deadlines especially during high-volume times or in high-stress environments
• Process-oriented mindset with interest in identifying workflow improvements

REQUIRED SOFTWARE EXPERIENCE

• Salesforce CPQ or equivalent CRM
• Microsoft 365 applications (Excel, Word, PowerPoint, Outlook)

Note: This job description is not intended to be all-inclusive. Employee may perform other related duties as requested to meet the ongoing needs of the organization.

Salary Range: $52,000.00 - $65,000.00 USD

Candidate Integrity & Monitoring Notice:

We maintain a zero-tolerance policy for using AI tools, deepfakes, or impersonation to misrepresent a candidate's identity, skills, or qualifications during hiring. We use screening and identity verification methods to detect this and reserve the right to disqualify and report violations. Company-issued equipment, systems, and network activity are monitored for security and compliance purposes; details are provided during interviews and in our employee policies.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.