Deal Desk Specialist I - REMOTE

Net Health; United States; Remote; USD 52,000 - 65,000; Full time

Benefits offered by this job

Unlimited PTO

Comprehensive Benefits Package

Work From Anywhere

Job summary

Net Health is seeking a Deal Desk Specialist I to manage quotes, contracts, and client data using Salesforce CPQ and NetSuite. You will work closely with Sales, Finance, and Legal to ensure accuracy and policy compliance while building foundational deal desk expertise.

The role offers a remote, work-from-anywhere environment in the United States with opportunities to contribute to process improvements and automation initiatives within a collaborative team.

Qualifications

• Bachelor's degree or equivalent professional experience in a related role such as Deal Desk, Sales Operations, or Order Management (1–3 years; healthcare experience a plus)
• Self-directed with strong critical thinking and problem-solving abilities
• Excellent communication with technical and non-technical audiences at all levels
• Proficiency with systems like Salesforce CPQ and NetSuite
• Detail-oriented with strong organizational and time management skills

Responsibilities

• Review and process incoming deal requests from Sales using Salesforce CPQ and NetSuite, ensuring quotes, contracts, data, and docs are accurate and compliant
• Collaborate with Sales and cross-functional teams to clarify deal details and facilitate progression
• Create proposal documents and legal paperwork in Salesforce CPQ for all quotes submitted to Deal Desk
• Support execution of quotes and contracts with Finance and Legal within established timelines
• Provide guidance to Deal Desk teammates and research contract terms as needed
• Identify opportunities for process improvements and automation
• Develop expertise in core Deal Desk areas: Quote Building, Finance Check, Legal Check, Cancellations, SARs

Skills

Communication

Problem-solving

Time management

Cross-functional collaboration

Detail-oriented

Education

Bachelor's degree or equivalent

Tools

Salesforce CPQ

Microsoft 365

Job description

About Net Health

Belong. Thrive. Make a Difference.

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-growth and profitable company, we help caregivers harness data for human health. We also honor and respect the needs of our Net Health family and staff, which is why we offer a work-from-anywhere environment and unlimited PTO. Our welcoming and collaborative culture paired with progressive benefits makes Net Health the ultimate career home!

As a leading-edge SaaS company in healthcare, we deliver solutions that help patients get better, faster, and live more fulfilling lives. Our software and predictive analytics cover the continuum of care, from hospital-to-home, across various medical specialties. Come join us and start the next chapter of your exciting career while helping others to live better lives.

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

Click Here to Learn More!:

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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 escape 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 A word on Al-assisted candidate fraud & deepfakes: Our company maintains a zero-tolerance policy for the use of Al tools to misrepresent a candidate's skills, experience, or qualifications during the hiring process. We utilize advanced screening methods to detect such practices and reserve the right to disqualify and report candidates who violate this policy.