Insight Global · 2 weeks ago
Deal Desk Specialist
Insight Global is looking for an experienced Deal Desk Specialist to manage the execution of complex deals and streamline approval processes to enhance sales speed and volume. This role involves working with sales and cross-functional teams to ensure smooth deal flow through various stages such as pricing, legal, and compliance.
EmploymentHuman ResourcesRecruitingSales
Responsibilities
Drive revenue by working cross-functionally between sales, pricing, legal, finance, compliance, and underwriting in an effort to shorten the sales cycle time
Serve as a strategic business partner to the sales organization and support functions to facilitate complex deal approvals
Serve as a coordination point across internal stakeholders to identify friction points within sales processes and accelerate deal velocity and cycle time
Optimize and manage a continuous deal pipeline by ensuring sales and sales support follows deal desk guidelines
Create and continuously update Deal Desk process documentation and actively drive governance
Identify and track process improvement opportunities in order to build a priority list of high impact solutions across the sales org
Qualification
Required
Bachelor's Degree in business or equivalent experience
At least 2+ years of experience in Sales Operations or a similar role (Finance, Ops, etc.)
Strong communication skills, both verbal and written
Deal desk experience strongly preferred
Working knowledge of Salesforce (including Einstein Analytics) or similar CRM and Microsoft Office Suite
Can-do attitude with a strong sense of priorities, accountability, and ownership
Excellent problem-solving skills, organization, attention to detail, and ability to manage multiple tasks in a fast-paced team environment
Successful track record working with cross-functional and remote teams
Ability to effectively work under pressure and to meet challenging deadlines
Preferred
Experience in payments, fintech, consulting, and/or large enterprise sales
Working knowledge of Tableau
Ability to effectively work under pressure and to meet challenging deadlines
Willingness to travel occasionally if needed (4 or fewer times per year, dependent on companies Covid travel restrictions)
Company
Insight Global
Insight Global provides top talent and staffing solutions that help job seekers find careers in healthcare, finance, IT, and government.
Funding
Current Stage
Late StageTotal Funding
unknown2010-07-01Acquired
Recent News
Maryland Daily Record
2025-09-26
Company data provided by crunchbase