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Senior Deal Desk Specialist
Location
Worldwide
Posted
7 days ago
Salary
$35.3K - $119K / year
Seniority
Senior
No structured requirement data.
Job Description
Senior Deal Desk Specialist
Remote
Role Description Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. What this job can offer you: - The opportunity to own complex, high-value deals end-to-end at a fast-growing global SaaS company. - A role that is 50% execution, 50% strategic — deep CPQ and commercial expertise combined with real influence on how the Sales organization closes deals. - Exposure to strategic deal work — discount governance, deal reviews, and Sales enablement. - A truly async, flexible work environment where ownership and proactivity are valued over process for its own sake. Qualifications - 2–4 years of experience in Deal Desk, Sales Operations, or Revenue Operations in an Enterprise SaaS/B2B company. - Deep expertise in CPQ quoting — complex quote builds, multi-product configurations, pricing logic, and troubleshooting quoting issues. - Strong Salesforce proficiency as a power user — managing cases, accounts, opportunity data, and order records accurately at high volume. - Solid understanding of Quote-to-Cash processes, revenue recognition principles, and order management. - Proven ability to manage a high-volume Deal Desk queue without compromising quality, especially during End of Month, Quarter, and Year End; familiarity with ticketing and knowledge base tools such as Notion and Jira/Atlassian is a plus. - Commercially minded, with a track record of balancing Sales velocity with deal integrity across complex and non-standard situations. - Trusted by Sales as a go-to advisor — someone who gives clear, confident guidance on deal structure and contract options. - Clear communicator who works effectively across Sales, Finance, and Legal without losing momentum on deals. - A natural knowledge-sharer who enjoys upskilling others and raising the bar across the team. - Demonstrates strong automation and AI capabilities. - Writes and speaks fluent English. - It's not required to have experience working remotely, but considered a plus. Requirements - Own complex, non-standard deals end-to-end — multi-product transactions, pricing exceptions, and deals requiring cross-functional input from Finance and Legal. - Serve as the primary escalation point for Deal Desk Associates on deal structure, quoting, and approval questions. - Apply commercial judgment on discount approvals and pricing exceptions, ensuring deals are structured in line with company policy and revenue objectives. - Build and maintain complex quotes in CPQ, ensuring accuracy, completeness, and compliance across high-volume periods. - Own and govern the Closed Won process — ensuring order accuracy, data integrity in Salesforce, and adherence to established workflows. - Monitor and manage the Deal Desk case queue, maintaining SLA standards and handling a high volume of tickets with speed and precision. - Deliver enablement sessions for Sales reps on Deal Desk processes, CPQ quoting, and best practices. - Participate in deal reviews, contributing deal-level insights to Sales leadership discussions. - Work with Finance and Legal on non-standard contract terms and pricing structures for specific deals. - Contribute to Deal Desk SOPs and internal documentation, flagging gaps and proposing improvements to the Lead and Senior Manager. - Support month-end and quarter-end close operations to ensure accurate and timely deal execution. Benefits - Work from anywhere. - Flexible paid time off. - Flexible working hours (we are async). - 16 weeks paid parental leave. - Mental health support services. - Stock options. - Learning budget. - Home office budget & IT equipment. - Budget for local in-person social events or co-working spaces.
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Senior Deal Desk Specialist
Remote - Referral BoardRemote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. With our core values at heart and future-focused work culture, our team works tirelessly on ambitious problems, asynchronously, around the world. We encourage every member of the Remote team to bring their talents, experiences, and culture to the table to help us build the best-in-class HR platform. If you are energetic, curious, motivated, and ambitious, be part of our world. Apply now and define the future of work!
Role Description Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. What this job can offer you: - The opportunity to own complex, high-value deals end-to-end at a fast-growing global SaaS company. - A role that is 50% execution, 50% strategic — deep CPQ and commercial expertise combined with real influence on how the Sales organization closes deals. - Exposure to strategic deal work — discount governance, deal reviews, and Sales enablement. - A truly async, flexible work environment where ownership and proactivity are valued over process for its own sake. Qualifications - 2–4 years of experience in Deal Desk, Sales Operations, or Revenue Operations in an Enterprise SaaS/B2B company. - Deep expertise in CPQ quoting — complex quote builds, multi-product configurations, pricing logic, and troubleshooting quoting issues. - Strong Salesforce proficiency as a power user — managing cases, accounts, opportunity data, and order records accurately at high volume. - Solid understanding of Quote-to-Cash processes, revenue recognition principles, and order management. - Proven ability to manage a high-volume Deal Desk queue without compromising quality, especially during End of Month, Quarter, and Year End. - Commercially minded, with a track record of balancing Sales velocity with deal integrity across complex and non-standard situations. - Trusted by Sales as a go-to advisor — someone who gives clear, confident guidance on deal structure and contract options. - Clear communicator who works effectively across Sales, Finance, and Legal without losing momentum on deals. - A natural knowledge-sharer who enjoys upskilling others and raising the bar across the team. - Demonstrates strong automation and AI capabilities. - Writes and speaks fluent English. - It's not required to have experience working remotely, but considered a plus. Requirements - Own complex, non-standard deals end-to-end — multi-product transactions, pricing exceptions, and deals requiring cross-functional input from Finance and Legal. - Serve as the primary escalation point for Deal Desk Associates on deal structure, quoting, and approval questions. - Apply commercial judgment on discount approvals and pricing exceptions, ensuring deals are structured in line with company policy and revenue objectives. - Build and maintain complex quotes in CPQ, ensuring accuracy, completeness, and compliance across high-volume periods. - Own and govern the Closed Won process — ensuring order accuracy, data integrity in Salesforce, and adherence to established workflows. - Monitor and manage the Deal Desk case queue, maintaining SLA standards and handling a high volume of tickets with speed and precision. - Deliver enablement sessions for Sales reps on Deal Desk processes, CPQ quoting, and best practices. - Participate in deal reviews, contributing deal-level insights to Sales leadership discussions. - Work with Finance and Legal on non-standard contract terms and pricing structures for specific deals. - Contribute to Deal Desk SOPs and internal documentation, flagging gaps and proposing improvements to the Lead and Senior Manager. - Support month-end and quarter-end close operations to ensure accurate and timely deal execution. Benefits - Work from anywhere. - Flexible paid time off. - Flexible working hours (we are async). - 16 weeks paid parental leave. - Mental health support services. - Stock options. - Learning budget. - Home office budget & IT equipment. - Budget for local in-person social events or co-working spaces. Company Description Remote's Total Rewards philosophy is to ensure fair, unbiased compensation and fair equity pay along with competitive benefits in all locations in which we operate. We do not agree to or encourage cheap-labor practices and therefore we ensure to pay above in-location rates. At Remote, we foster internal mobility as a key element of our culture of employee growth and development, supported by a compensation philosophy that guarantees pay equity and fairness. The annual salary range for this full-time position is $35,250 — $119,000 USD.
Role Description UPMC Revenue Cycle is looking to hire Refund Specialists to join our Credits Department. As the Refund Specialist, you will be responsible for processing all credit balances (insurance and self-pay) for refunds. This role will work Monday through Friday during business hours. - Review credit balances for possible distribution to other debit balances. - Ensure that all validated Government payer refunds are processed in a timely manner or within the payer guidelines. - Maintain department productivity guidelines. - Ensure that proper documentation is attached to all refund requests. - Perform duties and job responsibilities in a manner that promotes the core values of UPMC (Quality and Safety, Dignity and Respect, Caring and Listening, Excellence and Innovation, Responsibility and Integrity) in all consumer and UPMC interactions. - Maintain compliance with quality standards. - Prioritize work flow accordingly by balance and aging criteria. - Ensure that all incoming refund requests, either via CRM or email, are processed within 3 business days. - Identify and take action towards the resolution of credit accounts through potential refunds, adjustments, payment transfers, etc. Adhere to the Fair Debt Collection Practices Act and understand the laws and regulations applicable to job functions. - Identify credit balance issues that may impact workflow. - Reconcile refund postings. - Notify management of any trends identified in workflow creating credit balances. Qualifications - High School diploma or equivalent and 1 year of claims processing, billing or collections experience, OR High School diploma or equivalent and 3 years of experience in a business office setting. - A Bachelor's degree is preferred. - Prior experience with Revenue Cycle is preferred. - Knowledgeable in third-party payer guidelines and reimbursement practices required. - Effective problem-solving skills and the ability to make independent decisions are required. - Good oral and written communication skills. - Knowledge of medical terminology, third party payer guidelines and reimbursement practices. - Experience or working knowledge of Microsoft Office products (Word, Outlook, Excel) preferred but not required. - Strong understanding of all patient accounting systems. Requirements - Licensure, Certifications, and Clearances: Act 34. Company Description UPMC is an Equal Opportunity Employer/Disability/Veteran.
Deal Desk Specialist
PagerDutyPagerDuty, Inc. (NYSE:PD) is a global leader in digital operations management, enabling customers to achieve operational efficiency at scale with the PagerDuty Operations Cloud. The PagerDuty Operations Cloud combines AIOps, Automation, Customer Service Operations and Incident Management with a powerful generative AI assistant to create a flexible, resilient and scalable platform to increase innovation velocity, grow revenue, reduce cost, and mitigate the risk of operational failure. Half of the Fortune 500 and nearly 70% of the Fortune 100 rely on PagerDuty as essential infrastructure for the modern enterprise. PagerDuty is Great Place to Work-certified™, a Fortune Best Workplace for Millennials, a Fortune Best Medium Workplace, a Fortune Best Workplace in Technology, and a top rated product on TrustRadius and G2. Go behind-the-scenes at careers.pagerduty.com and @pagerduty on Instagram.
PagerDuty (NYSE:PD) is a leader in Digital Operations Management. In an always-on world, organizations of all sizes trust PagerDuty to help them deliver a perfect digital experience to their customers, every time. Teams use PagerDuty to identify issues and opportunities in real time and bring together the right people to fix problems faster and prevent them in the future. Over 13,000 organizations (including 60 of Fortune 100) rely on PagerDuty to succeed with Digital Transformation, Cloud Migration, and DevOps Modernization. Notable customers include GE, Cisco, Genentech, Electronic Arts, Cox Automotive, Netflix, Shopify, Zoom, DoorDash, Lululemon and more. We are expanding rapidly as a platform for Digital Operations Management using AI/ML and Automation and growing our adoption by Development, IT, Customer Service, Security, and other teams across the organization. As a Deal Desk Specialist on the Deal Desk team at PagerDuty, you will work cross-functionally with Sales, Finance, Marketing, Security, and IT partners in all regions to streamline our Lead-To-Cash Flow. You will be working with intelligent and driven individuals focused on delivering high impact projects. The ideal candidate must be an organized problem solver, data-driven, and have excellent analytical skills. Responsibilities - Serve as the trusted advisor and go-to resources to the Sales teams, building strong relationships for solving complex problems across O2C processes - Educate Sales teams on changes in processes, policies, and best practices to improve performance and release Sales capacity to core Sales activities - You will train, mentor and educate other members of the Deal Desk global team to enable them to provide excellent support to the Field and our customers. - Intake & triage of Deal Desk SFDC Queue - Respond with urgency and be able proactively prioritize your workload. - Identify and explore opportunities for sales process improvements and help drive enablement efforts - Provide deal support to our global sales teams by assisting with manual order forms, deal guidance, system updates and reporting - Identify and resolve issues that could prevent deals from closing in a timely manner - Escalate deal-threatening issues to appropriate leaders when resolution cannot be achieved at the virtual team level - Report, track and follow-up on system related issues affecting your tasks until resolution - Assist with deal enablement and maintaining documentation - Drive special projects in data quality assurance across key areas of our sales team - Support new sales program initiatives as needed Basic Qualifications: - Bachelor’s degree - 2+ year of experience in Sales Operations, Sales Enablement or Deal Desk Preferred Qualifications: - Comfortable with change and an ability to thrive in a fast-moving environment - Excellent interpersonal and communication skills - Ability to learn quickly in a dynamic and collaborative environment - Strong business acumen, organizational, time management skills and attention to detail - Proficient with SFDC CPQ, Google and Microsoft Office products - Ability to process a high volume of transactions with accuracy and integrity - Flexible to extend/shift working hours to accommodate the business The base salary range for this position is $83,000.00 - $125,400.00 USD. This role may also be eligible for bonus, commission, equity, and/or benefits. Our base salary ranges are determined by role, level, and location. The range, which is subject to change based on primary work location, reflects the minimum and maximum base salary we expect to pay newly hired employees for the position. Within the range, we determine pay for an individual based on a number of factors including market location, job-related knowledge, skills/competencies and experience. Your recruiter can share more about the specific offerings for this role, as well as the salary range for your primary work location during the hiring process. Hesitant to apply? We encourage you to submit your resume even if you don't meet every requirement. We value potential and consider each candidate's full professional story. Whether you're exploring a career change or taking your next step, we look forward to reviewing your application. If this just isn’t the right role or time - sign up for job alerts! Where we work PagerDuty operates a hybrid work model with offices in 8 major cities: Atlanta, Lisbon, London, San Francisco, Santiago, Sydney, Tokyo, and Toronto. While we offer flexibility within our established locations, we cannot employ candidates residing in: Location restrictions: Australia: Northern Territory, Queensland, South Australia, Tasmania, Western Australia Canada: Alberta, Manitoba, Newfoundland, Northwest Territories, Nunavut, PEI, Quebec, Saskatchewan, Yukon United States: Alaska, Hawaii, Iowa, Louisiana, Mississippi, Nebraska, New Mexico, Oklahoma, Rhode Island, South Dakota, West Virginia, Wyoming Candidates must reside in an eligible location, which vary by role. How we work Our values guide how we support customers, collaborate with colleagues, develop products, and foster a culture of belonging. They define not just our actions, but what it means to be Dutonian. People Leaders at PagerDuty are responsible for creating high performance environments that drive accountability. PagerDuty has four key dimensions that define our Leadership Impact: Lead Self, Lead the Team, Lead the Business, and Lead the Future. Each dimension has three associated competencies to give leaders a shared language for guiding their development, career, promotion, and succession planning discussions. Our Manager Expectations serve as a practical guide for managers to understand their responsibilities, prioritize their efforts, and drive engagement and performance. What we offer As a global organization, our total rewards approach is competitive with industry standards and aligned with local laws and regulations. Learn more, including country-specific offerings, on our benefits site. Your package may include: - Competitive salary - Comprehensive benefits package - Flexible work arrangements - Company equity* - ESPP (Employee Stock Purchase Program)* - Retirement or pension plan* - Generous paid vacation time - Paid holidays and sick leave - Dutonian Wellness Days & HibernationDuty - companywide paid days off in addition to PTO - Paid parental leave: 22 weeks for pregnant parent, 12 weeks for non-pregnant parent (some countries have longer leave standards and we comply with local laws)* - Paid volunteer time off: 20 hours per year - Company-wide hack weeks - Mental wellness programs *Eligibility may vary by role, region, and tenure About PagerDuty PagerDuty, Inc. (NYSE:PD) is a global leader in digital operations management. The PagerDuty Operations Cloud is an AI-powered platform that empowers business resilience and drives operational efficiency for enterprises. With a generative AI assistant at its core, PagerDuty empowers teams to detect and resolve issues in real time, orchestrate complex workflows, and drive continuous improvement across their digital operations. Trusted by nearly half of both the Fortune 500 and the Forbes AI 50, as well as approximately two-thirds of the Fortune 100, PagerDuty is essential for delivering always-on digital experiences to modern businesses PagerDuty is Great Place to Work-certified™, a Fortune Best Workplace for Millennials, a Fortune Best Medium Workplace, a Fortune Best Workplace in Technology, and a top rated product on TrustRadius and G2. Go behind-the-scenes on our careers site and @pagerduty on Instagram. Additional Information PagerDuty is an equal opportunity employer. PagerDuty does not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, parental status, veteran status, or disability status. Your privacy is important to us. By submitting an application, you confirm that you have read and understand PagerDuty's Privacy Policy. PagerDuty is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. Should you require accommodation, please email accommodation@pagerduty.com and we will work with you to meet your accessibility needs. PagerDuty uses the E-Verify employment verification program.
E&S Litigation Specialist
Selective Insurance Company of AmericaSelective is a midsized U.S. domestic property and casualty insurance company with a history of strong, consistent financial performance for nearly 100 years. Selective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards and honors, including listing in Forbes Best Midsize Employers in 2025 and certification as a Great Place to Work® in 2025 for the sixth consecutive year. Employees are empowered and encouraged to Be Uniquely You by being their true, unique selves and contributing their diverse talents, experiences, and perspectives to our shared success.
Role Description Selective Insurance is seeking an E&S Litigation Claims Specialist who has handled a General Liability Litigation desk. This is a remote position. - Must have expertise in handling a claim from start to finish including: - Initial contact with the insured - Conducting an investigation - Conducting a full coverage review - Drafting coverage letters - Tendering and responding to tenders - Identifying relevant legal and coverage issues - Develop and execute litigation strategy and manage the activities of assigned defense counsel to ensure cost-effective resolution of litigated claims. - May have some responsibility for handling non-litigated cases that are more complex and garage liability claims. - Ensure claims are processed within company policies, procedures, and individual's prescribed authority with exceptional standards of performance. - All job duties and responsibilities must be carried out in compliance with applicable legal and regulatory requirements. Qualifications - Must be able to handle litigation files from start to finish. - College degree preferred. - Minimum 7 years claims handling experience – specifically General Liability claims. - Minimum 5 years experience handling litigation. - Excess Surplus experience is a plus but not necessary. - CPCU designation/course work, Senior Claims Law course work, or other industry training/designations preferred. - Multi-state licensing preferred. Requirements - Investigate litigated claims through telephone, written correspondence, and/or personal contact with claimants, attorneys, insureds, witnesses, and others having pertinent information. - Attend depositions, mediations, and trials as needed. - Analyze information, including depositions, expert reports, attorney evaluations, and medical reports, gained from discovery during litigation to evaluate assigned claims. - Determine the extent of loss, taking into consideration contributory or comparative negligence. - Assign medical or other experts to case and arrange for medical examinations. - Process incoming calls and correspondence from insureds, claimants, and agents regarding questions or problems associated with claims. - Interact with underwriters, brokers, and agents. - Evaluate, negotiate, and settle litigated claims within delegated authority. - Handle litigation files from start to finish. - Update MCS on a continual basis to accurately reflect status of each assigned file. - Do a full liability and damages analysis. - Draft authority reports as needed. - Receive and approve expenses incurred to investigate, process, and handle a claim. - Prepare check requisitions for all loss and expense payments. - Explore salvage and subrogation potential on all claims. - Prepare for and participate in claims review and settlement conferences. - Close claim by issuing check or disclaimer and secure appropriate releases. Benefits - Competitive base salary - Incentive plan eligibility at all levels - Comprehensive health care plans - Retirement savings plan with company match - Discounted Employee Stock Purchase Program - Tuition assistance and reimbursement programs - 20 days of paid time off

