Remote Deal Desk Specialist At project Growth

Location: 100% Remote (Work From Home)

Employment Type: Contract

Salary: $1.5K per month

Elevate Your Career as a Remote Deal Desk Specialist at Project Growth

Project Growth is a dynamic, remote-first SaaS company helping businesses scale with cutting-edge sales and revenue operations solutions. We’re searching for a meticulous, tech-savvy, and highly organized Remote Deal Desk Specialist to play a vital role in optimizing our sales workflows. If you’re passionate about revenue operations, pricing models, and cross-functional alignment, this is the ideal role for you. You’ll work closely with Sales, Finance, and RevOps to ensure our deals are not only closed quickly—but done right the first time.

Why Project Growth Is Your Next Career Move

• 100% Remote Flexibility – Work from anywhere within CT/PT time zones with no commute
• Stable Contract Role – Enjoy predictable monthly income while developing in-demand SaaS skills
• Fast-Paced Growth Environment – Be part of a digital-first agency scaling innovative B2B solutions
• Advanced Tech Stack – Gain real-world experience with Salesforce, Google Sheets, HubSpot, ClickUp, and revenue recognition tools
• Collaborative Culture – Join a remote team that values transparency, data-driven decisions, and cross-functional communication

Key Responsibilities You’ll Own

Quote Management & Approvals

• Collaborate with the Sales team to generate, review, and finalize pricing quotes
• Validate that all quotes comply with corporate policies and discount structures
• Ensure all approvals are secured in a timely manner to support sales velocity
• Maintain records of quote approvals and revisions to support audit trails

Full-Cycle Deal Desk Support

• Own the deal desk workflow from proposal to signed contract
• Resolve issues related to pricing inconsistencies, non-standard terms, and order configurations
• Serve as the subject matter expert on pricing logic, service tiers, and fee structures
• Actively monitor deals in-flight to avoid delays in signing or miscommunication

Fee Schedule & Revenue Management

• Manage fee schedules and ensure they align with projected revenue recognition
• Work with Finance to post and reconcile revenue entries in compliance with accounting standards
• Flag discrepancies in contract terms that may impact financial projections

Salesforce CRM Oversight

• Maintain and update Salesforce with accurate deal information including opportunity stages, quote values, and product selections
• Conduct periodic audits to ensure system integrity and clean pipeline data
• Create automation rules where possible to streamline quote generation and approvals
• Implement and manage data validation protocols to ensure accurate reporting metrics

Operational Process Enhancement

• Identify inefficiencies in the current quote-to-cash workflow and recommend improvements
• Partner with RevOps to design scalable processes for future team expansion
• Develop playbooks and documentation to guide future Deal Desk hires
• Introduce automations using Salesforce Flows, Zapier, or CRM integrations to reduce manual errors

Cross-Functional Deal Collaboration

• Coordinate with Sales, Customer Success, Finance, Legal, and RevOps to ensure cohesive deal execution
• Serve as the communication bridge between field reps and back-office teams
• Lead deal desk calls when needed to align on high-priority deals or complex terms
• Provide guidance to new team members and educate Sales staff on quoting best practices

Reporting & Forecasting Alignment

• Build and maintain dashboards that track approval cycle times, quote accuracy, and deal volume
• Provide insights to leadership regarding trends in deal performance and bottlenecks
• Work closely with Finance to ensure forecasting accuracy based on approved quotes
• Support quarterly planning by analyzing past deal data and pricing performance

What You Need to Bring to the Table

Core Requirements

• 2–3 years of experience in Deal Desk Operations, Sales Enablement, Revenue Operations, or Sales Support
• Strong expertise in Salesforce CRM, particularly with deal tracking and approval workflows
• Proficiency in Google Sheets or Excel, with the ability to create pivot tables, v-lookups, and automation scripts
• Solid understanding of SaaS or B2B pricing models, revenue recognition concepts, and quote management

Valuable Skills

• Familiarity with tools such as HubSpot, ClickUp, Asana, or similar platforms
• Strong analytical skills and a keen eye for process optimization
• Ability to work independently and proactively prioritize tasks
• Effective verbal and written communication skills
• Collaborative mindset and willingness to coordinate across departments
• Understanding of construction tech, professional services, or similar industries is a plus

Who You Are: Ideal Candidate Persona

Detail-Oriented & Organized

You love structure, process, and systems. Every deal is handled meticulously, and you never let inconsistencies slip by. You know how to manage multiple stakeholders without missing a beat.

Analytical & Process-Oriented

You thrive on building better workflows and spotting inefficiencies in sales processes. You love leveraging tools and automation to reduce bottlenecks.

Experienced in SaaS & CRM Ecosystems

You’ve worked in fast-paced B2B or SaaS companies and understand the nuances of digital product pricing, recurring revenue, and user-based licensing.

Collaborative & Self-Motivated

You enjoy working with people as much as you enjoy working with numbers. You’re independent but know how to loop in the right people to resolve complex issues.

Tech-Literate & Data-Driven

You know your way around CRM platforms, spreadsheets, revenue recognition tools, and reporting dashboards—and you know how to make them work together.

Tools & Platforms You’ll Master

• Salesforce CRM – Core platform for quoting, approvals, and deal lifecycle tracking
• Google Sheets / Microsoft Excel – Data management, forecasting, automation
• HubSpot / Marketing CRMs – Integration with SalesOps and RevOps workflows
• Slack – Primary communication tool for daily updates and real-time coordination
• ClickUp / Asana – Task management and workflow tracking for deal approvals
• DocuSign / PandaDoc – Contract execution tools integrated with deal desk workflows
• Revenue Recognition Tools – For forecasting and fee schedule compliance

What Your Day Will Look Like

• Review new quote requests and validate for policy compliance
• Collaborate with Sales and Finance to finalize pricing and contract terms
• Log approved quotes and update Salesforce data to reflect accurate status
• Identify blockers in the approval chain and resolve them proactively
• Run daily reports to review deal flow and communicate updates to stakeholders
• Propose enhancements to current systems for better automation and scalability

Remote Work Requirements

• Work Hours: Must be available Monday through Friday, 9 AM – 5 PM CT/PT
• Availability: Real-time communication expected during core hours via Slack and Zoom
• Equipment: Reliable internet, secure workstation, and a quiet, professional remote setup
• Accountability: Daily check-ins, weekly sprint planning, and performance tracking

Perks & Benefits of Working with Project Growth

• Consistent monthly income through stable contract work
• Work-life balance and flexibility with a fully remote role
• Gain exposure to high-value B2B deals in a growth-oriented environment
• Opportunity to lead initiatives and shape operational frameworks
• Access to advanced CRM platforms and automation tools
• Expand your network by working cross-functionally with senior leaders
• Enhance your resume with measurable impact in a globally distributed team

How to Apply

We want to get to know the real you. Here’s how to put your best foot forward:

Step 1: Complete the Application Form

Share your professional background, CRM experience, and examples of how you’ve contributed to revenue operations in past roles.

Step 2: Submit a Personal Video

Record a short (2–3 minute) video introducing yourself, your experience with Salesforce or deal desk operations, and what excites you about working at Project Growth.

Step 3: Apply Online

Click the application link, attach your materials, and hit submit. We review every application carefully and personally.

Apply Here

Final Thoughts

This role isn’t just about processing quotes or logging deals—it’s about being the backbone of a sales function that moves fast, wins consistently, and operates with integrity. If you’re passionate about creating seamless processes, collaborating across teams, and ensuring deals are done right, this is your chance to thrive in a fully remote role with real impact.

Let’s grow together.