TD banking specialist overseeing enterprise payments standards, monitoring, attestation, and governance. Analyzing payment risks, tracking remediation, and supporting Canadian and U.S. businesses.
About the role
- Senior Deal Desk Specialist at Remote managing and owning complex high-value deals. Collaborating across teams to ensure deal integrity and achieve revenue objectives in a flexible, async work environment.
Responsibilities
- 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
Requirements
- 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.
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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