Deal Desk Specialist

The role

The Deal Desk Specialist ensures deals are fast, well-structured, and compliant. This role sits at the intersection of Sales and Finance to manage deal velocity, revenue quality, and the Quote-to-Cash process.

What you will do

• Review and approve pricing, discounting, and structure to move deals from quote to close.
• Spot contract risks before signature and align deals with ASC 606 and approval policies.
• Ensure Salesforce/CPQ Quote-to-Cash process runs cleanly end to end.
• Partner with Sales, Finance, Tax, and Legal using a shared playbook.
• Operationalize new products, pricing models, and acquisitions from kickoff to rollout.

Required qualifications

• Bachelor's degree in Business Administration, Finance, Accounting, or Economics
• 4+ years of experience in Deal Desk, Auditing, Finance, Partnerships, Brand Management, and/or Revenue Accounting
• Experience working with sales organizations, and communicating across the sales team and outside vendors
• Ability to read complex contracts and evaluate risk
• Understanding of ASC 606
• Understanding of Quote-to-Cash processes in SFDC/CPQ
• Proficiency in Excel
• Strong analytical, organizational, and time management skills with excellent attention to detail
• Experience with using AI solutions to enhance current processes and workflows

Nice to have

• Salesforce experience
• CPQ experience
• Experience with Google Workspace (Docs, Sheets, Slides)

Benefits

• Highly market-competitive compensation and benefits

About the company

Instacart is a Flex First team that delivers an essential service for grocery and household goods. The company aims to provide access to food and flexible earnings opportunities for Personal Shoppers.