Deal Desk Specialist

Canada - Remote (ON, AB, BC, or NS Only). Posted 12 days ago

The role

The Deal Desk Specialist works at the intersection of Sales and Finance to ensure deals are fast, well-structured, and compliant. This person manages deal velocity, risk, 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 the 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 provides an essential grocery delivery service. The company aims to transform the grocery industry and offers flexible work options.