Data Entry (Deal Desk) Coordinator in Bookkeeping Services LLC

We are seeking a detail-oriented and proactive Data Entry/ Deal Desk Coordinator to support our sales, contract operations, and deal desk functions. This role is a critical link between the sales team, contract operations, and the broader commercial operations team, ensuring all sales deals are accurately captured, validated, and processed in a timely manner. The ideal candidate will have excellent attention to detail, strong communication skills, and the ability to work effectively across multiple stakeholders and systems.

Key Responsibilities 

Deal Data Management & Entry

• Engage with sales representatives to gather complete and accurate details of ongoing and upcoming deals.
• Review, interpret, and validate responses from sales questionnaires related to deal submissions.
• Accurately input and update deal information into the CPQ (Configure, Price, Quote) system, Salesforce, and other internal platforms.
• Maintain data consistency across systems, including DV deals databases, approvals trackers, and deal lifecycle tools.
• Ensure all required documentation for custom and standard deals is collected, validated, and stored.
• Manage and track deal statuses from initial request through approval, signature, and activation.

Cross-functional Collaboration

• Collaborate with the Contract Operations team to assess deal feasibility, pricing alignment, and compliance with company policies.
• Partner with the sales team to clarify missing or incomplete information to avoid processing delays.
• Coordinate with finance, legal, and operations teams on deal approvals and exceptions.
• Participate in regular deal desk meetings to align on priorities, bottlenecks, and system improvements.

Process Compliance & Quality Control

• Ensure deal entries meet internal policy, pricing guidelines, and approval rules.- Flag inconsistencies, missing data, or potential risks before deal submission.
• Support the implementation of best practices for data accuracy, standardization, and system hygiene.
• Assist in training sales team members on required fields, formats, and deal desk procedures.

Reporting & Analysis

• Generate and maintain deal tracking reports and dashboards for management review.
• Monitor and report on deal approval timelines, accuracy rates, and process compliance.- Identify recurring data issues and suggest process improvements to reduce errors.

General Data Entry & Administrative Support

• Perform regular audits of CPQ, Salesforce, and deal desk records to ensure data integrity.
• Support bulk data uploads, clean-ups, and migrations when required.
• Maintain organized records of approvals, agreements, and deal-related communications.
  
  Requirements

• Proven experience in data entry, deal desk, sales operations, or contract administration.
• Strong working knowledge of CPQ tools, Salesforce, and other CRM/sales systems.
• Exceptional attention to detail and accuracy in data entry.
• Ability to interpret sales and contract data, ensuring correct system input.
• Strong communication and interpersonal skills to work with multiple teams.
• High level of organizational skills with the ability to manage multiple deals simultaneously.
• Proficient in Microsoft Excel/Google Sheets for data analysis and reporting.