Job Description

Keep quotes accurate, orders moving, and deals on track

Our Deal Desk keeps the path from quote to signed order fast, accurate, and compliant, so our sellers can stay focused on customers.

We’re looking for a Deal Desk Coordinator to join our Ottawa-based Sales Operations team. You’ll work alongside our Deal Desk Specialist and Sales Operations Manager, generating quotes, processing orders, and supporting the approvals queue. It’s a hands-on role with a lot of learning built in: you’ll build a robust foundation in SaaS pricing, deal structure, and contract workflows while being a dependable partner to the field.

If you’re detail-oriented, enjoy working in a process-driven environment, and want to grow a career in Deal Desk and Revenue Operations, this is an excellent opportunity.

What you’ll do

- Generate quotes – Build accurate quotes in Salesforce CPQ from approved pricing, templates, and deal parameters, and resolve questions from sellers quickly and clearly.

- Process orders and bookings – Validate closed-won opportunities, confirm that signed order forms match the quote and the Salesforce record, and hand off clean orders to Finance for billing and booking.

- Support the approvals queue – Route deals through the correct approval workflows, track status, follow up with approvers, and keep sellers informed on where their deal stands.

- Handle standard renewals and amendments – Prepare quotes and order paperwork for straightforward renewals, add-ons, and co-terms, escalating anything non-standard to the Deal Desk Specialist.

- Respond to field requests – Triage and resolve Deal Desk cases and requests from Account Executives and Account Managers,



escalating pricing, discount, and contract-term questions to the Specialist when needed.

- Work smarter with AI – Use AI tools to speed up everyday tasks and make your workflows more efficient. Review every output, share useful prompts with the team, and follow Assent’s guidelines for responsible AI use and for handling customer and pricing data.

- Check quotes and orders with AI – Use AI to cross-check quotes, signed order forms, and Salesforce records for mismatches before orders are handed to Finance, escalating discrepancies to the Deal Desk Specialist.

- Triage requests with AI – Use AI to categorize incoming Deal Desk cases and draft first responses to common questions from Account Executives and Account Managers, reviewing every response before it is sent.

- Keep deal data clean – Maintain accurate Account, Contact, Opportunity, and quote data in Salesforce, and run regular checks to catch missing or inconsistent deal information.

- Pull and organize data – Use Salesforce reports and Google Sheets to track quote volume, turnaround times, and order status, and to answer questions from the field and internal teams.

- Document processes – Help create and maintain SOPs, quote and order checklists, and knowledge-base articles that make Deal Desk processes easy to follow, using AI to help draft and refresh them.

- Partner with global teammates – Work closely with Sales Operations, Finance, and Legal colleagues to keep orders moving and to learn how deals are structured, priced, and approved.

- Support special projects – Contribute to initiatives such as pricing updates, CRM cleanup, and process improvements as needed.

📌 Deal Desk Coordinator (Ottawa)
🏢 Assent
📍 Ottawa