Deal Desk Strategist

USD

About the job

The Deal Desk Strategist supports sales teams in managing complex and strategic deals. The role focuses on deal structuring, pricing, commercial terms, approvals, contracts, and cross-functional coordination to help close deals efficiently while following company policies.

Responsibilities

  • Partner with Sales and Account Management teams to support strategic and complex deals.
  • Analyze deal structures, pricing, discounts, and commercial terms.
  • Review customer requirements and recommend appropriate deal strategies.
  • Prepare and review order forms, quotes, proposals, and deal documentation.
  • Coordinate with Legal, Finance, Revenue Operations, and other teams for deal approvals.
  • Ensure deals comply with company policies, pricing guidelines, and approval processes.
  • Identify potential commercial risks and recommend solutions.
  • Track deals through the approval and contracting process to ensure timely closure.
  • Support sales teams with contract and commercial-term discussions.
  • Maintain accurate deal records and documentation in CRM and related systems.
  • Analyze deal performance and identify opportunities to improve sales processes.
  • Support month-end and quarter-end sales closing activities.
  • Develop reports and dashboards related to deal volume, pricing, approvals, and sales performance.
  • Drive improvements in deal-desk processes, workflows, and turnaround times.

Minimum Qualifications

  • Strong knowledge of Sales Operations, Deal Desk, or Revenue Operations.
  • Understanding of pricing, discounts, contracts, and commercial terms.
  • Strong analytical and problem-solving skills.
  • Excellent communication and stakeholder-management abilities.
  • Strong attention to detail and documentation skills.
  • Good knowledge of CRM and sales-management tools.
  • Strong negotiation and decision-making skills.
  • Ability to manage multiple complex deals and deadlines.
  • Good understanding of Finance and Legal processes.
  • Advanced MS Excel and reporting skills are an advantage.

More about the company

Freshworks Inc. is a global SaaS (Software-as-a-Service) company that develops cloud-based, AI-powered software for customer service, IT service management, employee service, sales, and business operations. The company focuses on making enterprise software easier to implement, use, and manage. Freshworks says it serves 74,000+ businesses across 120+ countries. Freshworks develops software that helps businesses manage customer and employee interactions and service operations. Its platforms can be used by customer-support teams, IT departments, HR teams, sales teams, and other business functions.

Freshservice – An IT and employee-service platform used for IT service management, asset management, workflows, and business service operations. Freshdesk / Freshdesk Omni – Customer-service software that brings ticketing, messaging, automation, and multiple customer-support channels into a unified environment. Freshsales – CRM software designed to help sales teams manage leads, customer relationships, pipelines, and conversions with built-in AI capabilities. Freddy AI – Freshworks’ AI capabilities that support agents and automate service workflows. Freshworks reports that Freddy AI Agent can help deliver faster resolution times and Freddy AI Copilot can improve agent productivity.

India is an important part of Freshworks’ global technology and engineering operations. The company has a strong presence in Chennai and other Indian locations, with opportunities across engineering, product management, sales, customer success, IT, data, AI and business operations. Freshworks products are also widely used by Indian businesses. For example, Tata Digital, Tata Consumer Products, PharmEasy, Upstox and Pickyourtrail are among organizations featured in Freshworks customer stories.

Freshworks is a global SaaS company that provides AI-powered cloud software for customer service, IT service management, employee service, CRM, and business operations. Founded in 2010, the company has grown into a global software provider serving more than 74,000 businesses across 120+ countries. Its major products include Freshservice, Freshdesk, Freshdesk Omni, Freshsales, and Freddy AI. Freshworks focuses on simplifying business software through intuitive user experiences, automation, cloud technology, and artificial intelligence.

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