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Deal Desk Specialist (Remote)

Key Facts

Remote From: 
Full time
English

Other Skills

  • Microsoft Excel
  • Microsoft PowerPoint
  • Customer Service
  • Microsoft Word
  • Training And Development
  • Mentorship
  • Compassion
  • Leadership
  • Multitasking
  • Social Skills
  • Teamwork
  • Critical Thinking
  • Reliability
  • Relationship Building
  • Problem Solving

Roles & Responsibilities

  • 4+ years of relevant experience in customer service, finance, operations, or support
  • Experienced Salesforce CPQ user
  • Strong relationship-building skills and ability to collaborate with cross-functional teams
  • Critical thinker with strong problem-solving skills and flexibility to work extended hours at month-end and quarter-end (including weekends)

Requirements:

  • Process opportunities in SFDC/CPQ and reconcile quotes to invoices, ensuring alignment with reseller and customer contracts and revenue recognition/SOX compliance
  • Collaborate with cross-functional teams (sales, legal, product management, finance) to drive deal closure and quickly resolve booking-related issues
  • Provide guidance on bookable deals to sales and support teams to ensure opportunities are staged to book in a timely manner
  • Deliver enablement, training, and mentoring to new Deal Desk team members, drive process improvements, and share best practices

Job description

As a global leader in cybersecurity, CrowdStrike protects the people, processes and technologies that drive modern organizations. Since 2011, our mission hasn’t changed — we’re here to stop breaches, and we’ve redefined modern security with the world’s most advanced AI-native platform. Our customers span all industries, and they count on CrowdStrike to keep their businesses running, their communities safe and their lives moving forward. We’re also a mission-driven company. We cultivate a culture that gives every CrowdStriker both the flexibility and autonomy to own their careers. We’re always looking to add talented CrowdStrikers to the team who have limitless passion, a relentless focus on innovation and a fanatical commitment to our customers, our community and each other. Ready to join a mission that matters? The future of cybersecurity starts with you.

About The Role:

The primary role of the Deal Desk Specialist is to manage and enable actions that drive the closure of sales opportunities through the ‘ready close won’ process up to and including the booking of all ‘clean’ opportunities in a timely fashion. Secondary responsibilities include working on special projects, engaging with cross-functional teams on opportunity specific matters and aiding with CPQ/SFDC inquiries. The person in this role will follow the fundamental basics of reliability, confidence, responsiveness, work with tasks with a sense of urgency and compassion, problem-solving and begin to establish good working relationships with cross-functional team members.

What You'll Do:

  • Exhibit basic proficiency in the following areas per finance policy and deal desk guidelines.

  • Processing Of Opportunities In SFDC/CPQ

  • Reconciliation of quotes to invoices

  • Order alignment to reseller and customer contract terms and conditions

  • Meeting of revenue recognition guidelines/SOX compliance policy

  • Can be relied upon to give quoting guidance, remedy issues, and entrusted by stakeholders to provide Deal Desk expertise

  • Able to multi-task different projects and complete them in a timely manner. 

  • Closely partner with key cross-functional teams (sales, legal, product mgt, and finance) to drive deal closure.

  • Quickly and efficiently resolve booking related issues by collaborating with sales, billing, revenue recognition and other key partner teams.

  • As it relates to preparing opportunities for closing, provide guidance on ‘bookable deals’ to sales and support teams to ensure opportunities are staged to book in a timely manner.

  • Gain a comprehensive understanding of CrowdStrike products and services.

  • Collaborate and provide input on various ad hoc reports as requested.

  • Commit to extended hours at the end of each month and quarter in order to help ensure deals are closed to achieve revenue objectives.

  • Leverage and share with others on the team best practices associated with the activities of everyday work.

  • Establish and maintain close working relationships with peers and key partner teams that we engage with regularly in carrying out key responsibilities in this position.

  • Provide enablement, training, mentoring to new members of the deal desk team on functional responsibilities, core CS offerings, and tool efficiencies.

  • Provide regular process improvement/best practice (what has worked well on an opportunity/ies) to deal desk leadership.

  • Take initiative to present on key business topics to the team as requested or desired.

  • Actively join, engage and participate on key business projects.

  • Can complete assignments in a timely manner. Speedy turnaround process on closing tasks within 1-3 business days

  • Meet established quarterly development/training objectives leveraging your IDP (Individual Development Plan) for guidance. Learn, listen, and collaborate with key cross-functional partners to build trust and rapport.

  • Build a strong understanding of current CS offerings (product, services) to enable critical quote/opp review.

  • Work and build on interpersonal/leadership skills to continuously improve on your personal brand in the company

  • Find, articulate, and drive implementation of innovative opportunities to scale the business to $20B and reduce ‘friction’ where we can.

  • Align to CrowdStrike core values as part of everyday performance of these responsibilities.

  • Ensure timely response and provide resolutions for all queries per standard SLA’s

  • Proactive attitude to problem-solve complex, non-standard terms or requests

  • Work multiple tickets simultaneously to optimize volume of closed tickets during the shift 

What You’ll Need:

  • 4+ years relevant experience (customer service, finance, operations, support)

  • Experienced Salesforce User (CPQ)

  • Strong relationship-building skills

  • Critical thinker, problem-solver

  • Flexible hours; must be available to work extended hours at month and quarter end (including weekends)

  • Proficiency with Word, Excel, Powerpoint

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#LI-Remote

Benefits of Working at CrowdStrike:

  • Market leader in compensation and equity awards

  • Comprehensive physical and mental wellness programs 

  • Competitive vacation and holidays for recharge  

  • Paid parental and adoption leaves

  • Professional development opportunities for all employees regardless of level or role

  • Employee Networks, geographic neighborhood groups, and volunteer opportunities to build connections

  • Vibrant office culture with world class amenities

  • Great Place to Work Certified™ across the globe

CrowdStrike is proud to be an equal opportunity employer. We are committed to fostering a culture of belonging where everyone is valued for who they are and empowered to succeed. We support veterans and individuals with disabilities through our affirmative action program.

CrowdStrike is committed to providing equal employment opportunity for all employees and applicants for employment. The Company does not discriminate in employment opportunities or practices on the basis of race, color, creed, ethnicity, religion, sex (including pregnancy or pregnancy-related medical conditions), sexual orientation, gender identity, marital or family status, veteran status, age, national origin, ancestry, physical disability (including HIV and AIDS), mental disability, medical condition, genetic information, membership or activity in a local human rights commission, status with regard to public assistance, or any other characteristic protected by law. We base all employment decisions--including recruitment, selection, training, compensation, benefits, discipline, promotions, transfers, lay-offs, return from lay-off, terminations and social/recreational programs--on valid job requirements.

If you need assistance accessing or reviewing the information on this website or need help submitting an application for employment or requesting an accommodation, please contact us at recruiting@crowdstrike.com for further assistance.

Find out more about your rights as an applicant.

CrowdStrike participates in the E-Verify program.

Notice of E-Verify Participation

Right to Work

CrowdStrike, Inc. is committed to fair and equitable compensation practices. Placement within the pay range is dependent on a variety of factors including, but not limited to, relevant work experience, skills, certifications, job level, supervisory status, and location. The base salary range for this position for all U.S. candidates is $57,000 - $90,000 per year, with eligibility for bonuses, equity grants and a comprehensive benefits package that includes health insurance, 401k and paid time off.

For detailed information about the U.S. benefits package, please click here

Expected Close Date of Job Posting is:06-03-2026

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