Revenue Operations and Deal Desk Specialist

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Novara

WebsiteLinkedInAll Job Openings

51 - 200 employees

☁️ SaaS

🤝 B2B

📋 Compliance

SaaS • B2B • Compliance

Novara is a provider of environmental health & safety (EHS) and compliance software and services. Its flagship platform, Novara Flex, is an all-in-one SaaS solution that supports incident reporting, SDS (safety data sheet) management, inspections and audits, asset management, contractor risk management, carbon accounting and sustainability programs, and an integrated learning management system with an extensive library of safety and compliance training. Novara serves business customers across industries such as construction, manufacturing, energy, utilities, mining, and insurance, and emphasizes configurable dashboards, mobile reporting, and data-driven analytics to reduce workplace injuries and ensure regulatory compliance.

📋 Description

• Prepare quotes and sales orders across Novara's quote-to-order lifecycle • Validate products, quantities, pricing, discounts, contract terms, required approvals, and supporting documentation • Coordinate deal approvals and support non-standard deal approval packages • Create and maintain quotes, order forms, and sales orders in Salesforce, CPQ, and ERP or order-management systems • Confirm executed agreements match CRM and CPQ records • Assemble booking and sales-order packages for Billing and Accounting handoff • Monitor Sales Operations and Deal Desk queues, meet service levels, and escalate exceptions • Maintain accurate account, opportunity, quote, contract, order, renewal, and booking data • Validate renewal quotes and orders • Prepare booking, sales-order, commission, reporting, and reconciliation files • Maintain standard operating procedures, checklists, templates, approval matrices, and operational documentation • Identify recurring issues and recommend workflow improvements • Support month- and quarter-end bookings close, sales-order reconciliations, and audit requests • Partner with Sales, Finance, Legal, Customer Success, Implementation, Accounting, and Revenue Operations • Do not execute billing runs or generate invoices; these remain with Billing and Accounting

🎯 Requirements

• Bachelor's degree in Business, Finance, Accounting, Analytics, Information Systems, or a related field; equivalent experience considered • 0–2 years of experience in Revenue Operations, Sales Operations, Deal Desk, Order Management, Commercial Operations, Finance, or a related function • Strong attention to detail, organization, and follow-through • Familiarity with Salesforce, CRM or CPQ, ERP or order-management systems, SaaS pricing, or commercial contracts preferred • Basic proficiency in Microsoft Excel or Google Sheets; formulas and lookups are a plus • Strong written and verbal communication skills with a service-oriented approach • Ability to follow procedures, assess transaction completeness, and escalate appropriately • Ability to manage multiple requests and period-end volume in a deadline-driven sales environment • Demonstrated commitment to data accuracy, process compliance, and operational excellence • Must verify identity and eligibility to work in the United States upon hire

🏖️ Benefits

• Medical • Dental • Vision • Flexible Spending Accounts • PTO • Paid and Floating Holidays • 401k with Company match and immediate vesting • Company-funded Life Insurance • Employee Assistance Programs • No-cost Mental Health Benefits • Annual Bonus Opportunity of 7.5%