Deal Desk Specialist

Position Overview

The Deal Desk Specialist (DDS) will be responsible for Diligent’s pre-invoicing process, preparing quotes and agreements for the sales and customer success teams. This is a highly visible role that will partner with the sales, legal and finance teams to ensure customer contracts are accurately represented in salesforce (SFDC) prior to workflow integration with our ERP and invoicing. Candidates should have a customer-centric focus and be able to partner with internal business partners in our sales organization, ensuring an efficient and accurate process. Reporting to one of the Deal Desk Leads, this role will have a high impact on Diligent’s revenue recognition and Accounts Receivable processes. This role will also actively participate in the integration of acquired companies.

Key Responsibilities

• Build & approve customer quotes & contracts in SFDC.

• Ensures all Support requests are processed with expediency and accuracy within the designated SLA.

• Maintain a thorough understanding of Diligent products and services.

• Support all of Revenue Operations in the integration of acquired companies in SFDC.

• Ability to work a flexible schedule as needed for month-end, quarter-end, and year-end close.

• Other duties as assigned.

Required Experience/Skills

• Must have strong attention to detail.

• Strong work ethic and willingness to take ownership for wide-ranging responsibilities.

• Excellent interpersonal skills, flexibility to accommodate different situations and temperaments.

• Ability to multi-task and work in a fast-paced and demanding global environment.

• Working knowledge of Microsoft Office (Excel, Word, Outlook, etc.)

• Superior organization and prioritization skills

• Proactive in exploring digital tools and willing to upskill in AI-Powered systems.

• Ability to perform under pressure and meet tight deadlines.

• Strong communication skills, both verbal and written Preferred Experience/Skills:

• Salesforce and NetSuite experience preferred.

• DocuSign CLM or similar contracting experience preferred.

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About Us

Diligent is the AI leader in governance, risk and compliance (GRC) SaaS solutions, helping more than 1 million users and 700,000 board members to clarify risk and elevate governance. The Diligent One Platform gives practitioners, the C-Suite and the board a consolidated view of their entire GRC practice so they can more effectively manage risk, build greater resilience and make better decisions, faster.

At Diligent, we're building the future with people who think boldly and move fast.  Whether you're designing systems that leverage large language models or part of a team reimaging workflows with AI, you'll help us unlock entirely new ways of working and thinking.  Curiosity is in our DNA, we look for individuals willing to ask the big questions and experiment fearlessly - those who embrace change not as a challenge, but as an opportunity.  The future belongs to those who keep learning, and we are building it together.  At Diligent, you’re not just building the future - you’re an agent of positive change, joining a global community on a mission to make an impact.

Learn more at diligent.com or follow us on  LinkedIn  and  Facebook

What Diligent Offers You

• Creativity is ingrained in our culture. We are innovative collaborators by nature. We thrive in exploring how things can be differently both in our internal processes and to help our clients

• We care about our people.  Diligent offers a flexible work environment, global days of service, comprehensive health benefits, meeting free days, generous time off policy and wellness programs to name a few

• We have teams all over the world . We may be headquartered in New York City, but we have office hubs in Washington D.C., Vancouver, London, Galway, Budapest, Munich, Bengaluru, Singapore, and Sydney.

• Diversity is important to us. Growing, maintaining and promoting a diverse team is a top priority for us. We foster and encourage diversity through our Employee Resource Groups and provide access to resources and education to support the education of our team, facilitate dialogue, and foster understanding.

Diligent created the modern governance movement. Our world-changing idea is to empower leaders with the technology, insights and connections they need to drive greater impact and accountability – to lead with purpose. Our employees are passionate, smart, and creative people who not only want to help build the software company of the future, but who want to make the world a more sustainable, equitable and better place.

Headquartered in New York, Diligent has offices in Washington D.C.,  London, Galway, Budapest, Vancouver, Bengaluru, Munich, Singapore and Sydney.   To foster strong collaboration and connection, this role will follow a hybrid work model. If you are within a commuting distance to one of our Diligent office locations, you will be expected to  work onsite at least 50% of the time.  We believe that in-person engagement helps drive innovation, teamwork, and a strong sense of community.

Diligent is proud to be an equal opportunity employer. We do not discriminate based on race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental disability, age, military status, protected veteran status, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including, but not limited to, cancer related or HIV/AIDS related), genetic information, or sexual orientation in accordance with applicable federal, state and local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. See also Diligent's  EEO Policy  and  US EEOC ’ s Know Your Rights . We are a drug free workplace.

We are committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at [email protected].

To support a fair and consistent hiring process, we use AI and digital automated tools to assist our recruitment team in organizing candidate data, surfacing relevant applications, coordinating interview scheduling and summarizing interview notes. All final screening, evaluation, and hiring decisions are made by humans on our team. To learn more about how we collect, protect, and process your information, please review our  Candidate Privacy Policy .

At Diligent, we recognize the value of a diverse global workforce. Visa sponsorship may be available for select positions based on business needs and specific role requirements. Sponsorship decisions are evaluated on a case-by-case basis, and eligibility should not be assumed for all opportunities.

Recruitment agencies: Diligent does not accept unsolicited agency resumes. Please do not forward resumes to our jobs alias, Diligent employees or any other organization location. Diligent is not responsible for any fees related to unsolicited resumes