Sales Desk Coordinator - Charlotte, North Carolina, United States
1 day ago
Job description
Why Work Here
- Headquarters is in Charlotte, NC
- Recently expanded to nearshore
- isolved ranked for SMB Payroll in 2023 Sapient Report
- Voted top places to work in USA 2023
Job Description
The Sales Desk Coordinator supports the sales organization by managing complex and non-standard deal structures, pricing approvals, contract compliance, and some quote-to-cash activities. This role ensures deals are accurate, efficient, and aligned with company policies, revenue recognition standards, and overall business strategy. Acting as a trusted collaborator to Sales and partnering closely with Finance, Legal, and Product/Pricing, the coordinator streamlines processes, reduces risk, accelerates sales cycles, and improves overall deal quality and execution.
Core Job Duties
- Assist sales reps with preparing quotes and order forms within CRM/CPQ tools.
- Assist sales reps with post-sold deals that require correction amendments
- Review subscription details (term length, employee count, pricing tiers, discounting) for accuracy.
- Help ensure deals align with pricing guidelines.
- Support special pricing requests and escalation approvals to executives, such as CSO/CFO/CEO.
- Serve as a liaison between Sales, Finance, Legal, Product/Pricing, and other internal teams to finalize deals.
- Gather required information for non-standard deal requests and route approvals through the correct workflow.
- Facilitate end-to-end approval workflows for complex deals.
- Ensure compliance with internal policies, revenue recognition rules, and regulatory requirements to maintain documentation accuracy.
- Assist with post-sold deal activities such as deal assignment correction, splits.
Minimum Qualifications
- BA/BS preferred but not required
- 1-3 years' experience in a relevant role
- Experience working with basic office and sales related applications such as Microsoft Excel, NetSuite
- Strong verbal and written communication skills
- Resourceful and well organized
- Ability to write customer-appropriate correspondence
- Possess strong mathematical and analytical skills
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
- Ability to work under pressure and meet established deadlines
About isolved
isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers — who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit
isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are. Visit for more information regarding our incredible culture and focus on our employee experience. Visit for a comprehensive list of our employee total rewards offerings.isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital
Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are. Visit for more information regarding our incredible culture and focus on our employee experience. Visit for a comprehensive list of our employee total rewards offerings.
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