As Deal Desk Manager, you will own the end-to-end transaction lifecycle for our enterprise sales motion from deal structuring and pricing approval to order form execution and systems hygiene
You’ll sit at the intersection of Sales, Revenue Operations, Legal, and Finance, serving as the connective tissue that gets complex deals across the finish line accurately and efficiently
Order Form Execution: Own the order form process end to end, reviewing, structuring, and executing new business and renewal agreements for accuracy, completeness, and policy compliance
Deal Structuring and Pricing: Partner with AEs and sales leadership to structure non-standard deals, apply pricing exceptions, and route approvals to the right stakeholders
CRM and Revenue Systems Stewardship: Serve as the primary CRM steward for deal data, maintaining accuracy across deal stages, line items, contract terms, and booking records, while identifying and resolving data integrity issues across CRM, CPQ, billing, and ERP systems
Contract Review and Legal Coordination: Support contract review, flagging inconsistencies and coordinating with Legal on non-standard terms
Process and Documentation: Build and maintain scalable internal processes, including approval workflows, deal checklists, exception tracking, and audit trails, alongside clean deal documentation, playbooks, templates, and escalation guides
Strong command of order form mechanics: parties, terms, pricing structures, payment schedules, and booking logicExperience using AI to streamline workflows3–5 years in Deal Desk, Revenue Operations, Sales Operations, or a related function at a B2B SaaS companyHands-on experience with Salesforce or comparable CRM/CPQ, comfortable querying and auditing deal dataHigh attention to detail, able to catch a currency mismatch, a missing start date, or the wrong entity before it ships
We use essential cookies to make this site work. With your permission we would also like to use the optional cookies below. Nothing optional is set until you choose, and you can change your mind at any time from "Cookie settings" at the bottom of every page. Cookie policy.
Essential — keep the site working and secure, and remember the choice you make here. Always on.