Deal Desk Manager

This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Lead the complete Deal Desk function for new business initiatives, expansions, and renewals.

• Collaborate with Sales, Customer Success, and Partnerships to offer strategic deal insights, maintain pricing integrity, and reduce contractual risks.

• Act as the main escalation contact for inquiries related to deals.

• Create and evaluate quotes for Sales, Customer Success, and Partnerships.

• Guide representatives and CSMs on packaging, multi-year agreements, ramp schedules, and bundling options.

• Assess discount requests against approval limits and escalate exceptions with recommendations.

• Maintain the price book, product catalog, and quote templates in coordination with Finance and Product teams.

• Monitor Deal Desk turnaround times and ensure adherence to established SLAs.

• Generate order forms, renewals, amendments, and co-terms from standardized templates.

• Manage redlines and non-standard terms, directing them to Legal and Finance when necessary.

• Navigate public-sector procurement processes, including RFP pricing, cooperative purchasing agreements, purchase orders, fiscal-year budget cycles, and board approval timelines.

• Oversee the e-signature workflow and confirm executed contracts align with booked opportunities.

• Audit Closed Won bookings prior to transferring to Finance and Customer Success onboarding.

• Maintain the contract repository and track renewal dates, terms, and uplift clauses within Salesforce.

• Collaborate with Finance on invoicing transitions, revenue recognition inputs, and month-end closing processes.

⛳️ Requirements

• Over 5 years of experience managing Deal Desk or order management in a SaaS environment.

• Proficient in Salesforce: admin-level configuration (fields, reports, dashboards).

• Knowledge of CPQ or similar quoting tools.

• Experience supporting multiple Sales or Customer Success teams while managing competing priorities.

• Understanding of SaaS metrics and contract terms: ARR, services, NRR, GRR, pipeline stages, multi-year deals, co-terming, uplifts, and renewals.

• Advanced skills in Excel or Google Sheets (lookups, pivots, reconciliation).

• Attention to detail with numbers, data, and contract language.

• Capability to create clear documentation, training materials, and a request queue with SLAs.

• Must be able to work remotely within the United States or Canada.

🏝️ Benefits

• Flexible and remote work environment.

• Comprehensive medical, dental, and vision insurance.

• FSA, HSA, and/or Dependent Care FSA (for US employees).

• Life and AD&D insurance, along with short-term and long-term disability insurance (for US employees).

• Life and disability insurance (for Canadian employees).

• 401(k) (for US employees) / RRSP (for Canadian employees) with a 3.5% match.

• 10 paid company holidays.

• 3 wellness days.

• Paid vacation time off.

• Sick and safe time off.

• Paid parental leave.

• Paid bereavement leave.

• Paid jury duty and civic service leave.

• Employee assistance program.

• 2 summer days and an annual end-of-year "Dimming of the Lights" event.

• Employee referral bonus program.

• Competitive salary and benefits package.

• Opportunities for professional growth as we expand.