Deal Desk Operations Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Assess and operationalize intricate and non-standard revenue-generating agreements across SFDC, NetSuite, billing, and revenue recognition systems.

• Collaborate with Sales and Finance to confirm that deal structures are executable, scalable, and compliant prior to contract signing.

• Verify that negotiated deal terms can be effectively configured and operationally supported in SFDC and NetSuite.

• Ensure accurate setup for billing, revenue recognition treatment, and subsequent financial reporting.

• Advise Sales teams on the input of non-standard deal structures into Salesforce.

• Conduct credit assessments and determine credit limits, billing terms, and payment terms.

• Monitor partner accounts for credit risk and suggest necessary adjustments.

• Collaborate with Finance and Accounting leadership to reduce operational and financial risk.

• Work with Implementation, Systems, Revenue Recognition, Billing, and other stakeholders to accurately configure partner campaigns.

• Act as the operational liaison between commercial and finance teams throughout the Quote to Cash process.

• Own compliance and operational quality controls across various systems and departments.

• Ensure consistency of deal data across Salesforce, NetSuite, Mission Control, and other operational systems.

• Develop scalable processes for non-standard deals and evolving commercial structures.

• Initiate process enhancements to boost accuracy, mitigate risk, and increase efficiency.

• Manage and supervise two offshore Order Management resources.

• Set quality standards, workflows, and performance expectations for offshore support.

• Provide training, direction, and process documentation.

⛳️ Requirements

• Over 5 years of experience in Deal Desk, Revenue Operations, Financial Operations, Order Management, or Quote to Cash functions.

• Strong knowledge of revenue recognition, billing operations, contract structuring, and financial controls.

• Experience in supporting complex or non-standard commercial agreements in a high-growth setting.

• Extensive familiarity with Salesforce (SFDC) and ERP systems such as NetSuite.

• Strong analytical, organizational, and problem-solving abilities with exceptional attention to detail.

• Capacity to navigate uncertainty and balance operational scalability with business flexibility.

• Proven track record of cross-functional collaboration with Finance, Legal, Sales, Systems, and Operational teams.

• Experience managing or coordinating offshore operational resources is preferred.

• Excellent communication skills with the capability to convey technical or financial concepts to non-technical stakeholders.

• Experience in advertising technology, marketplace, or performance marketing environments is preferred.

• Knowledge of ASC 606 revenue recognition principles is preferred.

• Experience with complex pricing models, campaign-based billing, or usage-based revenue models is preferred.

• Familiarity with process automation and operational controls within Quote to Cash workflows is preferred.

🏝️ Benefits

• Equity for full-time employees.

• 401(k) with dollar-for-dollar matching up to 4% of eligible pay.

• Comprehensive medical, dental, and vision plans, including for pets.

• $10,000 per year in education reimbursement.

• Employee Resource Groups.

• Flexible PTO.

• 9 paid holidays.

• Year-end week-long break.

• 14 weeks of fully paid parental leave.

• 6 additional weeks of paid childbirth recovery leave for birthing parents.

• Flexible return-to-work schedule.

• One-time $2,000 Calvin Care Cash incentive for new family members.

• Flexible work environment with fully remote work available from anywhere in the US for US-based roles.

• Hardware and software provided for home working.