Sales Operations Manager – Deal Desk

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

📋 Description

• Serve as the key liaison among Sales, Finance, and Legal for active deals.

• Collaborate with Sales, Finance, Development/Product, and Implementation to address deal-related inquiries and structure.

• Assess quotes, order forms, and contracts for pricing, terms, SKU accuracy, and compliance with policies.

• Provide guidance to sales representatives on structural requirements.

• Create clear deal summaries that outline economics, exceptions, risks, and recommendations, including rationale and audit trails.

• Navigate complex commercial and enterprise transactions, which may involve multi-year commitments, phased deployments, ramp pricing, payment structures, product bundles, and negotiated terms.

• Direct nonstandard transactions to Leadership, Finance, Legal, or Product as necessary.

• Oversee the quote-to-cash processes to ensure that approved terms are accurately reflected in bookings, billing, fulfillment, and renewal records.

• Confirm that bookings adhere to company policy and collaborate with Finance on revenue-recognition compliance.

• Manage the transition to Finance, billing, and order management; address discrepancies as they arise.

• Enhance quote-to-cash workflows, quoting rules, and approval processes in collaboration with Business Systems.

• Provide reports on cycle time, approval volume, and booking quality.

• Document playbooks and deliver training to Sales.

• Assist with forecasting, cancellations, quota and compensation inputs, and ad hoc analyses.

• Manage multiple deals while ensuring accuracy within monthly and quarterly deadlines.

• This is an individual contributor role with no direct reports.

⛳️ Requirements

• 6-8 years of experience in sales operations, deal desk, revenue operations, or business operations, with direct involvement in deal reviews, quoting, or contracts.

• Strong proficiency in Salesforce, approval workflows, and configuration concepts.

• Proven ability to enhance deal quality through data analysis, process improvements, and effective communication.

• Experience in influencing stakeholders across Sales, Finance, Legal, and Product teams.

• Excellent analytical skills, including proficiency in Excel or Sheets and BI reporting tools.

• Understanding of accounting principles and the application of commercial judgment.

• Bachelor's degree in Business, Operations, Finance, or a related field, or equivalent experience.

• Preferred experience with CPQ tools, such as Salesforce CPQ or NUE CPQ.

• Background in SaaS or technology sectors is preferred.

• Familiarity with revenue recognition fundamentals and the order-to-cash process is preferred.

• Knowledge of automotive retail, dealer software, or payments is a plus.

• An MBA or advanced degree is preferred.

• Must be authorized to work in the United States.

• Willingness to travel as required.

🏝️ Benefits

• Competitive compensation.

• Generous stock options/equity.

• 100% employer-paid top-tier medical, dental, and vision coverage.

• Unlimited paid time off (PTO).

• Parental leave.

• Complimentary snacks and beverages.

• Opportunities for career growth and professional development.

• Chance to collaborate with leading talent from Silicon Valley.

• Opportunity to work in an early-stage, hyper-growth startup.

• Engage with home-grown, innovative technologies.

• Dynamic work environment fostering community and collaboration.

• Open and transparent culture that promotes innovation and rewards performance.