Deal Desk Manager

About the role

We’re looking for a strategic and collaborative Deal Desk Manager, to build and scale our deal desk operations from the ground up. Reporting to the Controller, you’ll be a key player in driving efficient deal execution while ensuring strong financial outcomes. This is a high-impact role that partners closely with Sales, Finance, and Legal to guide deal structure, pricing strategy, and contract processes.

The Opportunity

This is a hybrid position in South Jordan, Utah (M, W, F in-office).

What You’ll Do

• Design the Deal Desk Function: Build out deal desk strategy, frameworks, and workflows—including approval policies, escalation paths, and discounting guidelines.
• Lead Day-to-Day Operations: Manage the review and approval of inbound deal requests, ensuring accuracy, compliance, and timely support to Sales teams.
• Serve as a Strategic Advisor: Partner closely with Account Executives and Sales leadership to structure competitive, scalable, and financially sound deals.
• Support Financial Analysis: Collaborate with the Controller and FP&A team to assess deal profitability, ARR impact, and revenue recognition considerations.
• Drive Process Improvement: Identify bottlenecks and implement improvements to reduce deal cycle time, improve accuracy, and enhance visibility.
• Ensure Cross-Functional Alignment: Liaise between Finance, Sales, RevOps, and Legal to align on pricing strategies and contract requirements.
• Develop Reporting & Insights: Track key deal metrics (e.g., approval turnaround, discounting trends, margin impact) and present findings to leadership.
• Lay the Foundation for Scale: Document deal desk playbooks, approval policies, and training resources to support company growth.

What We’re Looking For

• Experience: 5+ years of experience in deal desk—preferably in SaaS or recurring-revenue businesses.
• Leadership: Experience building or leading a deal desk function or similar cross-functional initiative.
• Technical & Financial Acumen: Strong understanding of SaaS contracts, pricing structures, ARR, revenue recognition principles, and financial modeling.
• Tools Knowledge: Proficient in Salesforce and Excel/Google Sheets; experience with CPQ tools or contract lifecycle management (CLM) systems a plus.
• Strong Communicator: Ability to synthesize complex information and influence stakeholders across departments.
• Operational Mindset: Detail-oriented with a drive to streamline, standardize, and scale business processes.
• Education: Bachelor’s degree in Finance, Business, Accounting, or a related field required; MBA or advanced degree is a plus.

Bonus Points If You:

• Have supported or built a deal desk function at a growth-stage SaaS company
• Can translate between Sales speak and Finance speak without missing a beat
• Thrive in environments where you can build, iterate, and optimize from scratch
• Bring a collaborative, low-ego approach to cross-functional problem solving

Why You Want to Work Here

• Flexible Paid Time Off - you’re actually encouraged to use, plus 10 company holidays!
• Health Benefits - including Medical, Dental, and Vision and an HSA Match.
• 401(k) - we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.
• Mental Health - all employees have access to Impact Suite & to our Employee Assistance Program (EAP).
• Paid New Parent Leave & Birthing Parent Leave - so you’re able to care for your little ones.
• Supplemental Benefits - including 100% company paid Basic Life & AD&D insurance and long & short-term disability coverage.
• Nectar - our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!
• Company Events - including monthly company-wide meetings, summer parties, and more.
• ERG Committees - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.
• Fully-stocked kitchen - Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered.

Interviewing @ Canopy

Once your application is received, we will review it and get back to you if we feel like it’s a mutual fit! A typical interview process includes a 20-minute phone call with the People Team, a 45-60-minute video or in-person interview with the Hiring Manager, and 1-3 rounds of interviews, depending on the role. The People Team will give you a role-specific overview of the process during your first phone call.