Deal Desk Manager
Coder · United States · 1 mo ago
RemoteRemoteSalesFull-time
We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. No Job ID. Remove boilerplate.
We need to parse the posting: It includes description of role (first paragraph), then "What you’ll do here" bullet list (actually sentences). Then "What we’re looking for" bullet list. Then "Our tech stack". Then "About Coder". Then interview process, AI use, etc. Those are boilerplate? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Interview process and AI use maybe considered application instructions? Probably remove. Also EEO statement at end remove. Also "About Coder" maybe keep as part of About the role? Could be separate section? The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map content to those headings.
We have:
- About the role: could be the introductory paragraph describing role: "You are the connective tissue between Sales, Finance, and Legal, with a primary focus on supporting the North America region. You help us structure clean deals, protect pricing integrity, and support the company as we transition from traditional subscription-based pricing to outcome-based pricing. You partner closely with Sales leadership, Legal, Finance, and Accounting to review deal terms, guide approvals, and keep order forms consistent. You serve as a trusted advisor on deal structuring, helping shape creative solutions within defined guardrails, and you improve the process behind the process, from discount governance and contract standards to DocuSign workflows and system alignment. This role reports directly to the Director of Monetization Operations."
That's about the role.
- Responsibilities: the "What you’ll do here" list: bullet points (actually sentences). We'll put each as .
- Requirements: maybe the "What we’re looking for" list includes experience, skills, etc. Could split into Requirements and Qualifications and Skills. But we need to decide. The instruction: prefer a few substantive sections over many thin ones. So we could combine Requirements and Qualifications into one? But we have headings list; we can include only those with content. Could do Requirements (experience), Qualifications (education? none), Skills (specific skills). However the posting doesn't separate education. Might be better to have Requirements (experience and qualifications) and Skills (specific technical skills). Let's extract:
From "What we’re looking for":
- Experience in deal desk, sales operations, revenue operations, finance operations, or a similar cross-functional role in a SaaS or subscription business.
- Strong judgment around pricing, discounting, approvals, and contract terms.
- Familiarity with order forms, redlines, quote-to-cash workflows, and the operational requirements that support accurate bookings and revenue recognition.
- A detail-oriented approach and a strong bias for accuracy, consistency, and follow-through.
- Comfort working across Sales, Legal, Finance, and Accounting, with the communication skills to move deals forward clearly and calmly.
- Experience with CRM, CPQ, e-signature, and financial systems used to support commercial workflows.
- Bonus tacos if you have (Tacos? If you need an ice-breaker, ask how we say thanks by giving tacos!) -> this is fluff, maybe ignore? It's not substantive; could be omitted.
- Experience supporting enterprise, partner, co-term, or multi-year deal structures.
- Familiarity with Salesforce, Deal Hub CPQ, DocuSign, NetSuite, Metronome, or similar systems.
- Experience helping build approval frameworks, fallback language libraries, or scalable deal desk processes.
- Exposure to audit, compliance, or revenue recognition requirements in a high-growth software environment.
We could treat these as Requirements (experience) and Skills (specific systems). Qualifications maybe not present.
Our tech stack: list of systems: Salesforce, Deal Hub CPQ, DocuSign, NetSuite, Metronome, Campfire, Clari, Spreadsheet and reporting tools. Could be part of Skills or maybe a separate section? Not in headings list. Could include under Skills.
Benefits, Pay, Schedule: not present in posting. So we should not include those sections.
Thus we will output:
About the role
...
Responsibilities
- ... ...
Requirements
- ... ...
Skills
- ... ...
About the role
You are the connective tissue between Sales, Finance, and Legal, with a primary focus on supporting the North America region. You help us structure clean deals, protect pricing integrity, and support the company as we transition from traditional subscription-based pricing to outcome-based pricing. You partner closely with Sales leadership, Legal, Finance, and Accounting to review deal terms, guide approvals, and keep order forms consistent. You serve as a trusted advisor on deal structuring, helping shape creative solutions within defined guardrails, and you improve the process behind the process, from discount governance and contract standards to DocuSign workflows and system alignment. This role reports directly to the Director of Monetization Operations.
Responsibilities
- Maintain and enforce discount governance, approval matrices, and escalation paths to preserve pricing integrity, margin discipline, and packaging consistency.
- Partner with Legal to contract redlines and standardize fallback language.
- Ensure deals are structured for accuracy, auditability, and compliance with Finance and Accounting requirements, including revenue recognition, reporting integrity, and downstream system alignment.
- Oversee DocuSign order form creation, including governance over template logic for multi-year, co-term, and partner deals.
- Act as a key business partner to Sales leadership, enabling reps while enforcing financial and operational guardrails.
- Serve as a trusted advisor on deal structuring, helping shape creative solutions within defined guardrails.
- Support the business as Coder transitions from traditional subscription-based pricing to outcome-based pricing, helping operationalize new structures, approvals, and documentation.
- Identify gaps in deal workflows and improve processes, documentation, and controls to help the business scale.
Requirements
- Experience in deal desk, sales operations, revenue operations, finance operations, or a similar cross-functional role in a SaaS or subscription business.
- Strong judgment around pricing, discounting, approvals, and contract terms.
- Familiarity with order forms, redlines, quote-to-cash workflows, and the operational requirements that support accurate bookings and revenue recognition.
- A detail-oriented approach and a strong bias for accuracy, consistency, and follow-through.
- Comfort working across Sales, Legal, Finance, and Accounting, with the communication skills to move deals forward clearly and calmly.
- Experience with CRM, CPQ, e-signature, and financial systems used to support commercial workflows.
- Experience supporting enterprise, partner, co-term, or multi-year deal structures.
- Familiarity with Salesforce, Deal Hub CPQ, DocuSign, NetSuite, Metronome, or similar systems.
- Experience helping build approval frameworks, fallback language libraries, or scalable deal desk processes.
- Exposure to audit, compliance, or revenue recognition requirements in a high-growth software environment.
Skills
- Salesforce
- Deal Hub CPQ
- DocuSign
- NetSuite
- Metronome
- Campfire
- Clari
- Spreadsheet and reporting tools