Deal Desk Manager

Plano, Texas, United States

About the Role

We are looking for a highly motivated, results-oriented Deal Desk Manager - North America to join our organization. The primary focus of this position is to help structure profitable and compliant transactions that address the needs of a diverse set of internal corporate customers and increase the effectiveness and productivity of our sales teams. The right person for this job has a team-player approach, the ability to work across departments with disparate needs, and excels at problem-solving through critical analysis. You will be challenged by process review and continuous improvement.

We believe collaboration thrives in person. That’s why most of our teams work from the office full time, with flexibility when it’s needed. This model supports real-time problem-solving, stronger relationships, and the kind of precision that drives great outcomes.

Responsibilities

• Effectively work with NAM Sales on Majors, SLED, and Federal accounts.
• Provide Sr. Leadership with financial models and evaluation of deal economics, commercial terms and conditions, and operational requirements to present risk/reward profiles for opportunities.
• Become an expert on Steelbrick quoting tools, reviewing and enforcing revenue recognition compliance for all quoting.
• Serve as a key resource reviewing and approving all non-standard pricing requests that reach the level of executive manager. Reviews will include financial analysis for gross margin, revenue compliance, and non-standard terms requests on strategic deals, including Enterprise Agreements.
• Partner with the field sales organization to drive large deal closure, including being a one-touch resource for field sales; responsible for liaising with all organizations involved in the agreement process (finance, legal, order management, etc.) on behalf of sales.
• Personally serve as a trusted advisor to field sales on deals.
• Work with cross-functional stakeholders for decision-support deal solutions.
• Collaborate with impacted parties to generate acceptable documents to facilitate deal closure.
• Ensure required approvals, such as discounts and contractual terms, are obtained and clearly documented.
• Be a sales advocate and partner to internal organizations to understand contract requirements, structure, business terms, and identification of potential risks and/or opportunities that can affect performance, growth, and strategic positioning.
• Responsible for adherence to and compliance with policy and procedures.
• Evaluate current processes and offer recommendations for areas of improvement.
• Ensure that all transactions adhere to internal revenue recognition policies and operational guidelines.
• Provide excellent customer service, taking charge to meet deadlines by communicating with cross-functional partners through email, phone, meetings, or any other method to deliver on time.

Requirements

• 7+ years of experience as a Deal Desk Manager (in a tech environment, in a Finance/sales operation role) or related field.
• Demonstrated capability to build strong working relationships with internal business units.
• Ability to work independently in a fast-paced environment.
• Experience with data analysis, modeling, and/or financial analysis.
• Intermediate/advanced Salesforce and MS Excel skills are highly recommended.
• Strong communication, organizational, and problem-solving skills.

Pay

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to include a range. The offered compensation may also include restricted stock units and a bonus.