Deal Desk Manager

Responsibilities

• Manage complex deal reviews, pricing and discounting exceptions, and cross-functional execution across Sales, Finance, Legal, and Business Technology.
• Own the deal desk queue end-to-end and serve as the primary point of escalation for Sales, Finance, and Leadership on deal strategy and structuring.
• Evaluate and resolve pricing exceptions, escalating only where existing guidance doesn't clearly cover the situation.
• Maintain and enforce existing deal approval workflows and CPQ processes; flag inefficiencies or gaps discovered during the coverage period rather than overhauling process unilaterally.
• Support month-end and quarter-end close activities, ensuring deals are properly documented and approved on time.
• Operate as the steady, go-to point of contact for Sales, Legal, Finance, Customer Success, and Business Technology on deal execution.
• Provide ongoing training and guidance to Sales teams on quoting, pricing, and contract negotiation best practices.
• Keep leadership informed on deal desk health, open risks, and outstanding items ahead of the manager's return.

Requirements

• Prior experience in a deal desk role - ideally in a SaaS or enterprise software environment.
• Expertise in Salesforce and Salesforce CPQ (or similar tools).
• Strong analytical skills to advise on deal structuring and booking.
• Strong cross-functional communicator, comfortable working with stakeholders from Sales to Finance to Legal.
• Fast Ramper: able to absorb existing process and context quickly and operate independently from day one, with minimal handholding.
• Strategic Thinker: able to assess complex deals and recommend win-win solutions for customers and internal teams.
• Sound Judgment: knows when to hold the line on existing process versus when to escalate.
• Highly Collaborative: comfortable being the face of the deal desk function across multiple departments.
• Resilient & Agile: able to work extended hours during quarter-end periods (Jan, Apr, Jul, Oct) to support critical deal closures.