Sr. Manager, Deal Desk Team & Operations

Primary Duties & Responsibilities

• Own and oversee the quote and purchase order (PO) approval process, ensuring accuracy, compliance, and timely turnaround for the field.
• Serve as the approval authority (and escalation point) for pricing, discounting, and non-standard deal terms within established guardrails.
• Lead and manage a team of deal desk managers, setting standards, workload distribution, and service-level expectations.
• Maintain deal desk policies, approval workflows, and documentation to support consistent, scalable deal execution.
• Partner with Account Executives, Business Unit Executives, and the VP of Field Operations on deal structuring and order accuracy.
• Partner with Accounting and Finance on deal reconciliation, purchase orders, and payments.
• Develop and maintain positive relationships with Merlin partners.

Data Integrity & Reporting

• Keep CRM data, deal records, and pipeline information accurate, complete, and up to date.
• Maintain clean forecasting inputs — deal stages, close dates, amounts, and updates — so the VP of Field Operations and the Finance team can forecast reliably.
• Build and maintain dashboards and reports that give Deal Managers, Account Executives, and Business Unit Executives visibility into deals and pipeline.

Sales Operations & Execution

• Support the deal desk and sales planning process by supplying accurate deal desk data to the VP of Field Operations and the Finance team.
• Administer territory and opportunity assignments in the CRM as set by leadership, and keep them current as changes occur.
• Identify and implement opportunities to streamline sales processes and reduce administrative burden on field teams.
• Maintain operational cadences and standard operating procedures across the sales organization.

CRM & Sales Tools

• Serve as the power user and day-to-day owner of Salesforce and connected sales tools, driving adoption across the field team.
• Own CRM data hygiene, pipeline accuracy, and reporting integrity.
• Partner with the Business Operations team on system enhancements, requirements, and testing — acting as the voice of the deal desk.
• Cook up any needed training on deal desk tools, processes, and workflows.

Leadership & Talent Development

• Build, mentor, and develop a high-performing team.
• Set clear objectives, development plans, and performance expectations.
• Foster a culture of continuous improvement, accountability, and execution.