Deal Desk Manager

Overview

This role involves supporting profitable and compliant transactions for a diverse set of internal corporate customers while improving the effectiveness and productivity of sales teams.

The position is focused on deal structuring, deal economics evaluation, revenue recognition compliance, and cross-functional coordination to drive major deal closure in North America.

Responsibilities

• Work with NAM Sales on Majors, SLED, and Federal accounts.
• Provide senior leadership with financial models and evaluation of deal economics, commercial terms and conditionals, and operational requirements to present a risk/reward profile for opportunities.
• Become an expert on Steelbrick quoting tools, reviewing and enforcing revenue recognition compliance for all quoting.
• Review and approve all non-standard pricing requests that reach the level of executive manager.
• Perform financial analysis for gross margin, revenue compliance, and non-standard term requests on strategic deals, including Enterprise Agreements.
• Partner with the field sales organization to drive large deal closure:
  • Serve as a one-touch resource for field sales.
  • Liaise with organizations involved in the agreement process (finance, legal, order management, etc.) on behalf of sales.
  • Act as a trusted advisor to field sales on deals.
• Collaborate with cross-functional stakeholders to support decision-making for deal solutions.
• Coordinate with impacted parties to generate acceptable documents needed to facilitate deal closure.
• Ensure required approvals (including discounts and contractual terms) are obtained and clearly documented.
• Serve as an internal sales advocate to help internal teams understand contract requirements, structure business terms, and identify potential risks and/or opportunities that can affect performance, growth, and strategic positioning.
• Maintain adherence to company policy and procedures.
• Evaluate current processes and recommend improvements.
• Ensure all transactions comply with internal revenue recognition policies and operational guidelines.
• Provide excellent customer service by meeting deadlines through communication with cross-functional partners via email, phone, meetings, or other methods.

Requirements

• 7+ years of experience as a Deals 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.

Compensation & Benefits

• Annual base salary range: $104,000.00 - $167,000.00/yr
• Offered compensation may also include restricted stock units and a bonus.
• Benefits: a description of employee benefits is available through the organization’s benefits materials.

Location

North America.

Additional Information

• Immigration Sponsorship: No. The employer will not sponsor applicants for work visas for this position.

Equal Opportunity

The employer is an equal opportunity employer and provides consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics.

Reasonable accommodations are available for qualified individuals with a disability.