Deal Desk Manager

Overview

This role involves managing deal desk processes for North America, with a primary focus on structuring profitable and compliant transactions. You will partner with internal stakeholders and support sales teams to improve deal effectiveness and productivity.

The position supports deals across Majors, SLED, and Federal accounts, with responsibility for deal economics, revenue recognition compliance, approvals, and coordination across functional teams to drive deal closure.

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, including 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.
• Act as a one-touch resource for field sales on large deal closure.
• Liaise with organizations involved in the agreement process (finance, legal, order management, etc.) on behalf of sales.
• Serve as a trusted advisor to field sales on deals.
• Collaborate with cross-functional stakeholders for decision support and deal solutions.
• Partner with impacted parties to generate acceptable documents to facilitate deal closure.
• Ensure required approvals (including discounts and contractual terms) are obtained and clearly documented.
• Advocate internally to understand contract requirements, structure business terms, identify potential risks and/or opportunities, and support performance, growth, and strategic positioning.
• Ensure adherence to internal policy and procedures.
• Evaluate current processes and recommend areas for improvement.
• Ensure transactions adhere to internal revenue recognition policies and operational guidelines.
• Provide excellent customer service by meeting deadlines and communicating with cross-functional partners via email, phone, meetings, or other methods to deliver on-time.

Requirements

• 7+ years of experience as 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.

Preferred Qualifications

• Experience in tech environment finance/sales operations related to deal desk functions.
• Advanced proficiency with Salesforce and MS Excel.

Compensation & Benefits

• Compensation depends 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 be within: $104,000.00 - $167,000.00/yr.
• The offered compensation may also include restricted stock units and a bonus.
• Employee benefits: benefits information is available through the employer.

Location

North America.

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