Overview
This role involves owning and evolving a strategic Deal Desk function at a fast-growing financial technology organization. You will sit at the center of the commercial engine, partnering closely with Sales, Finance, Legal, Product, Revenue Operations, and Billing to structure, approve, and execute high-priority deals.
This is a highly cross-functional leadership position that balances commercial creativity with operational rigor. You will support Sales in winning competitive opportunities while protecting pricing discipline, improving scalability, and ensuring an exceptional customer experience. As the organization continues to scale, you will own the operating model that governs how commercial deals are structured, approved, and executed.
Responsibilities
- Lead and develop a small Deal Desk team while remaining a hands-on operator for the organization’s most strategic and complex opportunities
- Own the Deal Desk function, partnering closely with Sales, Finance, Legal, Revenue Operations, Product, and Billing
- Structure creative commercial solutions across pricing, contract terms, payment structures, and packaging to accelerate growth while protecting the business
- Design and improve approval frameworks, pricing guardrails, commercial policies, and deal governance to enable fast, consistent execution
- Own the end-to-end deal approval process across Salesforce, CPQ, contracting, and downstream financial systems
- Drive automation and process improvements across Deal Desk workflows, reporting, and quote-to-cash operations
- Use data to identify trends, improve operational performance, and inform commercial decision-making
- Build scalable playbooks, documentation, and enablement to improve consistency and help Deal Desk operate as a strategic business partner
Requirements
- 6+ years of experience in Deal Desk, Revenue Operations, Sales Operations, Strategic Finance, Commercial Operations, or a related function, including experience supporting complex commercial transactions at a high-growth technology company
- Deep expertise across pricing, deal structuring, contracting, approvals, and the quote-to-cash lifecycle
- Experience partnering directly with Sales leadership on complex enterprise deals and non-standard commercial structures
- Experience leading or mentoring high-performing team members while remaining a hands-on operator
- Strong commercial judgment, analytical problem-solving skills, and a systems-oriented mindset
- Exceptional written and verbal communication skills, with the ability to influence cross-functional stakeholders and senior leaders
- Actively leverages AI tools as a core part of daily work, with hands-on experience applying tools like Claude Code to automate workflows, accelerate analysis, and improve decision-making
Compensation & Benefits
Benefits available to all full-time employees (Global):
- Flexible PTO
- Centralized home-office equipment ordering
- Health and wellness stipend
- Budget for intra-office travel
- Weekly coffee stipend
United States:
- 100% medical, dental & vision insurance coverage for you, with partial coverage for dependents
- One Medical annual membership
- 401(k), including employer match on contributions made while employed
- Fertility HRA (up to $10,000 per year)
- Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay
- Pet insurance
- In-office perks: lunch, snacks, drinks, and more
- Relocation expense coverage to NYC or SF (if needed)
Canada:
- Group medical, dental, and vision coverage through Sun Life
- Life, AD&D, and disability coverage
- Fertility drug coverage (up to $4,000 lifetime)
- Group Retirement Plan with employer match (RRSP + DPSP)
- Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay, with additional time available at reduced pay
- Employee Assistance Program and virtual care through Lumino Health
United Kingdom:
- Private medical insurance through Freedom Elite
- Virtual GP and at-home care via eMed x Livi
- Workplace pension through Penfold, with salary sacrifice option
- Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay with additional time available at reduced pay
Location
United States, Canada, or United Kingdom (benefits listed vary by country).