Senior Manager / Director, Deal Desk
Core
Manage deal desk processes, oversee sales quote intake/preparation/issuance, and partner with Sales, Legal, and Finance to scale deal desk capabilities and improve efficiency.
Role type
Senior Manager/Director, Deal Desk
Builds
Sales quote workflows, contract term standardization, and deal desk data reporting
Domain
SaaS, Security, Defense, Anti-fraud
Required skills
Deal desk operations, CPQ software, CRM systems, Pricing strategy, Contract terms, Revenue recognition, Data reporting, Cross-functional partnership, Process improvement, Excel proficiency
Preferred skills
SaaS/subscription business experience, HubSpot, Distributed team management, SaaS commercial terms
Technologies
CPQ, CRM, Excel, Word, PowerPoint, DocuSign
Responsibilities
Manage deal desk processes including quote intake, preparation, and issuance; Partner with Legal and Finance to maintain quote workflows; Implement pricing and discounting configurations; Drive efficient quoting practices; Serve as SME on CPQ and CRM systems; Maintain deal desk data tracking and reporting; Provide training to sales and CS teams
Seniority
Senior Manager/Director, hands-on IC with team management
