CareerPlan

Deal Desk Finance Manager

SAN JOSEFull-time$130k–$241k2026-09-04 → 2026-11-11
Based in United States

Core

Finance business partner to North America sales teams, structuring deals, managing revenue recognition, and leading business segment forecasts.

Role type

Senior Finance Manager (Deal Desk)

Builds

Customer deal structures, revenue forecasts, and contract terms for nonstandard features.

Domain

Software & Technology Sales Finance

Required skills

Revenue recognition (ASC 606), deal structuring, forecasting, contract drafting, process improvement, stakeholder management, project management

Preferred skills

Salesforce/CPQ tools, software/hardware/IP accounting rules, mentoring staff

Technologies

Salesforce, CPQ tools

Responsibilities

Structure and execute customer deals to achieve financial objectives; identify revenue recognition and booking issues; work with Business Unit owners on discounts and pricing; draft contract terms for nonstandard features; prepare weekly forecasts of bookings, revenue, and cash; manage and mentor one staff-level direct report; provide finance input on operations and business model changes.

Seniority

Senior, hands-on IC with team lead responsibilities