Deal Desk Manager

Responsibilities

• Own end-to-end processing of deals — including quote creation, discount review, order form generation, and approval routing — with minimal escalation and fast turnaround.
• Partner with our Senior Deal Desk Manager to ensure coverage across the full deal portfolio so no single point of failure exists on the team.
• Become an expert in our CPQ system and Salesforce integration– not just as a user, but as a critical voice for what should change. Document pain points, propose solutions, and work alongside our GTM Tech team to drive improvements.
• Help design and implement self-service guardrails and automation that reduce the volume of deals requiring manual Deal Desk intervention, working toward a future where reps can handle standard deals entirely on their own.
• Build and maintain deal desk playbooks, approval matrices, and process documentation that create consistency and reduce re-review.
• Support pricing updates by ensuring that changes are reflected accurately and promptly in CPQ, and flagging downstream impacts before they become problems for sales.
• Identify patterns across deal data — approval rates, exception types, deal velocity — and surface insights that inform policy and pricing decisions.

Requirements

• 5+ years of experience in Deal Desk, Sales Operations, Revenue Operations, or a closely related function at a B2B SaaS company.
• Hands-on experience with CPQ tools (Dealhub, Salesforce CPQ, MonetizeNow or similar) and a clear understanding of how quoting logic, product catalogs, and approval workflows are configured.
• Comfortable in Salesforce; you know your way around objects, fields, and reports, and you can have a productive conversation with a Salesforce admin about what needs to change.
• Experience handling the full deal lifecycle: quoting, redlines, order forms, and booking.
• Strong analytical instincts, you can build a model or a report to answer a question, and you know which questions are worth asking.
• A demonstrated habit of improving the processes you inherit, not just executing them.
• Experience using AI tooling (Copilot, ChatGPT, or purpose-built RevOps tools) to accelerate deal review, summarization, or exception routing.

Nice-to-Haves

• Familiarity with SaaS pricing models including usage-based, ramped, or multi-product structures.
• Experience supporting both new business and renewal motions with an understanding of why clean separation of roles matters.