Deal Desk Manager
Manage end-to-end deal processing in CPQ and Salesforce for a B2B SaaS company. Own quoting, approvals, and order forms while identifying automation opportunities to reduce manual work and improve deal velocity.
About the job
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.
Skills
CPQ, Salesforce, Dealhub, Salesforce Cpq, Monetizenow, AI Tools, Sales Operations, Revenue Operations
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