Deal Desk Sales Operations

Deal Desk

• Serve as the approval checkpoint for all deals before they go out the door.
• Review proposed discounts and ensure they fall within approved guidelines.
• Analyze price-per-user metrics to protect margins and flag outliers.
• Partner with sales leadership to evaluate non-standard deal structures.
• Maintain and enforce deal approval policies and escalation paths.
• Maintain deal attribution updates to ensure proper mapping to sales teams and individuals.
• Enforce data quality broadly across the CRM, flagging outliers or "poor hygiene" and ensuring updates are made properly.

Order Processing / Order Services

• Process end-of-month billing accurately and on time.
• Maintain Salesforce accuracy around contract amounts, contract dates, renewal timelines, and related deal data.
• Track and reconcile orders throughout their lifecycle.
• Coordinate with finance and sales teams to resolve billing discrepancies.

Marketplace Specialist

• Process Customer Private Offers and Multiparty Private Offers (MPOs) end to end as part of the deal lifecycle.
• Create and manage private offers within the Microsoft Marketplace.
• Maintain deep working knowledge of Microsoft Marketplace processes, requirements, and updates.
• Troubleshoot marketplace-related issues and serve as the go-to resource for internal teams.
• Ensure all marketplace transactions are properly documented and aligned with internal records.

Qualifications

• 5-8+ years of experience in sales operations, revenue operations, or a related field within a SaaS or cloud technology company.
• Proven experience in deal desk functions, including discount approval workflows, deal structuring, and margin analysis.
• Strong working knowledge of Salesforce, including maintaining data integrity around contracts, renewal timelines, and deal attribution.
• Experience with CRM data quality enforcement and the ability to identify and resolve hygiene issues across sales systems.
• Familiarity with Microsoft Marketplace, including creating and managing Customer Private Offers and Multiparty Private Offers (MPOs).
• Ability to interpret price-per-user metrics and apply sound judgment to protect margins and flag outliers.
• Strong cross-functional collaboration skills, with experience partnering with sales leadership and finance teams to resolve discrepancies and align on deal structures.
• Highly organized with the ability to track and reconcile orders throughout their full lifecycle.
• Excellent attention to detail and a process-oriented mindset, with the ability to manage multiple priorities in a high-volume environment.
• Strong communication skills, with the ability to clearly document processes and serve as an internal resource for marketplace and deal-related questions.

Benefits and Incentives

• Competitive Base + Incentive Plan
• Stock Options
• Health and Welfare Plans
• Life and Disability Plans
• Retirement Plan
• Unlimited Flexible Paid Time Off (including birthday off)