Deal Desk Operations Manager

Role Responsibilities

Deal Structuring & Operational Execution

• Review and operationalize complex and non-standard revenue generating agreements to ensure accurate setup across SFDC, NetSuite, billing, and revenue recognition systems.
• Partner with Sales and Finance teams to ensure deal structures are executable, scalable, and compliant before contract signature.
• Validate that negotiated deal terms can be cleanly configured and supported operationally within SFDC and NetSuite prior to contract execution.
• Ensure accurate billing setup, revenue recognition treatment, and downstream financial reporting for all deal types.
• Provide guidance to Sales teams on entering non standard deal structures into Salesforce to ensure proper accounting and operational execution.

Credit & Risk Management

• Perform credit evaluations on prospective partners and establish appropriate credit limits, billing terms, and payment terms.
• Continuously monitor partner accounts for ongoing credit risk and recommend adjustments as needed.
• Partner with Finance and Accounting leadership to mitigate operational and financial risk associated with customer agreements.

Cross-Functional Partnership

• Collaborate with Implementation, Systems Teams, Revenue Recognition, Billing, and other operational stakeholders to ensure partner campaigns are configured accurately, including markup, campaign overrides, budget caps, fraud buffers, discounts, and tier-based reductions aligned with executed contract terms before campaign go-live.
• Act as a key operational liaison between commercial and finance teams to ensure seamless execution throughout the Quote to Cash process.

Systems & Process Governance

• Own internal compliance and operational quality controls across all systems and departments involved in the Quote to Cash lifecycle.
• Ensure consistency and integrity of deal data across Salesforce, NetSuite, Mission Control, and other operational systems.
• Establish and maintain scalable processes for handling non-standard deals and evolving commercial structures.
• Drive continuous process improvement initiatives to improve accuracy, reduce operational risk, and increase efficiency.

Team Leadership

• Manage and oversee two offshore Order Management resources responsible for accurately capturing and maintaining revenue generating agreements within internal systems.
• Establish quality standards, workflows, and performance expectations for offshore operational support.
• Provide training, guidance, and process documentation to ensure operational consistency and accuracy.

Minimum Requirements

• 5+ years of experience in Deal Desk, Revenue Operations, Financial Operations, Order Management, or Quote to Cash functions.
• Strong understanding of revenue recognition, billing operations, contract structuring, and financial controls.
• Experience supporting complex or non-standard commercial agreements in a high-growth environment.
• Deep familiarity with Salesforce (SFDC) and ERP systems such as NetSuite.
• Strong analytical, organizational, and problem solving skills with exceptional attention to detail.
• Ability to navigate ambiguity and balance operational scalability with business flexibility.
• Proven ability to collaborate crossfunctionally with Finance, Legal, Sales, Systems, and Operational teams.
• Experience managing or coordinating offshore operational resources preferred.
• Excellent communication skills with the ability to translate technical or financial concepts for non-technical stakeholders.

Preferred Requirements

• Experience in advertising technology, marketplace, or performance marketing environments.
• Knowledge of ASC 606 revenue recognition principles.
• Experience with complex pricing models, campaign-based billing, or usage-based revenue models.
• Familiarity with process automation and operational controls within Quote to Cash workflows.

Compensation

• Base salary range: $120,000 - $141,000.
• Equity offered to full-time employees.
• 401k match up to 4%.
• Comprehensive medical, dental, vision benefits.
• Education reimbursement up to $10,000/year.
• Flexible PTO, paid holidays, parental leave.