Manager, Deal Desk – Order Management

Role Overview

• Review and structure deals to balance growth, profitability, and risk while aligning with approved pricing, discount guardrails, and contract templates.
• Partner with Sales and Legal on pricing, terms, and non-standard requests.
• Own contract governance, including standard template usage, approval routing, exception handling, and coordination on customer paper.
• Own internal deal turnaround standards and ensure review requests are triaged and routed according to approval and legal complexity.
• Enforce pricing and discounting policies; escalate exceptions through the proper approval workflow.
• Advise executives on deal tradeoffs and financial implications with clear recommendations.
• Serve as the operational bridge between Sales, Finance, and Customer Success to ensure clean handoffs.
• Confirm all order data (billing start dates, payment terms, project start triggers) is accurately configured for invoicing.
• Coordinate activation events (usage go-live, project launch, delivery milestones) that drive billing and revenue recognition.
• Support accounting team as needed to troubleshoot and prevent discrepancies in account setup, PO matching, and system data syncs.
• Refine the end-to-end deal process — removing friction, simplifying approvals, and embedding accountability.
• Build scalable templates, playbooks, and dashboards to drive consistency and velocity.
• Establish and evolve guardrails (revenue recognition, approval thresholds, discount policy) that protect financial integrity while enabling speed.
• Drive automation and data-quality improvements across Salesforce, CPQ, and ERP systems.
• Act as a trusted advisor to Sales leadership and executives on commercial structure and execution.
• Partner with Legal on non-standard terms and contract governance.
• Collaborate with Customer Success and Finance to ensure downstream readiness for billing, provisioning, and reporting.
• Train and enable Sales on deal hygiene, pricing policy, and system best practices.

Requirements

• 5+ years in Deal Desk, Revenue Operations, Finance, or Order Management within an enterprise B2B environment
• Proven experience supporting complex deal negotiations and advising internal stakeholders on pricing, terms, and approval tradeoffs
• Strong business judgment and ability to balance commercial urgency with financial and legal risk
• Exceptional communication skills — able to simplify complex commercial concepts for non-financial stakeholders
• Builder mindset: thrives on designing efficient systems and processes from first principles
• Comfortable operating independently in a fast-paced, growth oriented environment

Tech Stack

• ERP

Benefits

• Competitive Base Salary + Equity Package
• Remote first culture (for most roles)
• Comprehensive Health Insurance (Medical, Dental, Vision)
• Home office setup stipend
• Monthly allowance for cell phone and internet
• Flexible PTO, generous company holiday policy, and unlimited sick days